FFA
WD icon

Farther Finance Advisors’s Walker & Dunlop WD Stock Holding History

Farther Finance Advisors’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.2K Sell
290
-458
-61% -$20.2K ﹤0.01% 4604
2026
Q2 		$40.8K Buy
748
+563
+304% +$28.5K ﹤0.01% 3405
2026
Q1 		$8.17K Buy
185
+103
+126% +$5.81K ﹤0.01% 4232
2025
Q4 		$4.93K Buy
82
+12
+17% +$852 ﹤0.01% 4316
2025
Q3 		$5.85K Buy
70
+12
+21% +$967 ﹤0.01% 3691
2025
Q2 		$4.09K Sell
58
-44
-43% -$3.18K ﹤0.01% 3434
2025
Q1 		$8.44K Buy
102
+27
+36% +$2.42K ﹤0.01% 2821
2024
Q4 		$7.29K Sell
75
-46
-38% -$4.98K ﹤0.01% 2505
2024
Q3 		$13.7K Buy
121
+46
+61% +$4.81K ﹤0.01% 2229
2024
Q2 		$7.04K Buy
75
+3
+4% +$285 ﹤0.01% 2231
2024
Q1 		$7.11K Buy
72
+5
+7% +$480 ﹤0.01% 1904
2023
Q4 		$7.44K Buy
67
+27
+68% +$2.22K ﹤0.01% 1754
2023
Q3 		$2.97K Hold
40
– – ﹤0.01% 1708
2023
Q2 		$3.16K Hold
40
– – ﹤0.01% 1597
2023
Q1 		$3.05K Hold
40
– – ﹤0.01% 1491
2022
Q4 		$3.14K Buy
+40
New +$3.36K ﹤0.01% 1301

Other funds holding WD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's WD Position: Q3 2026 in Review

Farther Finance Advisors reduced its Walker & Dunlop (WD) stake by 61% in Q3 2026, selling an estimated $20.2K and leaving 290 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4604.

Farther Finance Advisors first reported a position in WD in Q4 2022 and has held it in 16 quarters since. The position peaked at $40.8K in Q2 2026. 7 funds tracked by Wall St. Rank hold WD as of Q3 2026.

  • Farther Finance Advisors held 290 shares of Walker & Dunlop worth $10.2K as of Q3 2026.
  • Farther Finance Advisors sold 458 Walker & Dunlop shares in Q3 2026, an estimated $20.2K.
  • Walker & Dunlop made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4604 holding.
  • Farther Finance Advisors first reported a position in Walker & Dunlop in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Walker & Dunlop position peaked at $40.8K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.