RPg Family Wealth Advisory’s Walker & Dunlop WD Stock Holding History

RPg Family Wealth Advisory’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	$5.68M	Buy	127,992 +110,210	+620%	+$6.21M	1.19%	28
2025 Q4	$1.07M	Buy	17,782 +7,102	+66%	+$504K	0.24%	85
2025 Q3	$893K	Buy	+10,680	New	+$860K	0.2%	86
2022 Q1	–	Sell	-2,111	Closed	-$319K	–	357
2021 Q4	$319K	Sell	2,111 -1,989	-49%	-$277K	0.13%	94
2021 Q3	$465K	Sell	4,100 -1,842	-31%	-$193K	0.2%	83
2021 Q2	$620K	Buy	+5,942	New	+$622K	0.25%	67
2020 Q4	$1.24M	Sell	13,478 -9,497	-41%	-$704K	0.59%	50
2020 Q3	$1.22M	Buy	22,975 +17,650	+331%	+$926K	0.64%	51
2020 Q2	$271K	Buy	5,325 +3,550	+200%	+$145K	0.17%	100
2020 Q1	$71.5K	Buy	+1,775	New	+$112K	0.06%	120

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

RPg Family Wealth Advisory's WD Position: Q1 2026 in Review

RPg Family Wealth Advisory increased its Walker & Dunlop (WD) stake by 620% in Q1 2026, buying an estimated $6.21M and bringing the position to 127,992 shares worth $5.68M. The position accounts for 1.19% of the portfolio, ranked #28.

RPg Family Wealth Advisory first reported a position in WD in Q1 2020 and has held it in 10 quarters since. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

RPg Family Wealth Advisory held 127,992 shares of Walker & Dunlop worth $5.68M as of Q1 2026.
RPg Family Wealth Advisory bought 110,210 Walker & Dunlop shares in Q1 2026, an estimated $6.21M.
Walker & Dunlop made up 1.19% of RPg Family Wealth Advisory's portfolio in Q1 2026, its #28 holding.
RPg Family Wealth Advisory first reported a position in Walker & Dunlop in Q1 2020 and has held it in 10 quarters since.
254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.