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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
Q3 		– Sell
-5,193
Closed -$284K – 1674
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Independent Financial Group's WD Position: Q3 2026 in Review

Independent Financial Group sold out of Walker & Dunlop (WD) in Q3 2026, closing a stake of 5,193 shares — an estimated $284K sold.

Independent Financial Group first reported a position in WD in Q4 2021 and held it in 10 quarters. The position peaked at $681K in Q2 2024. 8 funds tracked by Wall St. Rank hold WD as of Q3 2026.

  • Independent Financial Group reported no remaining Walker & Dunlop position as of Q3 2026 after selling out during the quarter.
  • Independent Financial Group sold 5,193 Walker & Dunlop shares in Q3 2026, an estimated $284K.
  • Independent Financial Group first reported a position in Walker & Dunlop in Q4 2021 and held it in 10 quarters.
  • Independent Financial Group's Walker & Dunlop position peaked at $681K in Q2 2024.
  • 8 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.