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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Jupiter Topco New York $245B AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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 Wealth Management Group's WD Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in Walker & Dunlop (WD) in Q2 2026: 29 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #1207 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in WD as recently as Q4 2025.

Private Wealth Management Group first reported a position in WD in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.44K in Q4 2023. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

Private Wealth Management Group held 29 shares of Walker & Dunlop worth $1.59K as of Q2 2026.
Walker & Dunlop was a new Private Wealth Management Group position in Q2 2026.
Walker & Dunlop made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1207 holding.
Private Wealth Management Group first reported a position in Walker & Dunlop in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Walker & Dunlop position peaked at $2.44K in Q4 2023.
267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.