Private Wealth Management Group’s Walker & Dunlop WD Stock Holding History

Private Wealth Management 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 Q3	$1.02K	Hold	29	–	–	﹤0.01%	1329
2026 Q2	$1.59K	Buy	+29	New	+$1.47K	﹤0.01%	1207
2026 Q1	–	Sell	-17	Closed	-$1.02K	–	1562
2025 Q4	$1.02K	Buy	17 +9	+113%	+$639	﹤0.01%	1263
2025 Q3	$669	Hold	8	–	–	﹤0.01%	1377
2025 Q2	$564	Hold	8	–	–	﹤0.01%	1406
2025 Q1	$683	Hold	8	–	–	﹤0.01%	1342
2024 Q4	$778	Hold	8	–	–	﹤0.01%	1355
2024 Q3	$909	Hold	8	–	–	﹤0.01%	1311
2024 Q2	$786	Sell	8 -14	-64%	-$1.33K	﹤0.01%	1338
2024 Q1	$2.22K	Hold	22	–	–	﹤0.01%	919
2023 Q4	$2.44K	Buy	+22	New	+$1.81K	﹤0.01%	895

Other funds holding WD

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Private Wealth Management Group's WD Position: Q3 2026 in Review

Private Wealth Management Group held its Walker & Dunlop (WD) position steady in Q3 2026 at 29 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Private Wealth Management Group first reported a position in WD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.44K in Q4 2023. 26 funds tracked by Wall St. Rank hold WD as of Q3 2026.

Private Wealth Management Group held 29 shares of Walker & Dunlop worth $1.02K as of Q3 2026.
Private Wealth Management Group left its Walker & Dunlop share count unchanged in Q3 2026.
Walker & Dunlop made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1329 holding.
Private Wealth Management Group first reported a position in Walker & Dunlop in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Walker & Dunlop position peaked at $2.44K in Q4 2023.
26 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.