JFS Wealth Advisors’s Walker & Dunlop WD Stock Holding History

JFS Wealth 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	$329	Buy	+6	New	+$304	﹤0.01%	2045
2026 Q1	–	Sell	-16	Closed	-$963	–	1953
2025 Q4	$963	Buy	16 +10	+167%	+$710	﹤0.01%	1711
2025 Q3	$502	Sell	6 -2	-25%	-$161	﹤0.01%	1763
2025 Q2	$564	Sell	8 -21	-72%	-$1.52K	﹤0.01%	1674
2025 Q1	$2.48K	Buy	29 +6	+26%	+$537	﹤0.01%	1391
2024 Q4	$2.24K	Buy	23 +4	+21%	+$433	﹤0.01%	1429
2024 Q3	$2.16K	Buy	19 +1	+6%	+$105	﹤0.01%	1454
2024 Q2	$1.77K	Hold	18	–	–	﹤0.01%	1484
2024 Q1	$1.82K	Hold	18	–	–	﹤0.01%	1483
2023 Q4	$2K	Sell	18 -4	-18%	-$328	﹤0.01%	1435
2023 Q3	$1.63K	Sell	22 -2	-8%	-$169	﹤0.01%	1440
2023 Q2	$1.9K	Buy	24 +16	+200%	+$1.16K	﹤0.01%	1401
2023 Q1	$610	Sell	8 -12	-60%	-$1.04K	﹤0.01%	1691
2022 Q4	$1.57K	Sell	20 -4	-17%	-$336	﹤0.01%	1466
2022 Q3	$2K	Sell	24 -2	-8%	-$204	﹤0.01%	1424
2022 Q2	$3K	Buy	26 +2	+8%	+$221	﹤0.01%	1250
2022 Q1	$3K	Buy	24 +12	+100%	+$1.65K	﹤0.01%	1337
2021 Q4	$2K	Buy	+12	New	+$1.67K	﹤0.01%	1192

Other funds holding WD

ERIC

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JFS Wealth Advisors's WD Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Walker & Dunlop (WD) in Q2 2026: 6 shares worth $329. The stake represents ﹤0.01% of the portfolio and ranks #2045 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in WD as recently as Q4 2025.

JFS Wealth Advisors first reported a position in WD in Q4 2021 and has held it in 18 quarters since. The position peaked at $3K in Q2 2022. 25 funds tracked by Wall St. Rank hold WD as of Q2 2026.

JFS Wealth Advisors held 6 shares of Walker & Dunlop worth $329 as of Q2 2026.
Walker & Dunlop was a new JFS Wealth Advisors position in Q2 2026.
Walker & Dunlop made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2045 holding.
JFS Wealth Advisors first reported a position in Walker & Dunlop in Q4 2021 and has held it in 18 quarters since.
JFS Wealth Advisors's Walker & Dunlop position peaked at $3K in Q2 2022.
25 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.