Institutional Ownership Walker & Dunlop, Inc. (WD)
This table provides information about the institutional ownership of Walker & Dunlop, Inc. (WD). We have compiled data on the 312 institutions that hold shares in the stock, with a total of 27.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
92
shares
|
$6,957
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
90
shares
|
$6,805
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
78
shares
|
$5,898
0.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
76
shares
|
$5,747
0.0% of portfolio
|
Q2 2025
Added 117.14%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
75
shares
|
$5,671
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
74
shares
|
$5,595
0.0% of portfolio
|
Q1 2025
Reduced 68.91%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
70
shares
|
$5,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
58
shares
|
$4,385
0.0% of portfolio
|
Q2 2025
Reduced 43.14%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
54
shares
|
$4,083
0.0% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
53
shares
|
$4,007
0.0% of portfolio
|
Q1 2025
Reduced 83.28%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
46
shares
|
$3,478
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
44
shares
|
$3,327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
42
shares
|
$3,176
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
41
shares
|
$3,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
37
shares
|
$2,797
0.0% of portfolio
|
Q4 2024
Added 105.56%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
35
shares
|
$2,646
0.0% of portfolio
|
Q3 2022
Added 250.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
35
shares
|
$2,646
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
35
shares
|
$2,646
0.0% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
31
shares
|
$2,344
0.0% of portfolio
|
Q1 2025
Added 342.86%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
30
shares
|
$2,268
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
29
shares
|
$2,192
0.0% of portfolio
|
Q1 2025
Added 26.09%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
26
shares
|
$1,966
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
26
shares
|
$1,966
0.0% of portfolio
|
Q1 2025
Reduced 21.21%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
23
shares
|
$1,739
0.0% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
23
shares
|
$1,739
0.0% of portfolio
|
Q1 2025
Added 109.09%
|