Walker & DunlopWD
13F holders, Q2 2025 (June 30)284holders −8
39new positions
48sold out
6famous investors
$70.53avg. 13F price*
At the end of Q2 2025, 284 institutions reported holding Walker & Dunlop Inc. (WD) in their 13F filings, down 8 from Q1 2025. 39 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($341.7M), Vanguard Group Inc. ($262.7M) and Janus Henderson Group PLC ($109.9M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Walker & Dunlop Inc.
- CUSIP
- 93148P102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $38.7M |
| Exits | 48 | $75.0M |
All 13F filers, Q1 2025 → Q2 2025: 2,174,755 shares bought and 2,444,246 shares sold, net −269,491 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 284 holders
| BlackRock, Inc. | 0.01% | Reduce -3.2% | 4,848,449 | $341.7M |
| Vanguard Group Inc. | 0.00% | Add +0.7% | 3,726,642 | $262.7M |
| Janus Henderson Group PLC | 0.05% | Reduce -16.2% | 1,559,135 | $109.9M |
| State Street Corp. | 0.00% | Add +0.2% | 1,472,529 | $103.8M |
| Victory Capital Management Inc. | 0.06% | Reduce -8.1% | 1,280,452 | $90.2M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Add +4.1% | 1,268,373 | $89.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.2% | 1,256,942 | $88.6M |
| Alliancebernstein L.P. | 0.02% | Reduce -0.4% | 1,084,789 | $76.5M |
| Geode Capital Management, LLC | 0.00% | Add +2.9% | 771,212 | $54.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.4% | 461,299 | $32.5M |
| Bank of America Corp. | 0.00% | Reduce -21.9% | 443,794 | $31.3M |
| Morgan Stanley | 0.00% | Reduce -1.3% | 432,045 | $30.5M |
| Royce & Associates LP | 0.31% | Add +52.7% | 431,749 | $30.4M |
| Norges Bank | 0.00% | Add +4.3% | 431,641 | $30.4M |
| FMR LLC | 0.00% | Reduce -41.2% | 410,949 | $29.0M |
| Northern Trust Corp. | 0.00% | Reduce -15.4% | 361,352 | $25.5M |
| Rockefeller Capital Management L.P. | 0.05% | Add +19.5% | 324,771 | $22.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.0% | 319,546 | $22.5M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -0.1% | 261,856 | $18.5M |
| Millennium Management | 0.02% | Add +6841.6% | 256,421 | $18.1M |
| Brown Advisory Inc. | 0.02% | Reduce -1.1% | 229,345 | $16.2M |
| Deprince Race & Zollo Inc. | 0.32% | Reduce -0.6% | 216,913 | $15.3M |
| Balyasny Asset Management L.P. | 0.03% | New | 214,912 | $15.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +71.0% | 209,387 | $14.8M |
| JPMorgan Chase & Co. | 0.00% | Add +64.3% | 203,584 | $14.3M |
| American Century Companies Inc. | 0.01% | Reduce -48.6% | 187,763 | $13.2M |
| Tributary Capital Management, LLC | 1.05% | Add +18.6% | 168,338 | $11.9M |
| Principal Financial Group Inc. | 0.01% | Add +0.0% | 160,117 | $11.3M |
| Erste Asset Management GmbH | 0.10% | Add +6.7% | 160,000 | $11.3M |
| Amundi | 0.00% | Reduce -7.0% | 150,234 | $11.1M |
| Alyeska Investment Group, L.P. | 0.04% | Add +77.7% | 151,684 | $10.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +116.6% | 147,475 | $10.4M |
| Kathmere Capital Management, LLC | 0.75% | No change | 138,401 | $9.8M |
| Renaissance Technologies | 0.01% | Add +82.7% | 136,300 | $9.6M |
| Citadel Advisors | 0.01% | Add +81.1% | 135,000 | $9.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +21.5% | 130,884 | $9.2M |
| Thornburg Investment Management Inc. | 0.11% | Reduce -7.8% | 118,734 | $8.4M |
| First Sabrepoint Capital Management LP | 3.53% | Add +23.1% | 117,000 | $8.2M |
| Nuveen, LLC | 0.00% | Reduce -10.7% | 116,908 | $8.2M |
| Jane Street Group, LLC | 0.01% | Add +83.2% | 114,519 | $8.1M |
| Deutsche Bank AG | 0.00% | Add +13.2% | 113,657 | $8.0M |
| Nixon Capital, LLC | 2.54% | Add +11.0% | 110,903 | $7.8M |
| Public Sector Pension Investment Board | 0.03% | Add +8.3% | 110,090 | $7.8M |
| Rhumbline Advisers | 0.01% | Add +4.6% | 97,395 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.7% | 95,491 | $6.7M |
| Crawford Investment Counsel Inc. | 0.12% | Add +9.9% | 95,388 | $6.7M |
