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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Jupiter Topco New York $245B AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Spinnaker Investment Group's WD Position: Q2 2026 in Review

Spinnaker Investment Group opened a new position in Walker & Dunlop (WD) in Q2 2026: 12,777 shares worth $699K. The stake represents 0.11% of the portfolio and ranks #77 among its holdings. This is a return to the name: Spinnaker Investment Group previously reported a position in WD as recently as Q4 2025.

Spinnaker Investment Group first reported a position in WD in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.54M in Q4 2023. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

Spinnaker Investment Group held 12,777 shares of Walker & Dunlop worth $699K as of Q2 2026.
Walker & Dunlop was a new Spinnaker Investment Group position in Q2 2026.
Walker & Dunlop made up 0.11% of Spinnaker Investment Group's portfolio in Q2 2026, its #77 holding.
Spinnaker Investment Group first reported a position in Walker & Dunlop in Q4 2022 and has held it in 13 quarters since.
Spinnaker Investment Group's Walker & Dunlop position peaked at $1.54M in Q4 2023.
267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.