Walker & DunlopWD
13F holders, Q3 2025 (September 30)283holders −1
40new positions
39sold out
6famous investors
$83.62avg. 13F price*
At the end of Q3 2025, 283 institutions reported holding Walker & Dunlop Inc. (WD) in their 13F filings, down 1 from Q2 2025. 40 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($411.9M), Vanguard Group Inc. ($313.0M) and Janus Henderson Group PLC ($128.8M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Walker & Dunlop Inc.
- CUSIP
- 93148P102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $54.6M |
| Exits | 39 | $45.0M |
All 13F filers, Q2 2025 → Q3 2025: 2,955,561 shares bought and 2,280,728 shares sold, net +674,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 283 holders
| BlackRock, Inc. | 0.01% | Add +1.6% | 4,925,799 | $411.9M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 3,743,034 | $313.0M |
| Janus Henderson Group PLC | 0.06% | Reduce -1.2% | 1,540,423 | $128.8M |
| State Street Corp. | 0.00% | Reduce -0.9% | 1,458,883 | $122.0M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Add +0.8% | 1,277,877 | $106.9M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.8% | 1,247,260 | $104.3M |
| Alliancebernstein L.P. | 0.03% | Add +10.4% | 1,198,071 | $100.2M |
| Victory Capital Management Inc. | 0.05% | Reduce -27.5% | 928,027 | $77.6M |
| Geode Capital Management, LLC | 0.00% | Add +3.5% | 797,877 | $66.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +205.1% | 638,862 | $53.4M |
| Deprince Race & Zollo Inc. | 0.90% | Add +147.7% | 537,338 | $44.9M |
| Royce & Associates LP | 0.41% | Add +12.6% | 486,093 | $40.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.4% | 486,029 | $40.6M |
| Bank of New York Mellon Corp | 0.01% | Add +40.3% | 448,370 | $37.5M |
| FMR LLC | 0.00% | Reduce -4.3% | 393,355 | $32.9M |
| Bank of America Corp. | 0.00% | Reduce -14.3% | 380,113 | $31.8M |
| Morgan Stanley | 0.00% | Reduce -12.6% | 377,439 | $31.6M |
| Northern Trust Corp. | 0.00% | Add +2.6% | 370,897 | $31.0M |
| Rockefeller Capital Management L.P. | 0.06% | Add +9.5% | 355,531 | $29.7M |
| Conversant Capital LLC | 6.18% | New | 353,110 | $29.5M |
| JPMorgan Chase & Co. | 0.00% | Add +49.0% | 303,242 | $25.4M |
| Two Sigma Investments, LP | 0.04% | Add +238.2% | 284,067 | $23.8M |
| Balyasny Asset Management L.P. | 0.05% | Add +30.1% | 279,595 | $23.4M |
| Sequoia Financial Advisors, LLC | 0.13% | Add +0.0% | 261,927 | $21.9M |
| Millennium Management | 0.02% | Reduce -3.4% | 247,605 | $20.7M |
| Brown Advisory Inc. | 0.02% | Reduce -0.2% | 228,790 | $19.1M |
| Erste Asset Management GmbH | 0.16% | Add +25.0% | 200,000 | $16.6M |
| Alyeska Investment Group, L.P. | 0.05% | Add +21.8% | 184,695 | $15.4M |
| NFJ Investment Group, LLC | 0.49% | Add +485.4% | 169,260 | $14.2M |
| Principal Financial Group Inc. | 0.01% | Add +2.7% | 164,421 | $13.7M |
| Tributary Capital Management, LLC | 1.23% | Reduce -3.4% | 162,641 | $13.6M |
| Thornburg Investment Management Inc. | 0.17% | Add +34.5% | 159,641 | $13.3M |
| Kathmere Capital Management, LLC | 0.82% | No change | 138,401 | $11.6M |
| Deutsche Bank AG | 0.00% | Add +21.5% | 138,079 | $11.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +72.9% | 135,014 | $11.3M |
| Public Sector Pension Investment Board | 0.04% | Add +20.7% | 132,890 | $11.1M |
| First Sabrepoint Capital Management LP | 4.05% | Add +2.6% | 120,000 | $10.0M |
| Nuveen, LLC | 0.00% | Reduce -1.1% | 115,650 | $9.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.8% | 114,441 | $9.6M |
| Nixon Capital, LLC | 2.85% | Add +0.8% | 111,839 | $9.4M |
| Rhumbline Advisers | 0.01% | Add +3.3% | 100,620 | $8.4M |
| Crawford Investment Counsel Inc. | 0.14% | Add +4.8% | 99,999 | $8.4M |
| Two Sigma Advisers, LP | 0.02% | Add +288.9% | 98,000 | $8.2M |
| Invesco Ltd. | 0.00% | Add +0.8% | 91,096 | $7.6M |
| Legal & General Group Plc | 0.00% | Reduce -2.8% | 85,523 | $7.2M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -45.8% | 79,871 | $6.7M |
