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 |
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
23
shares
|
$1,687
0.0% of portfolio
|
Q4 2022
Added 9.52%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
23
shares
|
$1,687
0.0% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
23
shares
|
$1,687
0.0% of portfolio
|
Q1 2025
Added 109.09%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
18
shares
|
$1,320
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
18
shares
|
$1,320
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
17
shares
|
$1,247
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
15
shares
|
$1,100
0.0% of portfolio
|
Q1 2025
Reduced 78.26%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
14
shares
|
$1,027
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
12
shares
|
$880
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$733
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
8
shares
|
$586
0.0% of portfolio
|
Q2 2024
Reduced 63.64%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
8
shares
|
$586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
8
shares
|
$586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
7
shares
|
$513
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
7
shares
|
$513
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7
shares
|
$513
0.0% of portfolio
|
Q4 2023
Reduced 46.15%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6
shares
|
$440
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
6
shares
|
$440
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
6
shares
|
$440
0.0% of portfolio
|
Q1 2023
Reduced 79.31%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
6
shares
|
$440
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
5
shares
|
$366
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5
shares
|
$366
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3
shares
|
$220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
1
shares
|
$73
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1
shares
|
$73
0.0% of portfolio
|
Q2 2024
New holding
|