| ArrowMark Colorado Holdings LLC | 0.12% | No change | 92,642 | $6.5M |
| Invesco Ltd. | 0.00% | Reduce -2.7% | 90,414 | $6.4M |
| Legal & General Group Plc | 0.00% | Add +0.7% | 88,008 | $6.2M |
| Two Sigma Investments, LP | 0.01% | Add +1140.3% | 83,993 | $5.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +116.1% | 78,070 | $5.5M |
| UBS Group AG | 0.00% | Reduce -15.8% | 75,210 | $5.3M |
| Barclays PLC | 0.00% | Add +51.9% | 71,630 | $5.0M |
| ExodusPoint Capital Management, LP | 0.06% | Add +256.8% | 69,271 | $4.9M |
| Shufro Rose & Co. LLC | 0.37% | Reduce -2.6% | 54,118 | $4.6M |
| Swiss National Bank | 0.00% | Reduce -0.8% | 64,900 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.6% | 64,660 | $4.6M |
| Cubist Systematic Strategies, LLC | 0.05% | New | 62,670 | $4.4M |
| Dark Forest Capital Management LP | 0.18% | Add +30.2% | 62,388 | $4.4M |
| Marshall Wace, LLP | 0.01% | Reduce -25.9% | 60,813 | $4.3M |
| Lighthouse Investment Partners, LLC | 0.18% | Add +70.2% | 59,855 | $4.2M |
| Franklin Resources Inc. | 0.00% | Add +11.9% | 59,385 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Add +20.0% | 54,907 | $3.9M |
| Quantbot Technologies LP | 0.09% | New | 50,594 | $3.6M |
| New York State Teachers Retirement System | 0.01% | No change | 48,650 | $3.4M |
| Tudor Investment Corporation | 0.02% | Add +84.2% | 42,965 | $3.0M |
| GW&K Investment Management, LLC | 0.03% | Reduce -4.1% | 42,625 | $3.0M |
| Verdence Capital Advisors LLC | 0.20% | Add +13.8% | 41,527 | $2.9M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -62.8% | 40,740 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +391.8% | 40,305 | $2.8M |
| Wells Fargo & Company | 0.00% | Add +30.2% | 40,114 | $2.8M |
| EULAV Asset Management | 0.06% | No change | 38,900 | $2.7M |
| Moody Aldrich Partners LLC | 0.51% | Reduce -1.5% | 37,635 | $2.7M |
| Intech Investment Management LLC | 0.02% | Add +0.7% | 35,845 | $2.5M |
| Davidson Kahn Capital Management, LLC | 1.60% | Add +6.3% | 35,389 | $2.5M |
| California Public Employees Retirement System | 0.00% | Reduce -14.5% | 35,481 | $2.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +2.8% | 34,749 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Add +23.0% | 34,517 | $2.4M |
| Verition Fund Management LLC | 0.01% | Add +269.5% | 34,079 | $2.4M |
| Prudential Financial Inc. | 0.00% | Add +8.2% | 33,995 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -36.6% | 31,186 | $2.2M |
| California State Teachers Retirement System | 0.00% | Add +0.7% | 31,143 | $2.2M |
| Holocene Advisors, LP | 0.01% | Add +1.4% | 30,908 | $2.2M |
| Allianz Asset Management GmbH | 0.00% | Add +4.7% | 29,159 | $2.1M |
| NFJ Investment Group, LLC | 0.07% | Reduce -0.6% | 28,912 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +14.9% | 28,291 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +19.6% | 28,195 | $2.0M |
| BSW Wealth Partners | 0.27% | No change | 28,077 | $2.0M |
| Two Sigma Advisers, LP | 0.00% | New | 25,200 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -8.6% | 23,738 | $1.7M |
| Aquatic Capital Management LLC | 0.03% | New | 23,102 | $1.6M |
| First Trust Advisors LP | 0.00% | Reduce -17.4% | 23,102 | $1.6M |
| State of Wisconsin Investment Board | 0.00% | Add +512.3% | 21,836 | $1.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 21,771 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.1% | 20,036 | $1.4M |
| QSV Equity Investors LLC | 1.47% | Reduce -0.8% | 20,028 | $1.4M |
| Campbell & CO Investment Adviser LLC | 0.09% | New | 19,774 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Add +6.4% | 19,692 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Add +8.2% | 19,230 | $1.4M |
| Magnetar Financial LLC | 0.01% | New | 18,865 | $1.3M |
| Creative Planning | 0.00% | Reduce -13.9% | 18,463 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -5.4% | 18,077 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.2% | 17,358 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | Add +4.6% | 16,766 | $1.2M |
