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
Q3 		$176 Buy
5
+1
+25% +$44 ﹤0.01% 1162
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

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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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's WD Position: Q3 2026 in Review

Gilpin Wealth Management increased its Walker & Dunlop (WD) stake by 25% in Q3 2026, buying an estimated $44 and bringing the position to 5 shares worth $176. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Gilpin Wealth Management first reported a position in WD in Q4 2025 and has held it in 4 quarters since. The position peaked at $219 in Q2 2026. 7 funds tracked by Wall St. Rank hold WD as of Q3 2026.

  • Gilpin Wealth Management held 5 shares of Walker & Dunlop worth $176 as of Q3 2026.
  • Gilpin Wealth Management bought 1 Walker & Dunlop share in Q3 2026, an estimated $44.
  • Walker & Dunlop made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1162 holding.
  • Gilpin Wealth Management first reported a position in Walker & Dunlop in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Walker & Dunlop position peaked at $219 in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.