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High Note Wealth’s Walker & Dunlop WD Stock Holding History

High Note Wealth’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
Q1 		– Sell
-30
Closed -$1.8K – 1006
2025
Q4 		$1.8K Buy
+30
New +$2.13K ﹤0.01% 789
2025
Q1 		– Sell
-37
Closed -$3.6K – 976
2024
Q4 		$3.6K Buy
+37
New +$4K ﹤0.01% 584

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

High Note Wealth's WD Position: Q1 2026 in Review

High Note Wealth sold out of Walker & Dunlop (WD) in Q1 2026, closing a stake of 30 shares — an estimated $1.8K sold.

High Note Wealth first reported a position in WD in Q4 2024 and held it in 2 quarters. The position peaked at $3.6K in Q4 2024. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • High Note Wealth reported no remaining Walker & Dunlop position as of Q1 2026 after selling out during the quarter.
  • High Note Wealth sold 30 Walker & Dunlop shares in Q1 2026, an estimated $1.8K.
  • High Note Wealth first reported a position in Walker & Dunlop in Q4 2024 and held it in 2 quarters.
  • High Note Wealth's Walker & Dunlop position peaked at $3.6K in Q4 2024.
  • 254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.