PTC
WD icon

Private Trust Company’s Walker & Dunlop WD Stock Holding History

Private Trust Company’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
-173
Closed -$10.4K – 2697
2025
Q4 		$10.4K Buy
173
+79
+84% +$5.61K ﹤0.01% 1915
2025
Q3 		$7.86K Buy
94
+33
+54% +$2.66K ﹤0.01% 2002
2025
Q2 		$4.3K Buy
61
+15
+33% +$1.08K ﹤0.01% 2104
2025
Q1 		$3.93K Buy
+46
New +$4.12K ﹤0.01% 2116

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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

Private Trust Company's WD Position: Q1 2026 in Review

Private Trust Company sold out of Walker & Dunlop (WD) in Q1 2026, closing a stake of 173 shares — an estimated $10.4K sold.

Private Trust Company first reported a position in WD in Q1 2025 and held it in 4 quarters. The position peaked at $10.4K in Q4 2025. 255 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • Private Trust Company reported no remaining Walker & Dunlop position as of Q1 2026 after selling out during the quarter.
  • Private Trust Company sold 173 Walker & Dunlop shares in Q1 2026, an estimated $10.4K.
  • Private Trust Company first reported a position in Walker & Dunlop in Q1 2025 and held it in 4 quarters.
  • Private Trust Company's Walker & Dunlop position peaked at $10.4K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.