Merit Financial Group’s Walker & Dunlop WD Stock Holding History

Merit Financial Group’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	$328K	Buy	+5,989	New	+$303K	﹤0.01%	1760

Other funds holding WD

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

Wealth Enhancement Advisory Services

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

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

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

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

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

Handelsbanken Fonder

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

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

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

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

Merit Financial Group's WD Position: Q2 2026 in Review

Merit Financial Group opened a new position in Walker & Dunlop (WD) in Q2 2026: 5,989 shares worth $328K. The stake represents ﹤0.01% of the portfolio and ranks #1760 among its holdings.

25 funds tracked by Wall St. Rank hold WD as of Q2 2026.

Merit Financial Group held 5,989 shares of Walker & Dunlop worth $328K as of Q2 2026.
Walker & Dunlop was a new Merit Financial Group position in Q2 2026.
Walker & Dunlop made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1760 holding.
25 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.