| GPM Growth Investors, Inc. | 0.45% | Reduce -3.3% | 16,070 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -40.5% | 14,664 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | No change | 15,100 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +11.6% | 14,701 | $1.0M |
| Point72 Asset Management | 0.00% | New | 14,204 | $1.0M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 14,130 | $996K |
| Numerai GP LLC | 0.14% | New | 13,686 | $965K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +2.6% | 13,527 | $953K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 13,239 | $933K |
| Mackenzie Financial Corp. | 0.00% | Add +33.7% | 12,962 | $914K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.1% | 12,560 | $885K |
| Carson Advisory Inc. | 0.56% | Reduce -0.8% | 12,500 | $881K |
| AlphaQuest LLC | 0.09% | Add +40.5% | 12,381 | $873K |
| Comerica Bank | 0.00% | Add +2.4% | 12,311 | $868K |
| Yousif Capital Management, LLC | 0.01% | Add +1.4% | 12,006 | $846K |
| BNP Paribas Financial Markets | 0.00% | Add +10.2% | 11,974 | $844K |
| HSBC Holdings PLC | 0.00% | Add +102.7% | 11,559 | $812K |
| New York State Common Retirement Fund | 0.00% | Reduce -51.6% | 11,468 | $808K |
| Corient Private Wealth LP | 0.00% | Reduce -14.4% | 11,180 | $788K |
| First Eagle Investment Management, LLC | 0.00% | Add +28.2% | 11,097 | $782K |
| Arizona State Retirement System | 0.00% | Add +2.3% | 9,913 | $699K |
| Pathstone Holdings, LLC | 0.00% | Reduce -13.4% | 9,772 | $689K |
| Maryland State Retirement & Pension System | 0.01% | Add +1.4% | 9,487 | $669K |
| Twinbeech Capital LP | 0.01% | New | 9,418 | $664K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 9,400 | $663K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -6.5% | 9,325 | $657K |
| Amalgamated Bank | 0.01% | Add +0.6% | 9,201 | $648K |
| Quantinno Capital Management LP | 0.00% | Add +64.3% | 9,174 | $647K |
| LPL Financial LLC | 0.00% | Add +40.1% | 9,108 | $642K |
| Voya Investment Management LLC | 0.00% | Add +4.1% | 8,934 | $630K |
| Sei Investments Co. | 0.00% | Reduce -40.1% | 8,878 | $626K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +8.0% | 8,288 | $584K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 8,173 | $576K |
| Walleye Trading LLC | 0.01% | New | 8,070 | $569K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +0.5% | 8,000 | $564K |
| Synergy Financial Group, LTD | 0.40% | Reduce -5.4% | 7,794 | $549K |
| Caxton Associates LLP | 0.01% | New | 7,569 | $533K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.4% | 7,401 | $522K |
| ProShare Advisors LLC | 0.00% | Reduce -2.9% | 7,349 | $518K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +6.0% | 7,255 | $511K |
| ARGA Investment Management, LP | 0.01% | No change | 7,205 | $508K |
| Handelsbanken Fonder AB | 0.00% | Add +41.2% | 6,851 | $483K |
| KLP Kapitalforvaltning As | 0.00% | No change | 6,800 | $479K |
| Choreo, LLC | 0.01% | Add +9.2% | 6,731 | $474K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +46.8% | 6,402 | $451K |
| Keybank National Association | 0.00% | Reduce -13.6% | 6,340 | $447K |
| Wealthedge Investment Advisors, LLC | 0.18% | New | 6,081 | $429K |
| GatePass Capital, LLC | 0.29% | Reduce -2.8% | 6,049 | $426K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -36.2% | 5,858 | $413K |
| Dempze Nancy E | 0.24% | Reduce -47.8% | 5,800 | $409K |
| Gsa Capital Partners LLP | 0.03% | New | 5,752 | $405K |
| Glenmede Investment Management, LP | 0.00% | — | 5,739 | $404K |
| Atria Investments, Inc | 0.00% | Add +18.5% | 5,710 | $402K |
| Entropy Technologies, LP | 0.03% | Add +59.1% | 5,650 | $398K |
| Burney Co./ | 0.01% | Add +22.2% | 5,528 | $390K |
| Jump Financial, LLC | 0.00% | New | 5,476 | $386K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +26.4% | 5,244 | $370K |
