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Root Financial Partners’s Walker & Dunlop WD Stock Holding History

Root Financial Partners’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 		$1.95K Buy
44
+10
+29% +$564 ﹤0.01% 2330
2025
Q4 		$2.04K Sell
34
-62
-65% -$4.4K ﹤0.01% 1984
2025
Q3 		$8.03K Buy
+96
New +$7.73K ﹤0.01% 1541

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
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

Root Financial Partners's WD Position: Q1 2026 in Review

Root Financial Partners increased its Walker & Dunlop (WD) stake by 29% in Q1 2026, buying an estimated $564 and bringing the position to 44 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Root Financial Partners first reported a position in WD in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.03K in Q3 2025. 255 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • Root Financial Partners held 44 shares of Walker & Dunlop worth $1.95K as of Q1 2026.
  • Root Financial Partners bought 10 Walker & Dunlop shares in Q1 2026, an estimated $564.
  • Walker & Dunlop made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2330 holding.
  • Root Financial Partners first reported a position in Walker & Dunlop in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Walker & Dunlop position peaked at $8.03K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.