| Franklin Resources Inc. | 0.00% | Add +23.2% | 73,186 | $6.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -44.5% | 72,580 | $6.1M |
| Swiss National Bank | 0.00% | Add +1.5% | 65,900 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Add +0.6% | 65,018 | $5.4M |
| FJ Capital Management LLC | 0.56% | New | 62,168 | $5.2M |
| Verdence Capital Advisors LLC | 0.27% | Add +29.9% | 53,932 | $4.6M |
| UBS Group AG | 0.00% | Reduce -27.8% | 54,293 | $4.5M |
| Citadel Advisors | 0.00% | Reduce -62.4% | 50,708 | $4.2M |
| Heartland Advisors Inc. | 0.22% | New | 50,000 | $4.2M |
| Moody Aldrich Partners LLC | 0.78% | Add +30.2% | 48,990 | $4.1M |
| New York State Teachers Retirement System | 0.01% | No change | 48,650 | $4.1M |
| Shufro Rose & Co. LLC | 0.32% | Reduce -15.1% | 45,958 | $3.9M |
| Barclays PLC | 0.00% | Reduce -34.5% | 46,880 | $3.9M |
| New York State Common Retirement Fund | 0.00% | Add +294.7% | 45,265 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +11.4% | 44,697 | $3.7M |
| GW&K Investment Management, LLC | 0.03% | Reduce -2.7% | 41,493 | $3.5M |
| Dark Forest Capital Management LP | 0.13% | Reduce -35.1% | 40,469 | $3.4M |
| EULAV Asset Management | 0.08% | No change | 38,900 | $3.3M |
| First Trust Advisors LP | 0.00% | Add +65.2% | 38,159 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +6.9% | 36,889 | $3.1M |
| Renaissance Technologies | 0.00% | Reduce -73.0% | 36,800 | $3.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +5.3% | 36,573 | $3.0M |
| Davidson Kahn Capital Management, LLC | 1.67% | Add +1.5% | 35,907 | $3.0M |
| Prudential Financial Inc. | 0.00% | Reduce -0.2% | 33,915 | $2.8M |
| California State Teachers Retirement System | 0.00% | Add +4.3% | 32,483 | $2.7M |
| Capitolis Liquid Global Markets LLC | 0.02% | New | 31,700 | $2.7M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +137.4% | 31,425 | $2.6M |
| Holocene Advisors, LP | 0.01% | Reduce -0.3% | 30,825 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.8% | 29,939 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.3% | 25,864 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Add +112.2% | 25,414 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +3.5% | 24,578 | $2.1M |
| Creative Planning | 0.00% | Add +31.1% | 24,202 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -45.0% | 22,156 | $1.9M |
| Aquatic Capital Management LLC | 0.03% | Reduce -5.8% | 21,768 | $1.8M |
| Trexquant Investment LP | 0.02% | New | 20,929 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +1.0% | 20,245 | $1.7M |
| QSV Equity Investors LLC | 1.71% | No change | 20,028 | $1.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 19,684 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.9% | 19,121 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.4% | 18,585 | $1.6M |
| AQR Capital Management | 0.00% | Add +440.2% | 18,297 | $1.5M |
| ARGA Investment Management, LP | 0.04% | Add +151.4% | 18,113 | $1.5M |
| Walleye Trading LLC | 0.02% | Add +117.7% | 17,572 | $1.5M |
| Intech Investment Management LLC | 0.01% | Reduce -51.1% | 17,518 | $1.5M |
| GPM Growth Investors, Inc. | 0.55% | Add +6.8% | 17,158 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -0.2% | 16,725 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.7% | 16,546 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +11.8% | 16,443 | $1.4M |
| Louisiana State Employees Retirement System | 0.02% | Add +4.0% | 15,700 | $1.3M |
| Sei Investments Co. | 0.00% | Add +75.5% | 15,580 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.0% | 15,349 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 15,324 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -86.8% | 15,072 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Reduce -2.0% | 14,364 | $1.2M |
| Verition Fund Management LLC | 0.01% | Reduce -59.1% | 13,952 | $1.2M |
