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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → WD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WD Position History
Walker & Dunlop, Inc. • Financial Services
Quarters held
5
Latest value
$205K
Q3 2026
Peak value
$769K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $403K |
| Q4 2025 | $360K |
| Q1 2026 | $235K |
| Q2 2026 | $769K |
| Q3 2026 | $205K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $205K | 6.0K | — | — |
| Q2 2026 | $769K | 15.3K | — | — |
| Q1 2026 | $235K | 5.3K | — | — |
| Q4 2025 | $360K | 5.9K | — | — |
| Q3 2025 | $403K | 5.0K | — | — |
Other funds holding WD
$371.1M
$99.8M
$88.7M
$88.7M
$68.7M