Global Retirement Partners’s Walker & Dunlop WD Stock Holding History

Global Retirement Partners’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	$438	Buy	+8	New	+$405	﹤0.01%	4310
2025 Q4	$2.1K	Sell	35 -6	-15%	-$426	﹤0.01%	3713
2025 Q3	$3.43K	Buy	41 +12	+41%	+$967	﹤0.01%	3118
2025 Q2	$2.04K	Buy	+29	New	+$2.1K	﹤0.01%	3237
2024 Q4	$583	Sell	6 -24	-80%	-$2.6K	﹤0.01%	3374
2024 Q3	$3.41K	Sell	30 -24	-44%	-$2.51K	﹤0.01%	2736
2024 Q2	$5.3K	Buy	54 +51	+1,700%	+$4.85K	﹤0.01%	2594
2024 Q1	$303	Buy	+3	New	+$288	﹤0.01%	3218
2022 Q4	–	Sell	-5	Closed	–	–	3102
2022 Q3	$0	Sell	5 -13	-72%	-$1.33K	﹤0.01%	3014
2022 Q2	$2K	Buy	18 +2	+13%	+$221	﹤0.01%	2294
2022 Q1	$2K	Buy	+16	New	+$2.2K	﹤0.01%	2262

Other funds holding WD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Jupiter Topco New York $245B AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Global Retirement Partners's WD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Walker & Dunlop (WD) in Q2 2026: 8 shares worth $438. The stake represents ﹤0.01% of the portfolio and ranks #4310 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WD as recently as Q4 2025.

Global Retirement Partners first reported a position in WD in Q1 2022 and has held it in 11 quarters since. The position peaked at $5.3K in Q2 2024. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

Global Retirement Partners held 8 shares of Walker & Dunlop worth $438 as of Q2 2026.
Walker & Dunlop was a new Global Retirement Partners position in Q2 2026.
Walker & Dunlop made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4310 holding.
Global Retirement Partners first reported a position in Walker & Dunlop in Q1 2022 and has held it in 11 quarters since.
Global Retirement Partners's Walker & Dunlop position peaked at $5.3K in Q2 2024.
266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.