Walker & Dunlop, Inc. (WD) — Institutional Holders, Q2 2026 (page 3)
268 institutional investment managers reported a WD position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 268. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WD 13F holders ranked 201–268 of 268
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | SIGNATUREFD#201 · 514 sh | 514 | $28.1K | — | +33.9% |
| 202 | IFP Advisors#202 · 489 sh | 489 | $26.7K | — | +223.8% |
| 203 | NATIONAL BANK OF CANADA#203 · 454 sh | 454 | $24.8K | 0.00% | +109.2% |
| 204 | Pinnacle Wealth Planning Services#204 · 430 sh | 430 | $23.5K | <0.01% | +481.1% |
| 205 | ROTHSCHILD INVESTMENT#205 · 401 sh | 401 | $21.9K | <0.01% | +41.7% |
| 206 | COMPASS FINANCIAL MANAGEMENT#206 · 400 sh | 400 | $20.7K | <0.01% | — |
| 207 | Basecamp Wealth Advisors#207 · 337 sh | 337 | $18.4K | <0.01% | +2.4% |
| 208 | BNP Paribas Asset Management Holding S.A.#208 · 333 sh | 333 | $18.2K | 0.00% | -48.2% |
| 209 | Salomon & Ludwin#209 · 329 sh | 329 | $18.1K | <0.01% | +391.0% |
| 210 | Parkside Financial Bank#210 · 322 sh | 322 | $17.6K | — | +130.0% |
| 211 | MassMutual Private Wealth & , FSB#211 · 315 sh | 315 | $17.2K | — | +5.4% |
| 212 | Optiver Holding B.V.#212 · 315 sh | 315 | $17.2K | 0.00% | +826.5% |
| 213 | Smartleaf Asset Management#213 · 279 sh | 279 | $15.0K | <0.01% | 0.0% |
| 214 | NOMURA ASSET MANAGEMENT LTD#214 · 260 sh | 260 | $14.2K | 0.00% | 0.0% |
| 215 | Kemnay Advisory Services#215 · 242 sh | 242 | $13.2K | <0.01% | New |
| 216 | BESSEMER GROUP#216 · 230 sh | 230 | $13.0K | 0.00% | +161.4% |
| 217 | UMB Bank, n.a.#217 · 234 sh | 234 | $12.8K | <0.01% | +15.3% |
| 218 | GILL CAPITAL PARTNERS#218 · 218 sh | 218 | $11.9K | — | +100.0% |
| 219 | Colonial Advisors#219 · 200 sh | 200 | $10.9K | <0.01% | 0.0% |
| 220 | Larson Financial Group#220 · 167 sh | 167 | $9.1K | <0.01% | New |
| 221 | LOS ANGELES CAPITAL MANAGEMENT#221 · 152 sh | 152 | $8.3K | 0.00% | 0.0% |
| 222 | Main Street Group, LTD#222 · 147 sh | 147 | $8.1K | <0.01% | +1.4% |
| 223 | SBI Securities , Ltd.#223 · 138 sh | 138 | $7.5K | — | -5.5% |
| 224 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#224 · 120 sh | 120 | $6.6K | <0.01% | 0.0% |
| 225 | Covestor Ltd#225 · 107 sh | 107 | $6.0K | <0.01% | +20.2% |
| 226 | Strategic Wealth Partners, Ltd.#226 · 100 sh | 100 | $5.5K | <0.01% | 0.0% |
| 227 | Wealth Enhancement Services#227 · 98 sh | 98 | $5.4K | — | New |
| 228 | Continuum Advisory#228 · 92 sh | 92 | $5.0K | <0.01% | New |
| 229 | GHP Investment Advisors#229 · 75 sh | 75 | $4.1K | — | 0.0% |
| 230 | SJS Investment Consulting#230 · 71 sh | 71 | $3.9K | — | +91.9% |
| 231 | Clearstead Advisors#231 · 66 sh | 66 | $3.6K | 0.00% | New |
| 232 | BARROW HANLEY MEWHINNEY & STRAUSS#232 · 65 sh | 65 | $3.6K | 0.00% | 0.0% |
