SWM
WD icon

SHP Wealth Management’s Walker & Dunlop WD Stock Holding History

SHP Wealth 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 		$65 Buy
+1
New +$51 ﹤0.01% 1950

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

SHP Wealth Management's WD Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Walker & Dunlop (WD) in Q2 2026: 1 share worth $65. The stake represents ﹤0.01% of the portfolio and ranks #1950 among its holdings.

267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • SHP Wealth Management held 1 share of Walker & Dunlop worth $65 as of Q2 2026.
  • Walker & Dunlop was a new SHP Wealth Management position in Q2 2026.
  • Walker & Dunlop made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1950 holding.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.