Wealth Enhancement Advisory Services
WD icon

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
Q3 		$205K Sell
5,975
-9,327
-61% -$412K ﹤0.01% 3722
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

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
First American Bank
First American Bank Dundee, Illinois $1.81B AUM 24.18% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's WD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Walker & Dunlop (WD) stake by 61% in Q3 2026, selling an estimated $412K and leaving 5,975 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #3722.

Wealth Enhancement Advisory Services first reported a position in WD in Q1 2024 and has held it in 11 quarters since. The position peaked at $769K in Q2 2026. 37 funds tracked by Wall St. Rank hold WD as of Q3 2026.

  • Wealth Enhancement Advisory Services held 5,975 shares of Walker & Dunlop worth $205K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 9,327 Walker & Dunlop shares in Q3 2026, an estimated $412K.
  • Walker & Dunlop made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3722 holding.
  • Wealth Enhancement Advisory Services first reported a position in Walker & Dunlop in Q1 2024 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's Walker & Dunlop position peaked at $769K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.