JWM
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JPL Wealth Management’s Walker & Dunlop WD Stock Holding History

JPL Wealth Management’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 		$178 Buy
+4
New +$225 ﹤0.01% 1425

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

JPL Wealth Management's WD Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Walker & Dunlop (WD) in Q1 2026: 4 shares worth $178. The stake represents ﹤0.01% of the portfolio and ranks #1425 among its holdings.

254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • JPL Wealth Management held 4 shares of Walker & Dunlop worth $178 as of Q1 2026.
  • Walker & Dunlop was a new JPL Wealth Management position in Q1 2026.
  • Walker & Dunlop made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1425 holding.
  • 254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.