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Independent Financial Group’s Walker & Dunlop WD Stock Holding History

Independent Financial Group’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 		$284K Sell
5,193
-300
-5% -$15.2K 0.01% 1274
2026
Q1 		$244K Buy
5,493
+1,500
+38% +$84.6K 0.01% 1275
2025
Q4 		$240K Buy
3,993
+43
+1% +$3.05K 0.01% 1255
2025
Q3 		$330K Sell
3,950
-200
-5% -$16.1K 0.01% 1043
2025
Q2 		$292K Sell
4,150
-107
-3% -$7.73K 0.01% 1043
2025
Q1 		$363K Sell
4,257
-93
-2% -$8.33K 0.01% 853
2024
Q4 		$423K Hold
4,350
– – 0.01% 760
2024
Q3 		$494K Sell
4,350
-2,588
-37% -$271K 0.02% 655
2024
Q2 		$681K Buy
+6,938
New +$660K 0.03% 505
2022
Q1 		– Sell
-1,500
Closed -$226K – 863
2021
Q4 		$226K Buy
+1,500
New +$209K 0.02% 686

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

Independent Financial Group's WD Position: Q2 2026 in Review

Independent Financial Group reduced its Walker & Dunlop (WD) stake by 5.5% in Q2 2026, selling an estimated $15.2K and leaving 5,193 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #1274.

Independent Financial Group first reported a position in WD in Q4 2021 and has held it in 10 quarters since. The position peaked at $681K in Q2 2024. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Independent Financial Group held 5,193 shares of Walker & Dunlop worth $284K as of Q2 2026.
  • Independent Financial Group sold 300 Walker & Dunlop shares in Q2 2026, an estimated $15.2K.
  • Walker & Dunlop made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1274 holding.
  • Independent Financial Group first reported a position in Walker & Dunlop in Q4 2021 and has held it in 10 quarters since.
  • Independent Financial Group's Walker & Dunlop position peaked at $681K in Q2 2024.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.