Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Walker & Dunlop Inc (WD)

259 + Investors. Track Smart Money conviction in WD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — WD

Based on 260 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added WD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
260 funds currently hold this stock — 89% of the 3.0-year high of 291 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
19 fewer hedge funds hold WD compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 61% buying

161 buying104 selling
Last quarter: 161 funds were net buyers (52 opened a brand new position + 109 added to an existing one). Only 104 were sellers (59 trimmed + 45 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new WD position: 42 → 47 → 40 → 52. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 16% medium ■ 19% new
169 out of 260 hedge funds have held WD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+17% value, -1% shares)

Value
+17%
Shares
0%
Last quarter: total value of institutional WD holdings rose +17% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~52 new funds/quarter

41 → 42 → 47 → 40 → 52 new funds/Q
New funds entering each quarter: 42 → 47 → 40 → 52. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 22% newcomers

■ 67% veterans ■ 11% 1-2yr ■ 22% new
Entry-cohort mix of 266 holders: 179 (67%) are 2+ year veterans, 28 entered 1–2 years ago, and 59 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
48 of 259 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in WD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WD

In 2026 Q2, 161 hedge funds were net buyers of WD (52 opened a new position, 109 added to an existing one), while 104 reduced or exited (59 trimmed, 45 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 60% of total institutional value in WD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 260.

Hedge Fund Ownership: WD

How many hedge funds hold WD — quarterly history vs. share price
Quarterly hedge fund ownership of WD vs. share price

Market Analysis: WD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WD

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: WD
259 + Investors

Track Smart Money conviction in WD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 259 253 2.37%
13F Shares 29M 29M -0.69%
Total Value $1.49B $1.27B 17.23%
New Positions 52 40 +12
Increased Positions 104 95 +9
Closed Positions 45 62 -17
Reduced Positions 58 81 -23
Total Calls 5 5 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.4 0.2 Bullish

Statistics: WD

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Financial Highlights

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Institutional Holders (2026 Q2)

259 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gratia Capital, LLC 3.85% 116,300 $6.4M
2 Resolute Capital Asset Partners LLC 1.05% 45,000 $2.5M
3 Steinberg Asset Management LLC 1.03% 30,334 $1.7M
4 Gratia Capital, LLC 0.55% 16,619 $909K
5 VARCOV Co. 0.47% 22,646 $1.2M
6 RPg Family Wealth Advisory, LLC 0.42% 37,203 $2.0M
7 Kathmere Capital Management, LLC 0.40% 138,401 $7.6M
8 Verdence Capital Advisors LLC 0.40% 138,555 $7.6M
9 Invenomic Capital Management LP 0.35% 106,881 $5.8M
10 Carson Advisory Inc. 0.34% 13,500 $738K
11 Royce & Associates LP 0.30% 676,507 $37.0M
12 Synergy Financial Group, LTD 0.29% 7,476 $409K
13 GatePass Capital, LLC 0.28% 13,427 $734K
14 Erste Asset Management GmbH 0.19% 450,000 $24.2M
15 Almitas Capital LLC 0.15% 11,600 $635K
16 Eagle Rock Investment Company, LLC 0.14% 20,178 $1.1M
17 Dempze Nancy E 0.13% 5,000 $274K
18 Crawford Investment Counsel Inc 0.13% 143,087 $7.8M
19 Shufro Rose & Co LLC 0.12% 38,251 $2.1M
20 PDT Partners, LLC 0.11% 39,922 $2.2M
21 Spinnaker Investment Group, LLC 0.11% 12,777 $699K
22 Davidson Kahn Capital Management, LLC 0.11% 4,627 $253K
23 R Squared Ltd 0.11% 3,763 $206K
24 MetLife Investment Management, LLC 0.09% 366,261 $20.0M
25 Alyeska Investment Group, L.P. 0.08% 555,439 $30.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Walker & Dunlop Inc (WD)

What does the Smart Money Trend signal show for WD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WD?

More buyers than sellers — 61% buying: Last quarter: 161 funds were net buyers (52 opened a brand new position + 109 added to an existing one). Only 104 were sellers (59 trimmed + 45 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WD holders?

Elite ownership — 60% AUM from top-100 funds: 48 of 259 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in WD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WD?

65% of holders stayed for 2+ years: 169 out of 260 hedge funds have held WD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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