| Natixis Advisors, LLC | 0.00% | New | 13,836 | $1.2M |
| Mackenzie Financial Corp. | 0.00% | Add +3.7% | 13,441 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +45.2% | 13,321 | $1.1M |
| Engineers Gate Manager LP | 0.01% | Add +197.9% | 13,131 | $1.1M |
| Carson Advisory Inc. | 0.57% | Add +1.8% | 12,725 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +1.1% | 12,702 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -59.8% | 12,545 | $1.0M |
| Spinnaker Investment Group, LLC | 0.19% | New | 12,185 | $1.0M |
| Harbor Capital Advisors, Inc. | 0.08% | Reduce -12.8% | 11,792 | $986K |
| Corient Private Wealth LP | 0.00% | Add +2.8% | 11,495 | $961K |
| Pathstone Holdings, LLC | 0.00% | Add +15.0% | 11,235 | $939K |
| Comerica Bank | 0.00% | Reduce -12.4% | 10,787 | $902K |
| RPg Family Wealth Advisory, LLC | 0.20% | New | 10,680 | $893K |
| Yousif Capital Management, LLC | 0.01% | Reduce -12.8% | 10,475 | $876K |
| American Century Companies Inc. | 0.00% | Reduce -94.5% | 10,331 | $864K |
| Arizona State Retirement System | 0.00% | Add +1.4% | 10,055 | $841K |
| LPL Financial LLC | 0.00% | Add +8.1% | 9,847 | $823K |
| Amalgamated Bank | 0.01% | Add +6.8% | 9,826 | $822K |
| Handelsbanken Fonder AB | 0.00% | Add +38.0% | 9,451 | $790K |
| Kornitzer Capital Management Inc. | 0.02% | No change | 9,400 | $786K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +25.6% | 9,113 | $762K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -2.4% | 9,106 | $761K |
| National Philanthropic Trust | 0.01% | New | 9,100 | $761K |
| Bayview Asset Management, LLC | 0.58% | New | 9,000 | $753K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +8.6% | 8,688 | $726K |
| Mariner, LLC | 0.00% | Add +70.9% | 8,678 | $726K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +4.7% | 8,676 | $725K |
| EntryPoint Capital, LLC | 0.28% | New | 8,521 | $713K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -40.7% | 8,380 | $701K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 8,173 | $683K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +25.1% | 8,012 | $670K |
| KLP Kapitalforvaltning As | 0.00% | Add +16.2% | 7,900 | $661K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +4.0% | 7,701 | $644K |
| Versor Investments LP | 0.12% | Add +124.7% | 7,672 | $642K |
| Synergy Financial Group, LTD | 0.42% | Reduce -3.8% | 7,495 | $627K |
| Glenmede Investment Management, LP | 0.00% | Add +23.6% | 7,092 | $593K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -88.9% | 6,970 | $583K |
| SG Americas Securities, LLC | 0.00% | New | 6,769 | $566K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +13.5% | 6,647 | $556K |
| ProShare Advisors LLC | 0.00% | Reduce -15.2% | 6,233 | $521K |
| GatePass Capital, LLC | 0.30% | No change | 6,049 | $506K |
| Voya Investment Management LLC | 0.00% | Reduce -32.6% | 6,025 | $504K |
| Inceptionr LLC | 0.12% | New | 5,984 | $500K |
| Dynamic Technology Lab Private Ltd | 0.08% | Add +82.8% | 5,960 | $498K |
| Numerai GP LLC | 0.07% | Reduce -57.2% | 5,862 | $490K |
| Atria Investments, Inc | 0.01% | Add +2.2% | 5,835 | $488K |
| Choreo, LLC | 0.01% | Reduce -13.9% | 5,797 | $485K |
| Amundi | 0.00% | Reduce -96.0% | 5,974 | $484K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +1.0% | 5,297 | $443K |
| State of Wisconsin Investment Board | 0.00% | Reduce -76.0% | 5,231 | $437K |
| Keybank National Association | 0.00% | Reduce -18.0% | 5,197 | $435K |
| US Bancorp \de | 0.00% | Add +0.7% | 5,090 | $426K |
| First National Bank of Omaha | 0.03% | Add +2.1% | 5,080 | $425K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.3% | 4,931 | $412K |
| Pictet Asset Management Holding SA | 0.00% | No change | 4,931 | $412K |
| D. E. Shaw & Co. | 0.00% | New | 4,900 | $410K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -48.4% | 4,898 | $410K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.6% | 5,010 | $403K |
