MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s Walker & Dunlop WD Stock Holding History

MassMutual Private Wealth & Trust’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 		$808 Sell
23
-292
-93% -$12.9K ﹤0.01% 2135
2026
Q2 		$17.2K Buy
315
+16
+5% +$810 ﹤0.01% 1168
2026
Q1 		$13.3K Buy
299
+235
+367% +$13.2K ﹤0.01% 1254
2025
Q4 		$3.85K Sell
64
-30
-32% -$2.13K ﹤0.01% 1787
2025
Q3 		$7.86K Buy
94
+18
+24% +$1.45K ﹤0.01% 1493
2025
Q2 		$5.36K Buy
76
+41
+117% +$2.96K ﹤0.01% 1614
2025
Q1 		$2.99K Sell
35
-10
-22% -$895 ﹤0.01% 1792
2024
Q4 		$4.37K Sell
45
-10
-18% -$1.08K ﹤0.01% 1575
2024
Q3 		$6.25K Buy
55
+23
+72% +$2.41K ﹤0.01% 1293
2024
Q2 		$3.14K Hold
32
– – ﹤0.01% 1483
2024
Q1 		$3.23K Sell
32
-7
-18% -$672 ﹤0.01% 1399
2023
Q4 		$4.33K Buy
39
+30
+333% +$2.46K ﹤0.01% 1277
2023
Q3 		$668 Hold
9
– – ﹤0.01% 1760
2023
Q2 		$712 Buy
9
+1
+13% +$72 ﹤0.01% 1714
2023
Q1 		$609 Buy
8
+1
+14% +$87 ﹤0.01% 1642
2022
Q4 		$1K Sell
7
-16
-70% -$1.34K ﹤0.01% 1577
2022
Q3 		$2K Buy
+23
New +$2.35K ﹤0.01% 1307
2022
Q2 		– Sell
-144
Closed -$19K – 1735
2022
Q1 		$19K Sell
144
-21
-13% -$2.88K ﹤0.01% 601
2021
Q4 		$25K Buy
165
+21
+15% +$2.93K ﹤0.01% 575
2021
Q3 		$16K Sell
144
-6
-4% -$629 ﹤0.01% 629
2021
Q2 		$16K Hold
150
– – ﹤0.01% 615
2021
Q1 		$15K Buy
150
+29
+24% +$2.82K ﹤0.01% 558
2020
Q4 		$11K Sell
121
-46
-28% -$3.41K ﹤0.01% 596
2020
Q3 		$9K Sell
167
-8
-5% -$420 ﹤0.01% 583
2020
Q2 		$9K Hold
175
– – ﹤0.01% 558
2020
Q1 		$7K Hold
175
– – ﹤0.01% 557
2019
Q4 		$11K Hold
175
– – ﹤0.01% 614
2019
Q3 		$10K Hold
175
– – ﹤0.01% 599
2019
Q2 		$9K Buy
175
+112
+178% +$5.93K ﹤0.01% 594
2019
Q1 		$3.21K Hold
63
– – ﹤0.01% 736
2018
Q4 		$2.72K Buy
+63
New +$2.9K ﹤0.01% 777

Other funds holding WD

CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Steinberg Asset Management
Steinberg Asset Management New York $154M AUM 31.68% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

MassMutual Private Wealth & Trust's WD Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Walker & Dunlop (WD) stake by 93% in Q3 2026, selling an estimated $12.9K and leaving 23 shares worth $808. The position accounts for ﹤0.01% of the portfolio, ranked #2135.

MassMutual Private Wealth & Trust first reported a position in WD in Q4 2018 and has held it in 31 quarters since. The position peaked at $25K in Q4 2021. 58 funds tracked by Wall St. Rank hold WD as of Q3 2026.

  • MassMutual Private Wealth & Trust held 23 shares of Walker & Dunlop worth $808 as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 292 Walker & Dunlop shares in Q3 2026, an estimated $12.9K.
  • Walker & Dunlop made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2135 holding.
  • MassMutual Private Wealth & Trust first reported a position in Walker & Dunlop in Q4 2018 and has held it in 31 quarters since.
  • MassMutual Private Wealth & Trust's Walker & Dunlop position peaked at $25K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.