Wealth Enhancement Advisory Services’s Walker & Dunlop WD Stock Holding History

Wealth Enhancement Advisory Services’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	$769K	Buy	15,302 +10,020	+190%	+$507K	﹤0.01%	2294
2026 Q1	$235K	Sell	5,282 -587	-10%	-$33.1K	﹤0.01%	3002
2025 Q4	$360K	Buy	5,869 +859	+17%	+$61K	﹤0.01%	2757
2025 Q3	$403K	Buy	5,010 +398	+9%	+$32.1K	﹤0.01%	2544
2025 Q2	$348K	Sell	4,612 -177	-4%	-$12.8K	﹤0.01%	2520
2025 Q1	$409K	Sell	4,789 -46	-1%	-$4.12K	﹤0.01%	2188
2024 Q4	$470K	Sell	4,835 -632	-12%	-$68.4K	﹤0.01%	2032
2024 Q3	$621K	Sell	5,467 -150	-3%	-$15.7K	﹤0.01%	1668
2024 Q2	$552K	Sell	5,617 -9	-0.2%	-$856	﹤0.01%	1592
2024 Q1	$569K	Buy	+5,626	New	+$540K	﹤0.01%	1502

Other funds holding WD

ERIC

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

DKCM

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services's WD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Walker & Dunlop (WD) stake by 190% in Q2 2026, buying an estimated $507K and bringing the position to 15,302 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

Wealth Enhancement Advisory Services first reported a position in WD in Q1 2024 and has held it in 10 quarters since. 25 funds tracked by Wall St. Rank hold WD as of Q2 2026.

Wealth Enhancement Advisory Services held 15,302 shares of Walker & Dunlop worth $769K as of Q2 2026.
Wealth Enhancement Advisory Services bought 10,020 Walker & Dunlop shares in Q2 2026, an estimated $507K.
Walker & Dunlop made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2294 holding.
Wealth Enhancement Advisory Services first reported a position in Walker & Dunlop in Q1 2024 and has held it in 10 quarters since.
25 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.