Rockefeller Capital Management
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Rockefeller Capital Management’s Walker & Dunlop WD Stock Holding History

Rockefeller Capital Management’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 		$13.1M Sell
239,143
-2,177
-0.9% -$110K 0.02% 626
2026
Q1 		$10.7M Buy
241,320
+26,060
+12% +$1.47M 0.02% 661
2025
Q4 		$12.9M Sell
215,260
-140,271
-39% -$9.96M 0.02% 570
2025
Q3 		$29.7M Buy
355,531
+30,760
+9% +$2.48M 0.06% 302
2025
Q2 		$22.9M Buy
324,771
+53,049
+20% +$3.83M 0.05% 348
2025
Q1 		$23.2M Buy
271,722
+126,818
+88% +$11.4M 0.06% 317
2024
Q4 		$14.1M Buy
144,904
+17,103
+13% +$1.85M 0.04% 441
2024
Q3 		$14.5M Buy
127,801
+20,037
+19% +$2.1M 0.04% 430
2024
Q2 		$10.6M Buy
107,764
+43,654
+68% +$4.15M 0.03% 499
2024
Q1 		$6.48M Buy
64,110
+3,074
+5% +$295K 0.02% 625
2023
Q4 		$6.78M Buy
61,036
+41,774
+217% +$3.43M 0.02% 564
2023
Q3 		$1.43M Buy
+19,262
New +$1.63M 0.01% 964
2023
Q2 		– Sell
-4,087
Closed -$311K – 2038
2023
Q1 		$311K Buy
4,087
+1,597
+64% +$139K ﹤0.01% 1562
2022
Q4 		$194K Buy
2,490
+45
+2% +$3.78K ﹤0.01% 1672
2022
Q3 		$204K Buy
2,445
+60
+3% +$6.13K ﹤0.01% 1642
2022
Q2 		$229K Buy
2,385
+59
+3% +$6.51K ﹤0.01% 1572
2022
Q1 		$301K Buy
2,326
+59
+3% +$8.1K ﹤0.01% 1527
2021
Q4 		$342K Sell
2,267
-325
-13% -$45.3K ﹤0.01% 1453
2021
Q3 		$294K Buy
2,592
+2,337
+916% +$245K ﹤0.01% 1448
2021
Q2 		$26K Sell
255
-22
-8% -$2.3K ﹤0.01% 2378
2021
Q1 		$28K Buy
277
+30
+12% +$2.92K ﹤0.01% 2139
2020
Q4 		$22K Buy
+247
New +$18.3K ﹤0.01% 1972

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 $3.37T 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
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 $5.96B AUM 38.5% 1-Year Est. Return

Rockefeller Capital Management's WD Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Walker & Dunlop (WD) stake by 0.9% in Q2 2026, selling an estimated $110K and leaving 239,143 shares worth $13.1M. The position accounts for 0.02% of the portfolio, ranked #626.

Rockefeller Capital Management first reported a position in WD in Q4 2020 and has held it in 22 quarters since. The position peaked at $29.7M in Q3 2025. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Rockefeller Capital Management held 239,143 shares of Walker & Dunlop worth $13.1M as of Q2 2026.
  • Rockefeller Capital Management sold 2,177 Walker & Dunlop shares in Q2 2026, an estimated $110K.
  • Walker & Dunlop made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #626 holding.
  • Rockefeller Capital Management first reported a position in Walker & Dunlop in Q4 2020 and has held it in 22 quarters since.
  • Rockefeller Capital Management's Walker & Dunlop position peaked at $29.7M in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.