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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Private Wealth Management Group's WD Position: Q1 2026 in Review

Private Wealth Management Group sold out of Walker & Dunlop (WD) in Q1 2026, closing a stake of 17 shares — an estimated $1.02K sold.

Private Wealth Management Group first reported a position in WD in Q4 2023 and held it in 9 quarters. The position peaked at $2.44K in Q4 2023. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

Private Wealth Management Group reported no remaining Walker & Dunlop position as of Q1 2026 after selling out during the quarter.
Private Wealth Management Group sold 17 Walker & Dunlop shares in Q1 2026, an estimated $1.02K.
Private Wealth Management Group first reported a position in Walker & Dunlop in Q4 2023 and held it in 9 quarters.
Private Wealth Management Group's Walker & Dunlop position peaked at $2.44K in Q4 2023.
254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.