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 28 Million shares, which have been reported (via 13F filing form) to have a value of $2.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
100
shares
|
$7,336
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
92
shares
|
$6,749
0.0% of portfolio
|
Q1 2025
Added 24.32%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
92
shares
|
$6,749
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
90
shares
|
$6,602
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
78
shares
|
$5,722
0.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
75
shares
|
$5,502
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
74
shares
|
$5,428
0.0% of portfolio
|
Q1 2025
Reduced 68.91%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
70
shares
|
$5,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
54
shares
|
$3,961
0.0% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
53
shares
|
$3,888
0.0% of portfolio
|
Q1 2025
Reduced 83.28%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
46
shares
|
$3,374
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
44
shares
|
$3,227
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
42
shares
|
$3,081
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
41
shares
|
$3,007
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
37
shares
|
$2,714
0.0% of portfolio
|
Q4 2024
Added 105.56%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
35
shares
|
$2,567
0.0% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
35
shares
|
$2,567
0.0% of portfolio
|
Q3 2022
Added 250.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
35
shares
|
$2,567
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
35
shares
|
$2,567
0.0% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
31
shares
|
$2,274
0.0% of portfolio
|
Q1 2025
Added 342.86%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
30
shares
|
$2,200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
29
shares
|
$2,127
0.0% of portfolio
|
Q1 2025
Added 26.09%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
26
shares
|
$1,907
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
26
shares
|
$1,907
0.0% of portfolio
|
Q1 2025
Reduced 21.21%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
23
shares
|
$1,687
0.0% of portfolio
|
Q1 2025
New holding
|