RFWA
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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
Q2 		$8.14M Buy
148,814
+20,822
+16% +$1.05M 1.36% 23
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
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 $3.38T AUM 44.17% 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 $5.66B AUM 23.19% 1-Year Est. Return

RPg Family Wealth Advisory's WD Position: Q2 2026 in Review

RPg Family Wealth Advisory increased its Walker & Dunlop (WD) stake by 16% in Q2 2026, buying an estimated $1.05M and bringing the position to 148,814 shares worth $8.14M. The position accounts for 1.36% of the portfolio, ranked #23.

RPg Family Wealth Advisory first reported a position in WD in Q1 2020 and has held it in 11 quarters since. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • RPg Family Wealth Advisory held 148,814 shares of Walker & Dunlop worth $8.14M as of Q2 2026.
  • RPg Family Wealth Advisory bought 20,822 Walker & Dunlop shares in Q2 2026, an estimated $1.05M.
  • Walker & Dunlop made up 1.36% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #23 holding.
  • RPg Family Wealth Advisory first reported a position in Walker & Dunlop in Q1 2020 and has held it in 11 quarters since.
  • 266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.