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Advisor OS’s Walker & Dunlop WD Stock Holding History

Advisor OS’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,320
Closed -$945K – 457
2024
Q3 		$945K Sell
8,320
-1,620
-16% -$170K 0.09% 160
2024
Q2 		$976K Buy
9,940
+89
+0.9% +$8.47K 0.11% 165
2024
Q1 		$996K Sell
9,851
-871
-8% -$83.6K 0.11% 162
2023
Q4 		$1.19M Sell
10,722
-8,414
-44% -$691K 0.15% 123
2023
Q3 		$1.42M Buy
19,136
+10,264
+116% +$867K 0.21% 90
2023
Q2 		$702K Buy
+8,872
New +$641K 0.11% 171

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor OS's WD Position: Q4 2024 in Review

Advisor OS sold out of Walker & Dunlop (WD) in Q4 2024, closing a stake of 8,320 shares — an estimated $945K sold.

Advisor OS first reported a position in WD in Q2 2023 and held it in 6 quarters. The position peaked at $1.42M in Q3 2023. 270 funds tracked by Wall St. Rank hold WD as of Q4 2024.

  • Advisor OS reported no remaining Walker & Dunlop position as of Q4 2024 after selling out during the quarter.
  • Advisor OS sold 8,320 Walker & Dunlop shares in Q4 2024, an estimated $945K.
  • Advisor OS first reported a position in Walker & Dunlop in Q2 2023 and held it in 6 quarters.
  • Advisor OS's Walker & Dunlop position peaked at $1.42M in Q3 2023.
  • 270 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2024.

Based on Advisor OS's 13F filing for Q4 2024, filed 5 Feb 2025.