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
Q2 		– Sell
-4
Closed -$178 – 1983
2026
Q1 		$178 Buy
+4
New +$225 ﹤0.01% 1425

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Vanguard Capital Management
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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
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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

JPL Wealth Management's WD Position: Q2 2026 in Review

JPL Wealth Management sold out of Walker & Dunlop (WD) in Q2 2026, closing a stake of 4 shares — an estimated $178 sold.

JPL Wealth Management first reported a position in WD in Q1 2026 and held it in 1 quarter. The position peaked at $178 in Q1 2026. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • JPL Wealth Management reported no remaining Walker & Dunlop position as of Q2 2026 after selling out during the quarter.
  • JPL Wealth Management sold 4 Walker & Dunlop shares in Q2 2026, an estimated $178.
  • JPL Wealth Management first reported a position in Walker & Dunlop in Q1 2026 and held it in 1 quarter.
  • JPL Wealth Management's Walker & Dunlop position peaked at $178 in Q1 2026.
  • 266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.