LPL Financial
WD icon

LPL Financial’s Walker & Dunlop WD Stock Holding History

LPL Financial’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 		– Sell
-8,166
Closed -$491K – 6171
2025
Q4 		$491K Sell
8,166
-1,681
-17% -$119K ﹤0.01% 4735
2025
Q3 		$823K Buy
9,847
+739
+8% +$59.5K ﹤0.01% 4182
2025
Q2 		$642K Buy
9,108
+2,608
+40% +$188K ﹤0.01% 4157
2025
Q1 		$555K Buy
6,500
+3,988
+159% +$357K ﹤0.01% 4083
2024
Q4 		$244K Sell
2,512
-5,157
-67% -$558K ﹤0.01% 4682
2024
Q3 		$871K Buy
7,669
+5,031
+191% +$527K ﹤0.01% 3520
2024
Q2 		$259K Sell
2,638
-259
-9% -$24.6K ﹤0.01% 4376
2024
Q1 		$293K Buy
2,897
+242
+9% +$23.2K ﹤0.01% 4220
2023
Q4 		$295K Buy
+2,655
New +$218K ﹤0.01% 4100
2023
Q3 		– Sell
-2,655
Closed -$210K – 4805
2023
Q2 		$210K Sell
2,655
-993
-27% -$71.7K ﹤0.01% 4115
2023
Q1 		$278K Buy
3,648
+325
+10% +$28.2K ﹤0.01% 3801
2022
Q4 		$261K Sell
3,323
-318
-9% -$26.7K ﹤0.01% 3767
2022
Q3 		$305K Sell
3,641
-1,247
-26% -$127K ﹤0.01% 3578
2022
Q2 		$471K Sell
4,888
-76,704
-94% -$8.46M ﹤0.01% 3262
2022
Q1 		$10.6M Buy
81,592
+6,971
+9% +$957K 0.01% 959
2021
Q4 		$11.3M Buy
74,621
+65,594
+727% +$9.14M 0.01% 952
2021
Q3 		$1.02M Buy
9,027
+1,306
+17% +$137K ﹤0.01% 2592
2021
Q2 		$806K Buy
7,721
+383
+5% +$40.1K ﹤0.01% 2748
2021
Q1 		$754K Buy
7,338
+786
+12% +$76.4K ﹤0.01% 2664
2020
Q4 		$603K Sell
6,552
-1,314
-17% -$97.4K ﹤0.01% 2589
2020
Q3 		$417K Sell
7,866
-171
-2% -$8.97K ﹤0.01% 2625
2020
Q2 		$408K Buy
8,037
+416
+5% +$17K ﹤0.01% 2581
2020
Q1 		$307K Buy
7,621
+1,419
+23% +$89.4K ﹤0.01% 2492
2019
Q4 		$401K Buy
+6,202
New +$392K ﹤0.01% 2552

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

LPL Financial's WD Position: Q1 2026 in Review

LPL Financial sold out of Walker & Dunlop (WD) in Q1 2026, closing a stake of 8,166 shares — an estimated $491K sold.

LPL Financial first reported a position in WD in Q4 2019 and held it in 24 quarters. The position peaked at $11.3M in Q4 2021. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • LPL Financial reported no remaining Walker & Dunlop position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 8,166 Walker & Dunlop shares in Q1 2026, an estimated $491K.
  • LPL Financial first reported a position in Walker & Dunlop in Q4 2019 and held it in 24 quarters.
  • LPL Financial's Walker & Dunlop position peaked at $11.3M in Q4 2021.
  • 254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.