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Swan Capital’s Walker & Dunlop WD Stock Holding History

Swan Capital’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 		$2.01K Buy
37
+1
+3% +$51 ﹤0.01% 368
2026
Q1 		$1.61K Hold
36
– – ﹤0.01% 390
2025
Q4 		$2.15K Buy
+36
New +$2.56K ﹤0.01% 328

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
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

Swan Capital's WD Position: Q2 2026 in Review

Swan Capital increased its Walker & Dunlop (WD) stake by 2.8% in Q2 2026, buying an estimated $51 and bringing the position to 37 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Swan Capital first reported a position in WD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.15K in Q4 2025. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Swan Capital held 37 shares of Walker & Dunlop worth $2.01K as of Q2 2026.
  • Swan Capital bought 1 Walker & Dunlop share in Q2 2026, an estimated $51.
  • Walker & Dunlop made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #368 holding.
  • Swan Capital first reported a position in Walker & Dunlop in Q4 2025 and has held it in 3 quarters since.
  • Swan Capital's Walker & Dunlop position peaked at $2.15K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.