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 Q2	–	Sell	-44	Closed	-$1.95K	–	3151
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 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

Root Financial Partners's WD Position: Q2 2026 in Review

Root Financial Partners sold out of Walker & Dunlop (WD) in Q2 2026, closing a stake of 44 shares — an estimated $1.95K sold.

Root Financial Partners first reported a position in WD in Q3 2025 and held it in 3 quarters. The position peaked at $8.03K in Q3 2025. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

Root Financial Partners reported no remaining Walker & Dunlop position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 44 Walker & Dunlop shares in Q2 2026, an estimated $1.95K.
Root Financial Partners first reported a position in Walker & Dunlop in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Walker & Dunlop position peaked at $8.03K in Q3 2025.
266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.