| Teacher Retirement System of Texas | 0.00% | Add +4.5% | 5,157 | $363K |
| Mariner, LLC | 0.00% | Reduce -2.0% | 5,079 | $358K |
| US Bancorp \de | 0.00% | Reduce -44.9% | 5,053 | $356K |
| Bank of Montreal | 0.00% | Reduce -13.1% | 5,030 | $355K |
| First National Bank of Omaha | 0.02% | Add +25.1% | 4,974 | $351K |
| Aigen Investment Management, LP | 0.05% | New | 4,945 | $349K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.7% | 4,612 | $348K |
| Pictet Asset Management Holding SA | 0.00% | No change | 4,931 | $348K |
| WINTON GROUP Ltd | 0.02% | New | 4,872 | $343K |
| New Age Alpha Advisors, LLC | 0.01% | Add +1.9% | 4,702 | $331K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +183.1% | 4,447 | $313K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.7% | 4,429 | $312K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.2% | 4,418 | $311K |
| Engineers Gate Manager LP | 0.00% | Add +27.7% | 4,408 | $311K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -4.7% | 4,310 | $304K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,298 | $303K |
| Nisa Investment Advisors, LLC | 0.00% | Add +18.8% | 4,222 | $298K |
| Voloridge Investment Management, LLC | 0.00% | New | 4,218 | $297K |
| Independent Financial Group, LLC | 0.01% | Reduce -2.5% | 4,150 | $292K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -11.2% | 4,147 | $292K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,120 | $290K |
| Cibc World Markets Corp. | 0.00% | Reduce -43.0% | 4,064 | $286K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -0.0% | 3,682 | $277K |
| DRW Securities, LLC | 0.02% | New | 3,791 | $267K |
| Axq Capital, LP | 0.08% | New | 3,529 | $249K |
| Man Group plc | 0.00% | Reduce -92.5% | 3,476 | $245K |
| Versor Investments LP | 0.04% | Reduce -21.7% | 3,415 | $241K |
| AQR Capital Management | 0.00% | Reduce -8.5% | 3,387 | $239K |
| Neuberger Berman Group LLC | 0.00% | Add +34.1% | 3,364 | $237K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,362 | $237K |
| XTX Topco Ltd | 0.01% | Reduce -77.3% | 3,343 | $236K |
| Dynamic Technology Lab Private Ltd | 0.03% | Reduce -16.6% | 3,260 | $230K |
| CIBC Asset Management Inc | 0.00% | No change | 3,156 | $222K |
| Pitcairn Co. | 0.01% | Reduce -13.6% | 3,046 | $215K |
| Profund Advisors LLC | 0.01% | Add +6.5% | 2,982 | $210K |
| PharVision Advisers, LLC | 0.30% | New | 2,962 | $209K |
| World Investment Advisors | 0.00% | No change | 2,956 | $208K |
| Arkadios Wealth Advisors | 0.01% | Add +1.0% | 2,913 | $205K |
| Janney Montgomery Scott LLC | 0.00% | Add +13.6% | 2,908 | $205K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +18.8% | 2,905 | $205K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.6% | 2,369 | $167K |
| Point72 (DIFC) Ltd | 0.01% | New | 2,173 | $153K |
| Crewe Advisors LLC | 0.02% | No change | 2,000 | $141K |
| KBC Group NV | 0.00% | Reduce -29.3% | 1,136 | $80K |
| Quarry LP | 0.02% | Add +1387.8% | 1,101 | $78K |
| PEAK6 LLC | 0.00% | New | 1,048 | $74K |
| Sterling Capital Management LLC | 0.00% | Add +406.3% | 891 | $63K |
| Asset Dedication, LLC | 0.00% | No change | 865 | $61K |
| National Bank of Canada | 0.00% | Add +11.3% | 806 | $57K |
| Versant Capital Management, Inc | 0.01% | Add +106.8% | 792 | $56K |
| Signaturefd, LLC | 0.00% | Reduce -33.5% | 784 | $55K |
| Public Employees Retirement System of Ohio | 0.00% | Add +5.7% | 685 | $48K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -15.8% | 609 | $43K |
| Allworth Financial LP | 0.00% | Add +115.8% | 479 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.1% | 456 | $32K |
| First Horizon Advisors, Inc. | 0.00% | Add +34.2% | 424 | $30K |
| Huntington National Bank | 0.00% | Add +37.2% | 391 | $28K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 364 | $26K |
| Cwm, LLC | 0.00% | Reduce -10.0% | 370 | $26K |
| Parallel Advisors, LLC | 0.00% | Reduce -26.6% | 326 | $23K |
