Walker & Dunlop Inc (WD) Ownership

105.72 ↓1.21 (-1.13%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Walker & Dunlop Inc (WD), owning a total of 5.2 million shares. Combined, the top 35 institutional holders of WD own 87.75% of the company with a total of 29.6 million shares.

In the latest ownership report on June 30th 2024, the top 35 institutional holders increased their combined ownership of WD by 1.1 million shares. 15 institutions bought 1,751,987 total additional shares and increased their ownership by an average of 23.72%. However 6 institutions sold 689,940 total shares and decreased their ownership by an average of 8.11%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Walker & Dunlop increased by a net total of 1,062,047 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.300%-1.571%5,166,356-82,4612024-06-30
Vanguard Group Inc11.198%0.907%3,781,03133,9742024-06-30
HHG PLC5.437%-8.113%1,836,027-162,1182024-06-30
Impactive Capital LP4.295%40.253%1,450,348416,2552024-06-30
State Street Corp4.193%0.124%1,415,9091,7472024-06-30
Dimensional Fund Advisors, Inc.3.908%1.597%1,319,43420,7392024-06-30
AllianceBernstein L.P.3.791%138.556%1,280,100743,4972024-06-30
T. Rowe Price Investment Management,Inc.3.528%0.708%1,191,2558,3692024-06-30
Victory Capital Management Inc.3.150%13.839%1,063,522129,2892024-06-30
Morgan Stanley - Brokerage Accounts2.677%7.608%903,95063,9062024-06-30
FMR Inc2.445%-34.128%825,561-427,7282024-06-30
Geode Capital Management, LLC2.195%3.345%741,29623,9922024-06-30
Bank of America Corp1.630%8.989%550,42845,3982024-06-30
Charles Schwab Investment Management Inc1.327%4.549%448,10819,4982024-06-30
Northern Trust Corp1.222%-3.217%412,726-13,7182024-06-30
NORGES BANK1.213%13.484%409,51648,6572024-06-30
Bank of New York Mellon Corp1.118%0.752%377,4172,8152024-06-30
American Century Companies Inc1.040%10.097%351,02232,1922024-06-30
Kathmere Capital Management, LLC0.911%110.991%307,310161,6592024-06-30
Brown Advisory Holdings Inc0.697%-0.471%235,488-1,1152024-06-30
Boston Partners Global Investors, Inc0.696%-1.177%235,034-2,8002024-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.300%-1.571%5,166,356-82,4612024-06-30
Vanguard Group Inc11.198%0.907%3,781,03133,9742024-06-30
HHG PLC5.437%-8.113%1,836,027-162,1182024-06-30
Impactive Capital LP4.295%40.253%1,450,348416,2552024-06-30
State Street Corp4.193%0.124%1,415,9091,7472024-06-30
State Street Corporation4.190%3.055%1,414,16241,9242024-03-31
Dimensional Fund Advisors, Inc.3.908%1.597%1,319,43420,7392024-06-30
AllianceBernstein L.P.3.791%138.556%1,280,100743,4972024-06-30
T. Rowe Price Investment Management,Inc.3.528%0.708%1,191,2558,3692024-06-30
Victory Capital Management Inc.3.150%13.839%1,063,522129,2892024-06-30
Morgan Stanley - Brokerage Accounts2.677%7.608%903,95063,9062024-06-30
FMR Inc2.445%-34.128%825,561-427,7282024-06-30
Geode Capital Management, LLC2.195%3.345%741,29623,9922024-06-30
T. Rowe Price Associates, Inc.2.218%2.109%732,32215,1242022-06-30
Bank of America Corp1.630%8.989%550,42845,3982024-06-30
Charles Schwab Investment Management Inc1.327%4.549%448,10819,4982024-06-30
Northern Trust Corp1.222%-3.217%412,726-13,7182024-06-30
NORGES BANK1.213%13.484%409,51648,6572024-06-30
Millennium Management LLC1.200%0.000%401,484401,4842023-09-30
Balyasny Asset Management LLC1.175%51.644%393,168133,8982023-09-30
Bank of New York Mellon Corp1.118%0.752%377,4172,8152024-06-30
American Century Companies Inc1.040%10.097%351,02232,1922024-06-30
M.D. Sass, LLC0.955%-9.584%319,578-33,8762023-09-30
Kathmere Capital Management, LLC0.911%110.991%307,310161,6592024-06-30
First Trust Advisors L.P.0.791%15.937%266,53736,6392023-12-31
Goldman Sachs Group Inc0.778%-53.154%262,238-297,5542024-03-31
Sequoia Financial Advisors LLC0.777%-0.018%261,852-472024-03-31
Harspring Capital Management LLC0.765%20.567%255,00043,5002022-12-31
Brown Advisory Holdings Inc0.697%-0.471%235,488-1,1152024-06-30
Boston Partners Global Investors, Inc0.696%-1.177%235,034-2,8002024-06-30
Voss Capital LLC0.659%0.000%219,854219,8542023-06-30
FIRST SABREPOINT CAPITAL MANAGEMENT LP0.645%26.471%215,00045,0002023-06-30
Conversant Capital LLC0.609%0.000%203,00002023-03-31
Principal Financial Group Inc0.556%-1.791%185,434-3,3822023-03-31
NFJ Investment Group, LLC0.457%252.017%150,695107,8862022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Walker & Dunlop Inc (WD), owning a total of 2 million shares. Combined, the top 37 mutual fund holders of WD own 55.48% of the company with a total of 18.7 million shares.

