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IFP Advisors’s Walker & Dunlop WD Stock Holding History

IFP Advisors’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 		$26.7K Buy
489
+338
+224% +$17.1K ﹤0.01% 2787
2026
Q1 		$6.7K Buy
151
+129
+586% +$7.27K ﹤0.01% 3371
2025
Q4 		$1.32K Buy
22
+21
+2,100% +$1.49K ﹤0.01% 3974
2025
Q3 		$84 Buy
+1
New +$81 ﹤0.01% 4571
2025
Q2 		– Hold
0
– – – 4120
2025
Q1 		– Sell
-5
Closed -$448 – 3497
2024
Q4 		$1.46K Buy
+5
New +$541 ﹤0.01% 3197
2024
Q2 		– Sell
-6
Closed -$606 – 3355
2024
Q1 		$606 Buy
+6
New +$576 ﹤0.01% 2951
2023
Q1 		– Sell
-3
Closed -$1K – 4440
2022
Q4 		$1K Hold
3
– – ﹤0.01% 4511
2022
Q3 		$1K Buy
+3
New +$306 ﹤0.01% 4705
2019
Q1 		– Sell
-40
Closed -$2K – 3460
2018
Q4 		$2K Sell
40
-200
-83% -$9.19K ﹤0.01% 3204
2018
Q3 		$13K Hold
240
– – ﹤0.01% 2711
2018
Q2 		$13K Buy
240
+40
+20% +$2.31K ﹤0.01% 2753
2018
Q1 		$10K Hold
200
– – ﹤0.01% 2803
2017
Q4 		$10K Sell
200
-50
-20% -$2.55K ﹤0.01% 2844
2017
Q3 		$13K Sell
250
-12
-5% -$585 ﹤0.01% 2896
2017
Q2 		$13K Sell
262
-24
-8% -$1.12K ﹤0.01% 2866
2017
Q1 		$12K Buy
286
+5
+2% +$184 ﹤0.01% 2829
2016
Q4 		$9K Sell
281
-200
-42% -$5.61K ﹤0.01% 2988
2016
Q3 		$12K Sell
481
-550
-53% -$14K ﹤0.01% 2734
2016
Q2 		$23K Buy
+1,031
New +$24.1K ﹤0.01% 2268
2016
Q1 		– Sell
-1,031
Closed -$30K – 3455
2015
Q4 		$30K Buy
+1,031
New +$29.7K ﹤0.01% 1926

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

IFP Advisors's WD Position: Q2 2026 in Review

IFP Advisors increased its Walker & Dunlop (WD) stake by 224% in Q2 2026, buying an estimated $17.1K and bringing the position to 489 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

IFP Advisors first reported a position in WD in Q4 2015 and has held it in 20 quarters since. The position peaked at $30K in Q4 2015. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • IFP Advisors held 489 shares of Walker & Dunlop worth $26.7K as of Q2 2026.
  • IFP Advisors bought 338 Walker & Dunlop shares in Q2 2026, an estimated $17.1K.
  • Walker & Dunlop made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2787 holding.
  • IFP Advisors first reported a position in Walker & Dunlop in Q4 2015 and has held it in 20 quarters since.
  • IFP Advisors's Walker & Dunlop position peaked at $30K in Q4 2015.
  • 266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.