| GAMMA Investing LLC | 0.00% | Reduce -62.2% | 289 | $20K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 260 | $18K |
| State of Wyoming | 0.00% | New | 220 | $16K |
| UMB Bank, n.a. | 0.00% | Add +6.8% | 203 | $14K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $14K |
| Roble, Belko & Company, Inc | 0.00% | No change | 199 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +102.2% | 186 | $13K |
| Bessemer Group Inc. | 0.00% | Add +41.3% | 171 | $12K |
| Fifth Third Bancorp | 0.00% | Reduce -12.7% | 165 | $12K |
| MAI Capital Management | 0.00% | New | 162 | $11K |
| Rise Advisors, LLC | 0.00% | Add +1.3% | 158 | $11K |
| Jones Financial Companies LLLP | 0.00% | Reduce -5.5% | 156 | $11K |
| Blue Trust, Inc. | 0.00% | Add +24.8% | 156 | $11K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 151 | $11K |
| Main Street Group, LTD | 0.00% | No change | 142 | $10K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -31.7% | 127 | $9K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -69.7% | 115 | $8K |
| Toth Financial Advisory Corp. | 0.00% | No change | 100 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 100 | $7K |
| Hemington Wealth Management | 0.00% | Reduce -13.1% | 106 | $7K |
| Covestor Ltd | 0.00% | Add +6.4% | 83 | $6K |
| Westside Investment Management, Inc. | 0.00% | New | 80 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +117.1% | 76 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 75 | $5K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 63 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -96.9% | 62 | $4K |
| Private Trust Co. NA | 0.00% | Add +32.6% | 61 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Add +11.1% | 60 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -43.1% | 58 | $4K |
| Rothschild Investment LLC | 0.00% | Add +57.1% | 55 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 53 | $4K |
| Principal Securities, Inc. | 0.00% | Add +37.8% | 51 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 37 | $3K |
| Brooklyn Investment Group | 0.00% | Reduce -79.9% | 42 | $3K |
| Vision Financial Markets LLC | 0.00% | No change | 41 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +116.7% | 39 | $3K |
| Missouri Trust & Investment Co | 0.00% | No change | 35 | $2K |
| Mascoma Wealth Management LLC | 0.00% | No change | 30 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 29 | $2K |
| Assetmark, Inc. | 0.00% | Add +333.3% | 26 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 23 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 23 | $2K |
| Kestra Investment Management, LLC | 0.00% | New | 21 | $1K |
| Clearstead Trust, LLC | 0.00% | New | 19 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 18 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 18 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 14 | $1K |
| Larson Financial Group LLC | 0.00% | Add +200.0% | 15 | $1K |
| Abound Wealth Management | 0.00% | No change | 14 | $991 |
| Tidemark, LLC | 0.00% | No change | 12 | $866 |
| Fortitude Family Office, LLC | 0.00% | New | 11 | $775 |
| Geneos Wealth Management Inc. | 0.00% | New | 11 | $775 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +28.6% | 9 | $635 |
| Private Wealth Management Group, LLC | 0.00% | No change | 8 | $564 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -72.4% | 8 | $564 |
| Whipplewood Advisors, LLC | 0.00% | Reduce -77.4% | 7 | $493 |
| WealthTrak Capital Management LLC | 0.00% | New | 5 | $353 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -40.0% | 3 | $212 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 3 | $211 |
| True Wealth Design, LLC | 0.00% | Reduce -87.5% | 1 | $71 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $71 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $70 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $70 |
"% of holder's portfolio" is WD's weight in each manager's 13F, not the share of Walker & Dunlop Inc. the manager owns.