In the latest ownership report on October 31st 2024, the top 37 fund holders increased their combined ownership of WD by 2 thousand shares. 2 funds bought 3,996 total additional shares and increased their ownership by an average of 0.43%. However 1 funds sold 1,890 total shares and decreased their ownership by an average of 0.23%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Walker & Dunlop increased by a net total of 2,106 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.052%0.090%2,043,6771,8362024-10-31
iShares Russell 2000 ETF2.483%-0.225%838,270-1,8902024-10-31
Avantis US Small Cap Value ETF1.320%0.000%445,81202024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF0.842%0.766%284,2172,1602024-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.052%0.090%2,043,6771,8362024-10-31
Vanguard Total Stock Mkt Idx Inv2.968%0.111%1,002,2171,1092024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.750%-3.631%919,986-34,6652023-03-31
iShares Russell 2000 ETF2.483%-0.225%838,270-1,8902024-10-31
Janus Henderson US SMID Cap Growth2.431%0.000%820,97202024-09-30
Janus Henderson Triton D2.431%0.000%820,97202024-08-31
Vanguard Small Cap Index2.376%-1.037%802,417-8,4072024-09-30
Victory Sycamore Small Company Opp R2.340%32.773%790,000195,0002024-09-30
Victory Small Cap Value CIT (Net 75)2.340%32.773%790,000195,0002024-09-30
T. Rowe Price Small-Cap Value2.067%-0.896%697,935-6,3092024-09-30
Vanguard Small Cap Value Index Inv1.609%-0.037%543,430-2022024-09-30
Fidelity® Value1.495%-2.855%500,200-14,7002023-11-30
Vanguard Institutional Extnd Mkt Idx Tr1.420%-6.856%479,551-35,2972024-09-30
Avantis US Small Cap Value ETF1.320%0.000%445,81202024-10-31
Vanguard Extended Market Index Investor1.275%-0.018%425,003-762023-08-31
Fidelity Value1.221%-6.174%410,300-27,0002024-02-29
Fidelity® Series Small Cap Opps1.213%0.000%404,51602023-05-31
Janus Henderson Gbl Sustainable Eq MA1.195%-2.216%401,391-9,0962023-12-31
iShares S&P Small-Cap 600 Growth ETF1.182%0.235%390,1759152022-11-30
T. Rowe Price U.S. SC Value Eq Tr-Z1.118%4.404%377,35915,9172024-09-30
Fidelity Small Cap Growth0.998%11.374%336,95834,4112024-08-31
Fidelity Small Cap Index0.976%-2.433%329,704-8,2212024-08-31
First Trust SMID Cp Rising Div Achv ETF0.958%0.925%321,2172,9452024-02-29
Fidelity® Small Cap Index0.917%2.660%306,8737,9522023-10-31
M.D. Sass Concentrated Value0.895%-10.167%299,323-33,8762023-09-30
SPDR® Portfolio S&P 600 Sm Cap ETF0.881%-0.141%296,892-4202024-05-30
Janus Henderson Global Sustainable Eq0.870%-2.506%293,886-7,5552024-09-30
Janus Henderson Global Sust Eq E Inc GBP0.870%-0.631%293,886-1,8672024-09-30
iShares Russell 2000 Value ETF0.857%-0.132%288,974-3822024-05-30
SPDR® Portfolio S&P 600™ Sm Cap ETF0.842%0.766%284,2172,1602024-10-31
AB Discovery Value Advisor0.800%0.000%269,95302024-09-30
Fidelity Value Strategies0.802%3.151%268,4008,2002023-12-31
iShares S&P Small-Cap 600 Value ETF0.798%-0.364%266,757-9752023-12-29
SPDR® S&P 600 Small Cap Value ETF0.729%-0.102%243,148-2482023-06-22
Vanguard Tax-Managed Small Cap Adm0.678%-6.766%229,073-16,6242024-09-30
Fidelity® Small Cap Stock0.684%3.863%225,8378,4002022-09-30
DFA US Small Cap I0.643%-5.293%216,914-12,1232024-07-31

Discussions

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three_dayNotice

$WD where’s the WSB guys at? Still sleeping?

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millimaker

$WD volume is almost nonexistent

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substancetag

$WD I hope I never have to work for anyone again after this

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im_drank

$WD buy the dip were blasting off

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