GWM
WD icon

Gilpin Wealth Management’s Walker & Dunlop WD Stock Holding History

Gilpin Wealth Management’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
Q2 		$219 Hold
4
– – ﹤0.01% 896
2026
Q1 		$178 Buy
4
+2
+100% +$113 ﹤0.01% 872
2025
Q4 		$121 Buy
+2
New +$142 ﹤0.01% 790

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Gilpin Wealth Management's WD Position: Q2 2026 in Review

Gilpin Wealth Management held its Walker & Dunlop (WD) position steady in Q2 2026 at 4 shares worth $219. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Gilpin Wealth Management first reported a position in WD in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Gilpin Wealth Management held 4 shares of Walker & Dunlop worth $219 as of Q2 2026.
  • Gilpin Wealth Management left its Walker & Dunlop share count unchanged in Q2 2026.
  • Walker & Dunlop made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #896 holding.
  • Gilpin Wealth Management first reported a position in Walker & Dunlop in Q4 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.