WD Walker & Dunlop, Inc.
Walker & Dunlop, Inc. (WD) Institutional Ownership
What the institutions did with WD last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 1.6M | 56.2% |
| CenterBook Partners LP | 193.5K | 6.9% |
| Bank of New York Mellon Corp | 188.2K | 6.7% |
| PRINCIPAL FINANCIAL GROUP INC | 164.0K | 5.9% |
| Kathmere Capital Management, LLC | 138.4K | 4.9% |
| ARGA Investment Management, LP | 69.5K | 2.5% |
| Verdence Capital Advisors LLC | 62.5K | 2.2% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 47.7K | 1.7% |
| Creative Planning | 44.5K | 1.6% |
| CITIGROUP INC | 37.6K | 1.3% |
| STEINBERG ASSET MANAGEMENT LLC | 30.3K | 1.1% |
| DBA TRADING, LLC | 25.0K | 0.9% |
| Thrivent Financial for Lutherans | 21.8K | 0.8% |
| Illinois Municipal Retirement Fund | 17.4K | 0.6% |
| BARCLAYS PLC | 15.0K | 0.5% |
| Louisiana State Employees Retirement System | 14.6K | 0.5% |
| Kestra Advisory Services, LLC | 14.3K | 0.5% |
| HARBOR CAPITAL ADVISORS, INC. | 14.2K | 0.5% |
| FIRST AMERICAN BANK | 11.1K | 0.4% |
| ARIZONA STATE RETIREMENT SYSTEM | 9.4K | 0.3% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 9.4K | 0.3% |
| AMALGAMATED BANK | 8.9K | 0.3% |
| CHOREO, LLC | 8.8K | 0.3% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 8.7K | 0.3% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 8.1K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| DEPRINCE RACE & ZOLLO INC | Sold Out | 705.7K | 0 | -705.7K |
| CenterBook Partners LP | New | 0 | 193.5K | +193.5K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.5M | 1.6M | +112.7K |
| Verdence Capital Advisors LLC | Reduced | 138.6K | 62.5K | -76.1K |
| ARGA Investment Management, LP | Increased | 35.6K | 69.5K | +33.9K |
| DBA TRADING, LLC | New | 0 | 25.0K | +25.0K |
| EAGLE ROCK INVESTMENT COMPANY, LLC | Sold Out | 20.2K | 0 | -20.2K |
| Creative Planning | Increased | 31.2K | 44.5K | +13.2K |
| Spinnaker Investment Group, LLC | Sold Out | 12.8K | 0 | -12.8K |
| BAILARD, INC. | Sold Out | 10.0K | 0 | -10.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | 15.3K | 6.0K | -9.3K |
| NISA INVESTMENT ADVISORS, LLC | Reduced | 10.0K | 740 | -9.3K |
| BARCLAYS PLC | Increased | 6.1K | 15.0K | +9.0K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | New | 0 | 8.1K | +8.1K |
| Merit Financial Group, LLC | Sold Out | 6.0K | 0 | -6.0K |
| BRIGHTON JONES LLC | Sold Out | 6.0K | 0 | -6.0K |
| State of Alaska, Department of Revenue | Reduced | 12.7K | 7.3K | -5.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | Sold Out | 5.2K | 0 | -5.2K |
| Atria Investments, Inc | Sold Out | 5.1K | 0 | -5.1K |
| MACKENZIE FINANCIAL CORP | Sold Out | 5.0K | 0 | -5.0K |
| ProShare Advisors LLC | Sold Out | 4.8K | 0 | -4.8K |
| Davidson Kahn Capital Management, LLC | Sold Out | 4.6K | 0 | -4.6K |
| HARBOR CAPITAL ADVISORS, INC. | Increased | 9.7K | 14.2K | +4.5K |
| Robertson Stephens Wealth Management, LLC | Sold Out | 4.3K | 0 | -4.3K |
| Vise Technologies, Inc. | Sold Out | 4.2K | 0 | -4.2K |
| VILLERE ST DENIS J & CO LLC | Sold Out | 4.0K | 0 | -4.0K |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | Sold Out | 3.9K | 0 | -3.9K |
| R Squared Ltd | Sold Out | 3.8K | 0 | -3.8K |
| CHOREO, LLC | Increased | 5.7K | 8.8K | +3.0K |
| State of Wyoming | New | 0 | 3.0K | +3.0K |
| Bank of New York Mellon Corp | Reduced | 191.1K | 188.2K | -2.9K |
| Maryland State Retirement & Pension System | Increased | 5.0K | 7.8K | +2.8K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 165.9K | 164.0K | -1.9K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 48.7K | 47.7K | -1.0K |
| EverSource Wealth Advisors, LLC | Reduced | 1.1K | 156 | -950 |
| CITIGROUP INC | Reduced | 38.5K | 37.6K | -855 |
| Parallel Advisors, LLC | Increased | 766 | 1.6K | +795 |
| Thrivent Financial for Lutherans | Reduced | 22.5K | 21.8K | -712 |
| PNC Financial Services Group, Inc. | Increased | 4.5K | 5.1K | +655 |
| SIGNATUREFD, LLC | Increased | 514 | 1.1K | +556 |
| Essential Partners LLC | Reduced | 831 | 277 | -554 |
| Farther Finance Advisors, LLC | Reduced | 748 | 290 | -458 |
| Louisiana State Employees Retirement System | Reduced | 15.0K | 14.6K | -400 |
| YOUSIF CAPITAL MANAGEMENT, LLC | Reduced | 9.1K | 8.7K | -351 |
| Illinois Municipal Retirement Fund | Reduced | 17.8K | 17.4K | -340 |
| Pinnacle Wealth Planning Services, Inc. | Reduced | 430 | 100 | -330 |
| AMALGAMATED BANK | Reduced | 9.2K | 8.9K | -324 |
| FIFTH THIRD BANCORP | Increased | 7.7K | 8.0K | +323 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 315 | 23 | -292 |
| Salomon & Ludwin, LLC | Reduced | 329 | 67 | -262 |
| Owl Creek Wealth Partners LLC | New | 0 | 220 | +220 |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 9.2K | 9.4K | +195 |
| Parkside Financial Bank & Trust | Increased | 161 | 317 | +156 |
| Kestra Advisory Services, LLC | Reduced | 14.5K | 14.3K | -153 |
| Versant Capital Management, Inc | Reduced | 988 | 859 | -129 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Sold Out | 120 | 0 | -120 |
| US BANCORP \DE\ | Increased | 595 | 714 | +119 |
| IFP Advisors, Inc | Reduced | 489 | 377 | -112 |
| GILL CAPITAL PARTNERS, LLC | Sold Out | 109 | 0 | -109 |
| Caitong International Asset Management Co., Ltd | New | 0 | 108 | +108 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.