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Disclosery

WD WALKER & DUNLOP INC

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STOK (common), issuer CIK 1497770

268 managers (272 13F filers) reported a position in WD shares at 2024-12-31, 28,276,935 shares in all. 25 filers opened a position and 34 filers sold out during the quarter.

Managers
268
13F filers
272
New
25
Added
97
Reduced
94
Sold out
34
Shares held by filers
28,276,935

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Smartleaf Asset Management LLC751$71.9K0.01%+52413F-HRTimeline
GAMMA Investing LLC606$58.9K0.01%-4813F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…594$57.7K<0.01%013F-HRTimeline
Avior Wealth Management, LLC556$54K<0.01%-713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/398$38.7K<0.01%+713F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…317$30.4K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…308$29.9K<0.01%-1313F-HRTimeline
Sterling Capital Management LLC306$29.7K<0.01%+25113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK281$27.3K<0.01%+613F-HRTimelineGroup
Quarry LP238$23.1K<0.01%new13F-HRTimeline
Versant Capital Management, Inc201$19.5K<0.01%013F-HRTimeline
Parallel Advisors, LLC200$19.5K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp200$19.4K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors200$19.4K<0.01%013F-HRTimelineGroup
Allworth Financial LP202$19.2K<0.01%+5513F-HRTimeline
Roble, Belko & Company, Inc199$19K<0.01%013F-HRTimeline
Rise Advisors, LLC184$17.9K0.01%+113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…170$16.5K<0.01%-1313F-HRTimelineGroup
R Squared Ltd150$14.6K0.01%13F-HRTimeline
SBI Securities Co., Ltd.147$14.3K<0.01%13F-HRTimeline
Main Street Group, LTD142$13.8K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC129$13K<0.01%+4213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP108$10.5K<0.01%+2513F-HRTimelineGroup
Hemington Wealth Management112$10K<0.01%+1013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP100$9.72K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA111$9.7K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC92$8.94K<0.01%013F-HRTimeline
Blue Trust, Inc.92$8.94K<0.01%-24313F-HR/ATimeline
Putney Financial Group LLC90$8.75K0.01%13F-HRTimeline
UMB Bank, n.a.86$8.36K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GHP Investment Advisors, Inc.75$7.29K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC75$7.29K<0.01%-4613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…74$7.19K<0.01%-13613F-HRTimelineGroup
Covestor Ltd76$7K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC70$6.8K<0.01%13F-HRTimeline
Arax Advisory Partners69$6.71K<0.01%+1213F-HRTimeline
Lindbrook Capital, LLC59$5.74K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB45$4.37K<0.01%-1013F-HRTimeline
ROTHSCHILD INVESTMENT LLC40$3.89K<0.01%+1013F-HRTimeline
Parkside Financial Bank & Trust39$3.79K<0.01%+613F-HRTimeline
High Note Wealth, LLC37$3.6K<0.01%new13F-HRTimeline
Missouri Trust & Investment Co35$3.4K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC33$3.21K<0.01%+1913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…23$2.24K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC23$2.24K<0.01%+413F-HRTimeline
Beacon Capital Management, LLC18$1.75K<0.01%013F-HRTimeline
Clearstead Advisors, LLC17$1.61K<0.01%013F-HRTimeline
Abound Wealth Management16$1.56K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15$1.46K<0.01%new13F-HRTimelineGroup
Aviso Financial Inc.15$1.46K<0.01%013F-HRTimeline
IFP Advisors, Inc5$1.46K<0.01%new13F-HRTimeline
Tidemark, LLC12$1.17K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.11$1.08K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC20$1K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9$875<0.01%new13F-HRTimelineGroup
Private Wealth Management Group, LLC8$778<0.01%013F-HRTimeline
Manchester Capital Management LLC7$681<0.01%013F-HRTimeline
Whipplewood Advisors, LLC7$680<0.01%13F-HRTimeline
Bell Investment Advisors, Inc6$584<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$584<0.01%013F-HRTimeline
Global Retirement Partners, LLC6$583<0.01%-2413F-HRTimeline
SJS Investment Consulting Inc.5$487<0.01%-213F-HRTimeline
Larson Financial Group LLC5$486<0.01%013F-HRTimeline
Global Financial Private Client, LLC2$194<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$98<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$97<0.01%13F-HRTimeline
WR Wealth Planners, LLC0$12<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.