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Twin Peaks Wealth Advisors’s Walker & Dunlop WD Stock Holding History

Twin Peaks Wealth Advisors’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
2025
Q3 		– Sell
-63
Closed -$5.25K – 2117
2025
Q2 		$5.25K Buy
+63
New +$4.55K ﹤0.01% 1292

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Twin Peaks Wealth Advisors's WD Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Walker & Dunlop (WD) in Q3 2025, closing a stake of 63 shares — an estimated $5.25K sold.

Twin Peaks Wealth Advisors first reported a position in WD in Q2 2025 and held it in 1 quarter. The position peaked at $5.25K in Q2 2025. 283 funds tracked by Wall St. Rank hold WD as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Walker & Dunlop position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 63 Walker & Dunlop shares in Q3 2025, an estimated $5.25K.
  • Twin Peaks Wealth Advisors first reported a position in Walker & Dunlop in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Walker & Dunlop position peaked at $5.25K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.