FFO
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Fortitude Family Office’s Walker & Dunlop WD Stock Holding History

Fortitude Family Office’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 		– Sell
-17
Closed -$930 – 2749
2026
Q2 		$930 Buy
17
+12
+240% +$608 ﹤0.01% 1776
2026
Q1 		$222 Sell
5
-3
-38% -$169 ﹤0.01% 1837
2025
Q4 		$481 Sell
8
-6
-43% -$426 ﹤0.01% 1728
2025
Q3 		$1.17K Buy
14
+3
+27% +$242 ﹤0.01% 1483
2025
Q2 		$775 Buy
+11
New +$795 ﹤0.01% 1622

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

Fortitude Family Office's WD Position: Q3 2026 in Review

Fortitude Family Office sold out of Walker & Dunlop (WD) in Q3 2026, closing a stake of 17 shares — an estimated $930 sold.

Fortitude Family Office first reported a position in WD in Q2 2025 and held it in 5 quarters. The position peaked at $1.17K in Q3 2025. 8 funds tracked by Wall St. Rank hold WD as of Q3 2026.

  • Fortitude Family Office reported no remaining Walker & Dunlop position as of Q3 2026 after selling out during the quarter.
  • Fortitude Family Office sold 17 Walker & Dunlop shares in Q3 2026, an estimated $930.
  • Fortitude Family Office first reported a position in Walker & Dunlop in Q2 2025 and held it in 5 quarters.
  • Fortitude Family Office's Walker & Dunlop position peaked at $1.17K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.