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Plante Moran Financial Advisors’s Walker & Dunlop WD Stock Holding History

Plante Moran Financial Advisors’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 		$492 Buy
+9
New +$456 ﹤0.01% 1120
2021
Q2 		– Sell
-65
Closed -$7K – 1108
2021
Q1 		$7K Buy
+65
New +$6.32K ﹤0.01% 725

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Jupiter Topco New York $245B AUM
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 $5.66B AUM 23.19% 1-Year Est. Return

Plante Moran Financial Advisors's WD Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Walker & Dunlop (WD) in Q2 2026: 9 shares worth $492. The stake represents ﹤0.01% of the portfolio and ranks #1120 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in WD as recently as Q1 2021.

Plante Moran Financial Advisors first reported a position in WD in Q1 2021 and has held it in 2 quarters since. The position peaked at $7K in Q1 2021. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Plante Moran Financial Advisors held 9 shares of Walker & Dunlop worth $492 as of Q2 2026.
  • Walker & Dunlop was a new Plante Moran Financial Advisors position in Q2 2026.
  • Walker & Dunlop made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1120 holding.
  • Plante Moran Financial Advisors first reported a position in Walker & Dunlop in Q1 2021 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Walker & Dunlop position peaked at $7K in Q1 2021.
  • 266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.