WD

Walker & Dunlop Inc Cross-source read$40.53 0.50%
FinancialsCUSIP 93148P102· EOD Sep 11, 2026

Among active 13F managers last quarter, 6 opened and 25 added, while 15 reduced; the largest holder to move was AllianceBernstein L.P. (+11%). Over the last 180 days, 1 insider bought and none sold, a net +$46K in open-market trades.

Tracked 13F holders
236
113 in Q2 2026 filings
13F value (tracked)
$1.3B
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
31 adding · 15 trimming
Insiders · Form 4 open-market, 180d
1 buying · 0 selling · +$46K
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$40.53 0.50%5Y -63.8%
$31.03$63.79$96.55$129.30$162.06202120222023202420252026183531322354029373626328415442825461126272037234228404455725545026151715978667974465784531
Hover for who · click for detailEnd-of-day closing prices52w $39.48 – $87.54

Who owns WD?

236 tracked 13F filers · ranked by shares held

236 tracked 13F filers disclose a position in WD as of the latest SEC 13F filings, a combined $1.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.5.3M
$289.6M
+3.1%
Added · +161K sh
Q2 2026
2Vanguard Portfolio Management LLC2.1M
$113.9M
+2.1%
Added · +42K sh
Q2 2026
3State Street Corp1.6M
$88.7M
+4.8%
Added · +75K sh
Q2 2026
4Vanguard Capital Management LLC1.5M
$81.7M
+1.1%
Added · +16K sh
Q2 2026
5Dimensional Fund Advisors LP1.4M
$60.8M
+8.2%
Added · +104K sh
Q1 2026
6AllianceBernstein L.P.1.4M
$81.6M
+11%
Added · +136K sh
Q1 2026
7T. Rowe Price Investment Management, Inc.1.3M
Withheld
+8.3%
Added · +99K sh
Q2 2026
8Janus Henderson Group Ltd.1.1M
$50.2M
−4.4%
Reduced · −52K sh
Q1 2026
9Geode Capital Management, LLC872K
$47.7M
+5.8%
Added · +48K sh
Q2 2026
10Deprince Race & Zollo Inc706K
$38.6M
−3.1%
Reduced · −23K sh
Q2 2026
11Alyeska Investment Group, L.P.555K
$30.4M
+3.7%
Added · +20K sh
Q2 2026
12Charles Schwab Investment Management Inc479K
$21.3M
−2.2%
Reduced · −11K sh
Q1 2026
13Bank Of America Corp478K
$21.2M
+75%
Added · +205K sh
Q1 2026
14Erste Asset Management GmbH450K
$24.2M
+80%
Added · +200K sh
Q2 2026
15Morgan Stanley432K
$19.2M
−9.3%
Reduced · −44K sh
Q1 2026
16Ameriprise Financial Inc429K
$19.0M
+638%
Added · +371K sh
Q1 2026
17MetLife Investment Management, LLC366K
$20.0M
20×
Added · +348K sh
Q2 2026
18Northern Trust Corp361K
$16.0M
+9.0%
Added · +30K sh
Q1 2026
19Two Sigma Investments, LP313K
$13.9M
−0.1%
Reduced · −189 sh
Q1 2026
20Qube Research & Technologies Ltd275K
$12.2M
+18%
Added · +41K sh
Q1 2026
21Rockefeller Capital Management L.P.241K
$10.7M
+12%
Added · +26K sh
Q1 2026
22AQR Capital Management LLC240K
$10.6M
+325%
Added · +183K sh
Q1 2026
23Vanguard Fiduciary Trust Co226K
$12.3M
+3.3%
Added · +7K sh
Q2 2026
24Russell Investments Group, Ltd.205K
$9.1M
−17%
Reduced · −41K sh
Q1 2026
25Jane Street Group, LLC195K
$8.7M
+7.4%
Added · +13K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is WD being bought or sold by institutions?

Last quarter, 6 funds opened a new position in WD and 25 added to an existing one, while 15 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
25
added to an existing position
Reduced
15
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own WD also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT128 funds$203.6B
JPMorgan Chase & CoJPM126 funds$48.6B
Amazon.com IncAMZN125 funds$158.2B
Alphabet Inc-CL AGOOGL125 funds$136.1B
Nvidia CorpNVDA124 funds$323.1B
Micron Technology IncMU123 funds$46.2B
Chevron CorpCVX122 funds$24.3B
Apple IncAAPL121 funds$231.3B
Broadcom IncAVGO121 funds$129.4B
Eli Lilly & CoLLY121 funds$67.7B
Berkshire Hathaway Inc-CL BBRK/B121 funds$30.8B
Costco Wholesale CorpCOST120 funds$29.9B

Ranked by how many of WD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WD.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$46K
1 insider
Net · 180d
$46K
1 open-market transaction
DateInsiderRoleActionSharesValue
Mar 18, 2026Schmaltz Dana LDirectorBuy (P)1K$46K
Mar 5, 2026Freedman Ernest MichaelDirectorBuy (P)5K$246K
Mar 3, 2026Wells DonnaDirectorBuy (P)500$23K
Mar 2, 2026Walker William MChairman & CEO, DirectorBuy (P)10K$475K
Aug 29, 2025Pryor Paula A.EVP and Chief HR OfficerSell (S)5K$460K
Mar 6, 2025Walker William MChairman & CEO, DirectorBuy (P)
2 lots, same day
18K$1.5M
Aug 23, 2024Theobald Stephen PEVP & Chief Operating OfficerSell (S)
5 lots, same day
14K$1.5M
May 6, 2024Pryor Paula A.EVP and Chief HR OfficerSell (S)5K$441K
Mar 8, 2024Smith Howard W IIIDirectorSell (S)
3 lots, same day
20K$1.9M
Feb 27, 2024Florkowski GregoryEVP & Chief Financial OfficerSell (S)4K$386K
Feb 21, 2024Pryor Paula A.EVP and Chief HR OfficerSell (S)2K$180K
Feb 9, 2024Smith Howard W IIIDirectorSell (S)
3 lots, same day
20K$1.9M

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Confluence: insiders and funds buying

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5432
Insiders
Form 4 open-market
10+$46K
US House
STOCK Act trades
00$0
Sector rotation
WD is in Financials, which smart money is rotating OUT OF
$31.5B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

113 tracked filers in Q2 2026 filingsstill filing
0121241Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $264.1M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

Keep exploring

Connected entities for WD

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Ask your agent what changed in WD

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for WD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.