SWP
WD icon

Strategic Wealth Partners’s Walker & Dunlop WD Stock Holding History

Strategic Wealth Partners’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
Q1 		$4.44K Hold
100
– – ﹤0.01% 1053
2025
Q4 		$6.01K Hold
100
– – ﹤0.01% 1020
2025
Q3 		$8.36K Hold
100
– – ﹤0.01% 928
2025
Q2 		$7.05K Buy
+100
New +$7.22K ﹤0.01% 847

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Strategic Wealth Partners's WD Position: Q1 2026 in Review

Strategic Wealth Partners held its Walker & Dunlop (WD) position steady in Q1 2026 at 100 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Strategic Wealth Partners first reported a position in WD in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.36K in Q3 2025. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • Strategic Wealth Partners held 100 shares of Walker & Dunlop worth $4.44K as of Q1 2026.
  • Strategic Wealth Partners left its Walker & Dunlop share count unchanged in Q1 2026.
  • Walker & Dunlop made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1053 holding.
  • Strategic Wealth Partners first reported a position in Walker & Dunlop in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Walker & Dunlop position peaked at $8.36K in Q3 2025.
  • 254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.