TWD
WD icon

True Wealth Design’s Walker & Dunlop WD Stock Holding History

True Wealth Design’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
-40
Closed -$2.19K – 2797
2026
Q2 		$2.19K Buy
40
+2
+5% +$101 ﹤0.01% 1654
2026
Q1 		$1.69K Buy
38
+9
+31% +$507 ﹤0.01% 1614
2025
Q4 		$1.75K Buy
29
+26
+867% +$1.84K ﹤0.01% 1501
2025
Q3 		$251 Buy
3
+2
+200% +$161 ﹤0.01% 2245
2025
Q2 		$71 Sell
1
-7
-88% -$506 ﹤0.01% 2321
2025
Q1 		$683 Buy
+8
New +$716 ﹤0.01% 1424

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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

True Wealth Design's WD Position: Q3 2026 in Review

True Wealth Design sold out of Walker & Dunlop (WD) in Q3 2026, closing a stake of 40 shares — an estimated $2.19K sold.

True Wealth Design first reported a position in WD in Q1 2025 and held it in 6 quarters. The position peaked at $2.19K in Q2 2026. 8 funds tracked by Wall St. Rank hold WD as of Q3 2026.

  • True Wealth Design reported no remaining Walker & Dunlop position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 40 Walker & Dunlop shares in Q3 2026, an estimated $2.19K.
  • True Wealth Design first reported a position in Walker & Dunlop in Q1 2025 and held it in 6 quarters.
  • True Wealth Design's Walker & Dunlop position peaked at $2.19K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.