| 233 | Mitsubishi UFJ Asset Management , Ltd.#233 · 53 sh | 53 | $2.9K | 0.00% | 0.0% |
| 234 | Kingdom Financial Group#234 · 45 sh | 45 | $2.5K | <0.01% | 0.0% |
| 235 | VISION FINANCIAL MARKETS#235 · 43 sh | 43 | $2.3K | — | 0.0% |
| 236 | True Wealth Design#236 · 40 sh | 40 | $2.2K | — | +5.3% |
| 237 | SWAN Capital#237 · 37 sh | 37 | $2.0K | <0.01% | +2.8% |
| 238 | GW&K Investment Management#238 · 38 sh | 38 | $2.0K | 0.00% | 0.0% |
| 239 | BELLEVUE ASSET MANAGEMENT#239 · 34 sh | 34 | $1.9K | <0.01% | New |
| 240 | Private Wealth Management Group#240 · 29 sh | 29 | $1.6K | — | New |
| 241 | Fulcrum Asset Management LLP#241 · 24 sh | 24 | $1.3K | <0.01% | New |
| 242 | FARMERS & MERCHANTS INVESTMENTS#242 · 23 sh | 23 | $1.3K | — | 0.0% |
| 243 | Keating Financial Advisory Services#243 · 23 sh | 23 | $1.3K | <0.01% | 0.0% |
| 244 | SUMMIT SECURITIES GROUP#244 · 20 sh | 20 | $1.1K | <0.01% | New |
| 245 | Vanguard National#245 · 20 sh | 20 | $1.1K | <0.01% | 0.0% |
| 246 | Fortitude Family Office#246 · 17 sh | 17 | $930.00 | — | +240.0% |
| 247 | Abound Wealth Management#247 · 14 sh | 14 | $770.00 | — | 0.0% |
| 248 | Tidemark#248 · 13 sh | 13 | $704.00 | <0.01% | 0.0% |
| 249 | Cornerstone Planning Group#249 · 12 sh | 12 | $573.00 | — | 0.0% |
| 250 | Bare Financial Services#250 · 10 sh | 10 | $547.00 | <0.01% | +25.0% |
| 251 | Kilter Group#251 · 9 sh | 9 | $493.00 | <0.01% | 0.0% |
| 252 | Plante Moran Financial Advisors#252 · 9 sh | 9 | $492.00 | 0.00% | New |
| 253 | Investors Portfolio Services#253 · 9 sh | 9 | $492.00 | <0.01% | New |
| 254 | Global Retirement Partners#254 · 8 sh | 8 | $438.00 | 0.00% | — |
| 255 | Bell Investment Advisors#255 · 8 sh | 8 | $438.00 | <0.01% | 0.0% |
| 256 | Stone House Investment Management#256 · 7 sh | 7 | $383.00 | — | New |
| 257 | CVA Family Office#257 · 7 sh | 7 | $383.00 | 0.00% | 0.0% |
| 258 | Ankerstar Wealth#258 · 7 sh | 7 | $383.00 | <0.01% | New |
| 259 | JFS WEALTH ADVISORS#259 · 6 sh | 6 | $329.00 | 0.00% | New |
| 260 | GILPIN WEALTH MANAGEMENT#260 · 4 sh | 4 | $219.00 | — | 0.0% |
| 261 | TD PRIVATE CLIENT WEALTH#261 · 3 sh | 3 | $164.00 | 0.00% | 0.0% |
| 262 | Bogart Wealth#262 · 2 sh | 2 | $109.00 | 0.00% | 0.0% |
| 263 | Davis Capital Management#263 · 2 sh | 2 | $109.00 | — | New |
| 264 | SHP Wealth Management#264 · 1 sh | 1 | $65.00 | 0.00% | New |
| 265 | RAFFA WEALTH MANAGEMENT#265 · 1 sh | 1 | $55.00 | 0.00% | 0.0% |
| 266 | Hughes Financial Services#266 · 1 sh | 1 | $55.00 | 0.00% | 0.0% |
| 267 | Evolution Advisers#267 · 4 sh | 4 | $0.00 | 0.00% | New |
| 268 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#268 · 38,391 sh | 38,391 | — | — | +32.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.