| Dempze Nancy E | 0.22% | Reduce -17.2% | 4,800 | $401K |
| Jump Financial, LLC | 0.01% | Reduce -12.3% | 4,800 | $401K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -2.5% | 4,584 | $383K |
| Point72 Asset Management | 0.00% | Reduce -68.3% | 4,509 | $377K |
| Teacher Retirement System of Texas | 0.00% | Reduce -13.7% | 4,449 | $372K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,298 | $359K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +43.3% | 4,164 | $348K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,120 | $345K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -81.3% | 4,062 | $340K |
| Independent Financial Group, LLC | 0.01% | Reduce -4.8% | 3,950 | $330K |
| Freestone Grove Partners LP | 0.00% | New | 3,908 | $327K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -8.0% | 3,816 | $319K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +2.4% | 3,770 | $303K |
| Neuberger Berman Group LLC | 0.00% | Add +4.7% | 3,521 | $294K |
| CIBC Bancorp USA Inc. | 0.00% | — | 3,516 | $294K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.1% | 3,486 | $292K |
| AlphaQuest LLC | 0.02% | Reduce -71.9% | 3,474 | $290K |
| Capstone Investment Advisors, LLC | 0.00% | New | 3,470 | $290K |
| 1832 Asset Management L.P. | 0.00% | New | 3,400 | $284K |
| CIBC Asset Management Inc | 0.00% | Add +2.3% | 3,227 | $270K |
| Aigen Investment Management, LP | 0.04% | Reduce -36.2% | 3,154 | $264K |
| First Eagle Investment Management, LLC | 0.00% | Reduce -72.1% | 3,092 | $259K |
| R Squared Ltd | 0.11% | New | 2,999 | $251K |
| Arkadios Wealth Advisors | 0.01% | Add +1.9% | 2,968 | $248K |
| World Investment Advisors | 0.01% | No change | 2,956 | $247K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.8% | 2,930 | $245K |
| HRT Financial LP | 0.00% | New | 2,859 | $239K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -18.0% | 2,756 | $230K |
| Profund Advisors LLC | 0.01% | Reduce -8.3% | 2,735 | $229K |
| Pitcairn Co. | 0.02% | Reduce -14.7% | 2,598 | $217K |
| Xponance LLC | 0.00% | New | 2,590 | $217K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,568 | $215K |
| Guerra Pan Advisors, LLC | 0.13% | New | 2,549 | $213K |
| Baird Financial Group, Inc. | 0.00% | New | 2,546 | $213K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2,534 | $212K |
| Osaic Holdings, Inc. | 0.00% | Add +2.6% | 2,431 | $204K |
| Sterling Capital Management LLC | 0.00% | Add +156.3% | 2,284 | $191K |
| Quadrant Capital Group LLC | 0.01% | New | 2,103 | $176K |
| Crewe Advisors LLC | 0.02% | No change | 2,000 | $167K |
| iSAM Funds (UK) Ltd | 0.03% | New | 1,660 | $139K |
| Bessemer Group Inc. | 0.00% | Add +758.5% | 1,468 | $123K |
| Cwm, LLC | 0.00% | Add +261.6% | 1,338 | $112K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -68.6% | 1,327 | $111K |
| KBC Group NV | 0.00% | No change | 1,136 | $95K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -76.4% | 1,048 | $88K |
| Signaturefd, LLC | 0.00% | Add +14.8% | 900 | $75K |
| Asset Dedication, LLC | 0.00% | No change | 865 | $72K |
| Versant Capital Management, Inc | 0.01% | Add +5.7% | 837 | $70K |
| Public Employees Retirement System of Ohio | 0.00% | Add +4.5% | 716 | $60K |
| National Bank of Canada | 0.00% | Reduce -16.0% | 677 | $57K |
| Smartleaf Asset Management LLC | 0.00% | Add +3.9% | 633 | $53K |
| Huntington National Bank | 0.00% | Add +49.6% | 585 | $49K |
| Allworth Financial LP | 0.00% | Add +6.5% | 510 | $43K |
| GAMMA Investing LLC | 0.00% | Add +65.7% | 479 | $40K |
| Parallel Advisors, LLC | 0.00% | Add +20.9% | 394 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -35.5% | 294 | $25K |
| Strategic Advocates LLC | 0.01% | New | 266 | $22K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 260 | $22K |
| UMB Bank, n.a. | 0.00% | Add +25.1% | 254 | $21K |
| State of Wyoming | 0.00% | Add +2.3% | 225 | $19K |
| Arax Advisory Partners | 0.00% | New | 218 | $18K |
