SIG
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Spinnaker Investment Group’s Walker & Dunlop WD Stock Holding History

Spinnaker Investment Group’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 		$699K Buy
+12,777
New +$647K 0.11% 77
2026
Q1 		– Sell
-11,868
Closed -$714K – 178
2025
Q4 		$714K Sell
11,868
-317
-3% -$22.5K 0.13% 58
2025
Q3 		$1.02M Buy
+12,185
New +$981K 0.19% 44
2025
Q2 		– Sell
-11,379
Closed -$971K – 114
2025
Q1 		$971K Hold
11,379
– – 0.22% 39
2024
Q4 		$1.11M Sell
11,379
-1,471
-11% -$159K 0.27% 33
2024
Q3 		$1.46M Sell
12,850
-2,171
-14% -$227K 0.36% 25
2024
Q2 		$1.48M Buy
15,021
+1,180
+9% +$112K 0.41% 22
2024
Q1 		$1.4M Hold
13,841
– – 0.39% 25
2023
Q4 		$1.54M Buy
13,841
+10,963
+381% +$900K 0.47% 22
2023
Q3 		$214K Hold
2,878
– – 0.07% 80
2023
Q2 		$228K Sell
2,878
-2,374
-45% -$171K 0.08% 79
2023
Q1 		$400K Hold
5,252
– – 0.14% 56
2022
Q4 		$412K Buy
+5,252
New +$441K 0.15% 54

Other funds holding WD

ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return