As of the latest SEC filings, Walker & Dunlop, Inc. (WD) is held by 269 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $90,715,959.74 in market value, representing 0.10% of its portfolio.
Funds holding Walker & Dunlop, Inc. (WD)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WD
- CIK:
- 0001497770
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.10% | $90,715,959.74 | 2,044,073 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $46,201,222.06 | 1,041,037 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.05% | $35,783,105.82 | 806,289 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.02% | $33,100,112.92 | 745,834 | Mar 31, 2026 | May 28, 2026 |
|
PASVX
T. Rowe Price Small-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.31% | $28,516,102.72 | 642,544 | Mar 31, 2026 | May 28, 2026 |
|
JATTX
Janus Henderson Triton Fund
|
MF | Independent / Boutique | 0.54% | $27,818,537.88 | 626,826 | Mar 31, 2026 | May 29, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.03% | $21,080,144.96 | 474,992 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $16,820,641.32 | 379,014 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.05% | $16,503,320.20 | 327,772 | Apr 30, 2026 | Jun 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.19% | $14,760,788.00 | 332,600 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.10% | $13,701,792.44 | 308,738 | Mar 31, 2026 | May 28, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.61% | $13,579,395.00 | 269,700 | Apr 30, 2026 | Jun 25, 2026 |
|
RYTFX
Royce Small-Cap Total Return Fund
|
MF | Independent / Boutique | 1.48% | $12,551,507.22 | 282,819 | Mar 31, 2026 | May 21, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.10% | $12,535,707.94 | 282,463 | Mar 31, 2026 | May 28, 2026 |
|
KBE
State Street(R) SPDR(R) S&P(R) Bank ETF
|
ETF | State Street (SPDR) | 0.93% | $11,986,594.20 | 270,090 | Mar 31, 2026 | May 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.07% | $11,354,227.10 | 225,506 | Apr 30, 2026 | Jun 24, 2026 |
|
JAVTX
Janus Henderson Venture Fund
|
MF | Independent / Boutique | 0.36% | $11,095,931.98 | 250,021 | Mar 31, 2026 | May 29, 2026 |
|
ABCSX
AB Discovery Value Fund
|
MF | Independent / Boutique | 0.44% | $10,952,726.51 | 238,051 | Feb 28, 2026 | Apr 24, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.11% | $10,510,249.12 | 236,824 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.07% | $9,465,145.45 | 187,987 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $8,790,716.61 | 191,061 | Feb 28, 2026 | Apr 24, 2026 |
|
AVPAX
American Beacon Small Cap Value Fund
|
MF | Independent / Boutique | 0.21% | $7,886,622.60 | 156,636 | Apr 30, 2026 | Jun 26, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.19% | $7,865,067.98 | 177,221 | Mar 31, 2026 | May 28, 2026 |
|
-
Senior Debt Portfolio
|
ETF | Independent / Boutique | 0.17% | $7,850,326.88 | 7,830,750 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $7,634,218.05 | 151,623 | Apr 30, 2026 | Jun 24, 2026 |
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