| Roble, Belko & Company, Inc | 0.00% | No change | 199 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.1% | 203 | $17K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $17K |
| Fifth Third Bancorp | 0.00% | Add +16.4% | 192 | $16K |
| Quarry LP | 0.00% | Reduce -84.5% | 171 | $14K |
| Covestor Ltd | 0.01% | Add +94.0% | 161 | $14K |
| Jones Financial Companies LLLP | 0.00% | Add +5.1% | 164 | $14K |
| Rise Advisors, LLC | 0.00% | Add +0.6% | 159 | $13K |
| Salomon & Ludwin, LLC | 0.00% | New | 145 | $12K |
| Main Street Group, LTD | 0.00% | No change | 142 | $12K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -8.0% | 139 | $12K |
| Optiver Holding B.V. | 0.00% | New | 138 | $12K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.8% | 128 | $11K |
| Blue Trust, Inc. | 0.00% | Reduce -19.9% | 125 | $10K |
| Principal Securities, Inc. | 0.00% | Add +137.3% | 121 | $10K |
| Hemington Wealth Management | 0.00% | Add +20.8% | 128 | $10K |
| Larson Financial Group LLC | 0.00% | Add +693.3% | 119 | $10K |
| Point72 Europe (London) LLP | 0.00% | New | 118 | $10K |
| Toth Financial Advisory Corp. | 0.00% | No change | 100 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 100 | $8K |
| Root Financial Partners, LLC | 0.00% | New | 96 | $8K |
| Wealthspire Advisors, LLC | 0.00% | New | 96 | $8K |
| Private Trust Co. NA | 0.00% | Add +54.1% | 94 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +23.7% | 94 | $8K |
| Westside Investment Management, Inc. | 0.00% | No change | 80 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 75 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +20.7% | 70 | $6K |
| Rothschild Investment LLC | 0.00% | Add +23.6% | 68 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 62 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 60 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 53 | $4K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -57.4% | 49 | $4K |
| Hantz Financial Services, Inc. | 0.00% | Add +43.2% | 53 | $4K |
| Vision Financial Markets LLC | 0.00% | Add +2.4% | 42 | $3K |
| MAI Capital Management | 0.00% | Reduce -74.7% | 41 | $3K |
| Global Retirement Partners, LLC | 0.00% | Add +41.4% | 41 | $3K |
| Bare Financial Services, Inc | 0.00% | Reduce -2.6% | 38 | $3K |
| Missouri Trust & Investment Co | 0.00% | No change | 35 | $3K |
| Mascoma Wealth Management LLC | 0.00% | No change | 30 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +4.3% | 24 | $2K |
| Essential Partners LLC | 0.00% | New | 23 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 23 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -19.2% | 21 | $2K |
| Clearstead Trust, LLC | 0.00% | No change | 19 | $2K |
| Abound Wealth Management | 0.00% | No change | 14 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +27.3% | 14 | $1K |
| Tidemark, LLC | 0.00% | No change | 12 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 14 | $928 |
| Private Wealth Management Group, LLC | 0.00% | No change | 8 | $669 |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | New | 8 | $669 |
| Montag A & Associates Inc. | 0.00% | New | 7 | $586 |
| Bell Investment Advisors, Inc | 0.00% | New | 6 | $502 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -25.0% | 6 | $502 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -44.4% | 5 | $426 |
| Harbour Investments, Inc. | 0.00% | New | 5 | $418 |
| True Wealth Design, LLC | 0.00% | Add +200.0% | 3 | $251 |
| Rialto Wealth Management, LLC | 0.00% | Add +200.0% | 3 | $251 |
| HFM Investment Advisors, LLC | 0.00% | No change | 3 | $251 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $251 |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 1 | $84 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $83 |
| Cloud Capital Management, LLC | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is WD's weight in each manager's 13F, not the share of Walker & Dunlop Inc. the manager owns.