Strategic Wealth Partners
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
Q3 		$3.51K Hold
100
– – ﹤0.01% 901
2026
Q2 		$5.47K Hold
100
– – ﹤0.01% 1040
2026
Q1 		$4.44K Hold
100
– – ﹤0.01% 1053
2025
Q4 		$6.02K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Erste Asset Management
Erste Asset Management Vienna, Austria $13.7B AUM 40.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Strategic Wealth Partners's WD Position: Q3 2026 in Review

Strategic Wealth Partners held its Walker & Dunlop (WD) position steady in Q3 2026 at 100 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Strategic Wealth Partners first reported a position in WD in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.36K in Q3 2025. 175 funds tracked by Wall St. Rank hold WD as of Q3 2026.

  • Strategic Wealth Partners held 100 shares of Walker & Dunlop worth $3.51K as of Q3 2026.
  • Strategic Wealth Partners left its Walker & Dunlop share count unchanged in Q3 2026.
  • Walker & Dunlop made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q3 2026, its #901 holding.
  • Strategic Wealth Partners first reported a position in Walker & Dunlop in Q2 2025 and has held it in 6 quarters since.
  • Strategic Wealth Partners's Walker & Dunlop position peaked at $8.36K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on Strategic Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.