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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
Q3 		– Sell
-12,777
Closed -$699K – 189
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Spinnaker Investment Group's WD Position: Q3 2026 in Review

Spinnaker Investment Group sold out of Walker & Dunlop (WD) in Q3 2026, closing a stake of 12,777 shares — an estimated $699K sold.

Spinnaker Investment Group first reported a position in WD in Q4 2022 and held it in 13 quarters. The position peaked at $1.54M in Q4 2023. 7 funds tracked by Wall St. Rank hold WD as of Q3 2026.

  • Spinnaker Investment Group reported no remaining Walker & Dunlop position as of Q3 2026 after selling out during the quarter.
  • Spinnaker Investment Group sold 12,777 Walker & Dunlop shares in Q3 2026, an estimated $699K.
  • Spinnaker Investment Group first reported a position in Walker & Dunlop in Q4 2022 and held it in 13 quarters.
  • Spinnaker Investment Group's Walker & Dunlop position peaked at $1.54M in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.