Filing Research | WD - WALKER & DUNLOP INC Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	EAGLE ROCK INVESTMENT COMPANY, LLC	Shares	20.2KSH	$1.1M
2	Louisiana State Employees Retirement System	Shares	15.0KSH	$820.5K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.3KSH	$768.6K
4	Spinnaker Investment Group, LLC	Shares	12.8KSH	$698.9K
5	First American Bank	Shares	11.1KSH	$607.6K
6	Police & Firemen's Retirement System of New Jersey	Shares	10.0KSH	$546.1K
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	9.1KSH	$497.1K
8	Merit Financial Group, LLC	Shares	6.0KSH	$327.6K
9	INDEPENDENT FINANCIAL GROUP, LLC	Shares	5.2KSH	$284.1K
10	Davidson Kahn Capital Management, LLC	Shares	4.6KSH	$253.1K
11	GAMMA Investing LLC	Shares	2.0KSH	$109.6K
12	Crewe Advisors LLC	Shares	2.0KSH	$109.4K
13	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$60.5K
14	Versant Capital Management, Inc	Shares	988SH	$54.0K
15	Farther Finance Advisors, LLC	Shares	748SH	$40.8K
16	SIGNATUREFD, LLC	Shares	514SH	$28.1K
17	IFP Advisors, Inc	Shares	489SH	$26.7K
18	MassMutual Private Wealth & Trust, FSB	Shares	315SH	$17.2K
19	Main Street Group, LTD	Shares	147SH	$8.1K
20	SBI Securities Co., Ltd.	Shares	138SH	$7.5K
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	120SH	$6.6K
22	Wealth Enhancement Trust Services, Inc.	Shares	98SH	$5.4K
23	GHP Investment Advisors, Inc.	Shares	75SH	$4.1K
24	SJS Investment Consulting Inc.	Shares	71SH	$3.9K
25	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	48.6KSH	$2.7K
26	VISION FINANCIAL MARKETS LLC	Shares	43SH	$2.3K
27	True Wealth Design, LLC	Shares	40SH	$2.2K
28	FARMERS & MERCHANTS INVESTMENTS INC	Shares	23SH	$1.3K
29	Fortitude Family Office, LLC	Shares	17SH	$930
30	Abound Wealth Management	Shares	14SH	$770
31	State of Alaska, Department of Revenue	Shares	12.7KSH	$696
32	Handelsbanken Fonder AB	Shares	10.5KSH	$572
33	AMALGAMATED BANK	Shares	9.2KSH	$504
34	JFS WEALTH ADVISORS, LLC	Shares	6SH	$329
35	GILPIN WEALTH MANAGEMENT, LLC	Shares	4SH	$219
36	Bogart Wealth, LLC	Shares	2SH	$109
37	Davis Capital Management	Shares	2SH	$109
38	Hughes Financial Services, LLC	Shares	1SH	$55

Manager changes2026-06-30 vs 2026-03-31

45 / 45 loaded

#		Instrument
1	EAGLE ROCK INVESTMENT COMPANY, LLC new	Shares	+20.2K	+$1.1M	$1.1M
2	Spinnaker Investment Group, LLC new	Shares	+12.8K	+$698.9K	$698.9K
3	First American Bank new	Shares	+11.1K	+$607.6K	$607.6K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+10.0K	+$533.9K	$768.6K
5	Merit Financial Group, LLC new	Shares	+6.0K	+$327.6K	$327.6K
6	Louisiana State Employees Retirement System trimmed	Shares	-100	+$150.4K	$820.5K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+852	+$140.8K	$546.1K
8	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+59	+$96.4K	$497.1K
9	Versant Capital Management, Inc added	Shares	+892	+$49.8K	$54.0K
10	GAMMA Investing LLC added	Shares	+594	+$47.0K	$109.6K
11	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-300	+$40.3K	$284.1K
12	EverSource Wealth Advisors, LLC added	Shares	+526	+$34.8K	$60.5K
13	Farther Finance Advisors, LLC added	Shares	+563	+$32.6K	$40.8K
14	Davidson Kahn Capital Management, LLC trimmed	Shares	-503	+$27.2K	$253.1K
15	Crewe Advisors LLC unchanged	Shares	0	+$20.6K	$109.4K
16	IFP Advisors, Inc added	Shares	+338	+$20.0K	$26.7K
17	SIGNATUREFD, LLC added	Shares	+130	+$11.1K	$28.1K
18	Wealth Enhancement Trust Services, Inc. new	Shares	+98	+$5.4K	$5.4K
19	MassMutual Private Wealth & Trust, FSB added	Shares	+16	+$4.0K	$17.2K
20	SJS Investment Consulting Inc. added	Shares	+34	+$2.2K	$3.9K
21	Main Street Group, LTD added	Shares	+2	+$1.6K	$8.1K
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$1.3K	$6.6K
23	SBI Securities Co., Ltd. trimmed	Shares	-8	+$1.1K	$7.5K
24	GHP Investment Advisors, Inc. unchanged	Shares	0	+$774	$4.1K
25	Fortitude Family Office, LLC added	Shares	+12	+$708	$930
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.1K	+$550	$2.7K
27	True Wealth Design, LLC added	Shares	+2	+$501	$2.2K
28	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	+$474	$2.3K
29	JFS WEALTH ADVISORS, LLC new	Shares	+6	+$329	$329
30	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$237	$1.3K
31	Handelsbanken Fonder AB added	Shares	+1.0K	+$153	$572
32	Abound Wealth Management unchanged	Shares	0	+$146	$770
33	Davis Capital Management new	Shares	+2	+$109	$109
34	AMALGAMATED BANK trimmed	Shares	-563	+$70	$504
35	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$41	$219
36	Bogart Wealth, LLC unchanged	Shares	0	+$20	$109
37	Hughes Financial Services, LLC unchanged	Shares	0	+$11	$55
38	DiNuzzo Private Wealth, Inc. exited	Shares	-1	-$45	$0
39	State of Alaska, Department of Revenue trimmed	Shares	-5.6K	-$120	$696
40	Golden State Wealth Management, LLC exited	Shares	-28	-$1.3K	$0
41	Blue Trust, Inc. exited	Shares	-50	-$2.2K	$0
42	Counterpoint Mutual Funds LLC exited	Shares	-6.9K	-$308.1K	$0
43	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS exited	Shares	-8.4K	-$373.9K	$0
44	WEALTHEDGE INVESTMENT ADVISORS, LLC exited	Shares	-13.9K	-$618.7K	$0
45	Y-Intercept (Hong Kong) Ltd exited	Shares	-19.0K	-$845.0K	$0