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Disclosery

WD WALKER & DUNLOP INC

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STOK (common), issuer CIK 1497770

291 managers (294 13F filers) reported a position in WD shares at 2025-03-31, 28,646,671 shares in all. 48 filers opened a position and 25 filers sold out during the quarter.

Managers
291
13F filers
294
New
48
Added
100
Reduced
95
Sold out
25
Shares held by filers
28,646,671

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Crewe Advisors LLC2,000$171K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,026$150K<0.01%+2613F-HRTimelineGroup
KBC Group NVin group KBC Group NV1,607$137K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,571$134K<0.01%-1,48713F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…1,308$112K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC1,179$101K<0.01%-12713F-HRTimeline
Asset Dedication, LLC865$73.8K0.01%-9613F-HRTimeline
GAMMA Investing LLC764$65.2K<0.01%+15813F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/724$61.8K<0.01%+32613F-HRTimelineGroup
Smartleaf Asset Management LLC723$60.7K0.01%-2813F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…648$55.3K<0.01%+5413F-HRTimeline
STRS OHIO600$51.2K<0.01%-40013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC549$46.9K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…461$39.4K<0.01%+15313F-HRTimeline
Parallel Advisors, LLC444$37.9K<0.01%+24413F-HRTimeline
CWM, LLCin group CWM, LLC411$35K<0.01%-56213F-HRTimelineGroup
Versant Capital Management, Inc383$32.7K0.01%+18213F-HRTimeline
Caitong International Asset Management …379$32.4K0.02%new13F-HRTimeline
Financial Management Professionals, Inc.378$32.3K<0.01%-53413F-HRTimeline
First Horizon Advisors, Inc.316$27K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK285$24.3K<0.01%+413F-HRTimelineGroup
von Borstel & Associates, Inc.282$24K0.01%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding260$22.2K-4,808Timeline
Brooklyn Investment Group209$17.8K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors200$17.1K<0.01%013F-HRTimelineGroup
Roble, Belko & Company, Inc199$17K<0.01%013F-HRTimeline
Allworth Financial LP222$17K<0.01%+2013F-HRTimeline
UMB Bank, n.a.190$16.2K<0.01%+10413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…189$16.1K<0.01%+1913F-HRTimelineGroup
SBI Securities Co., Ltd.186$15.9K<0.01%+3913F-HRTimeline
Sterling Capital Management LLC176$15K<0.01%-13013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP165$13.9K<0.01%+5713F-HR/ATimelineGroup
Rise Advisors, LLC156$13.3K0.01%-2813F-HRTimeline
N.E.W. Advisory Services LLC151$12.9K<0.01%new13F-HRTimeline
Main Street Group, LTD142$12.1K<0.01%013F-HRTimeline
Blue Trust, Inc.125$10.7K<0.01%+3313F-HRTimeline
Hemington Wealth Management122$10K<0.01%+1013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC121$10K<0.01%-813F-HRTimelineGroup
Lindbrook Capital, LLC113$9.65K<0.01%+5413F-HRTimeline
BOKF, NAin group BOKF, NA111$9.47K<0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP100$8.54K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC102$8.44K<0.01%+2713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…92$7.85K<0.01%+1813F-HRTimelineGroup
Continuum Advisory, LLC92$7.85K<0.01%013F-HRTimeline
Putney Financial Group LLC90$7.68K0.01%013F-HRTimeline
Covestor Ltd78$7K<0.01%+213F-HRTimeline
GHP Investment Advisors, Inc.75$6.4K<0.01%013F-HRTimeline
Quarry LP74$6.32K<0.01%-16413F-HRTimeline
Stonebridge Financial Group, LLC70$5.97K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust54$4.61K<0.01%+1513F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…53$4.52K<0.01%-26413F-HRTimelineGroup
PRIVATE TRUST CO NA46$3.93K<0.01%new13F-HRTimeline
SVB WEALTH LLC44$3.76K<0.01%new13F-HRTimeline
Manchester Capital Management LLC42$3.59K<0.01%+3513F-HRTimeline
VISION FINANCIAL MARKETS LLC41$3.44K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC35$2.99K<0.01%-513F-HRTimeline
MassMutual Private Wealth & Trust, FSB35$2.99K<0.01%-1013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…35$2.99K<0.01%+2013F-HRTimelineGroup
Missouri Trust & Investment Co35$2.99K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC30$2.56K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC29$2.48K<0.01%+613F-HRTimeline
Hexagon Capital Partners LLC26$2.22K<0.01%-713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.23$1.98K<0.01%+1213F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…23$1.96K<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC23$1.96K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC18$1.54K<0.01%013F-HRTimeline
Bare Financial Services, Inc18$1.54K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC17$1.43K<0.01%013F-HRTimeline
Arax Advisory Partners15$1.28K<0.01%-5413F-HRTimeline
Abound Wealth Management14$1.2K<0.01%-213F-HRTimeline
Tidemark, LLC12$1.04K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC23$1K<0.01%+313F-HRTimeline
Stephens Consulting, LLC10$854<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.8$683<0.01%new13F-HRTimeline
True Wealth Design, LLC8$683<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC8$683<0.01%013F-HRTimeline
Whipplewood Advisors, LLC31$598<0.01%+2413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7$598<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.7$598<0.01%+113F-HRTimeline
Bell Investment Advisors, Inc6$513<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6$512<0.01%-313F-HRTimelineGroup
Global Financial Private Client, LLC6$512<0.01%+413F-HRTimeline
Larson Financial Group LLC5$427<0.01%013F-HRTimeline
SJS Investment Consulting Inc.5$427<0.01%013F-HRTimeline
IFP Advisors, Inc0$427<0.01%-513F-HRTimelineAmount filed as zero, left out of ratios.
CoreCap Advisors, LLC3$256<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$86<0.01%013F-HRTimeline
HFM Investment Advisors, LLC1$86<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC1$85<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$85<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.