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Creative Planning WD Position History
Walker & Dunlop, Inc. • Financial Services
Quarters held
8
Latest value
$1.5M
Q3 2026
Peak value
$1.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $94K |
| Q3 2025 | $1.9M |
| Q4 2025 | $539K |
| Q1 2026 | $754K |
| Q2 2026 | $4K |
| Q2 2026 | $1.7M |
| Q3 2026 | $29K |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 43.6K | — | — |
| Q3 2026 | $29K | 836 | — | — |
| Q2 2026 | $1.7M | 31.1K | — | — |
| Q2 2026 | $4K | 81 | — | — |
| Q1 2026 | $754K | 17.0K | — | — |
| Q4 2025 | $539K | 9.0K | — | — |
| Q3 2025 | $1.9M | 23.1K | — | — |
| Q3 2025 | $94K | 1.1K | — | — |
Other funds holding WD
$371.1M
$99.8M
$88.7M
$88.7M
$68.7M