AF
WD icon

Allworth Financial’s Walker & Dunlop WD Stock Holding History

Allworth Financial’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
2026
Q1 		$22.1K Buy
498
+274
+122% +$15.4K ﹤0.01% 2921
2025
Q4 		$13.5K Sell
224
-286
-56% -$20.3K ﹤0.01% 3058
2025
Q3 		$42.6K Buy
510
+31
+6% +$2.5K ﹤0.01% 2208
2025
Q2 		$33.7K Buy
479
+257
+116% +$18.6K ﹤0.01% 2189
2025
Q1 		$17K Buy
222
+20
+10% +$1.79K ﹤0.01% 2175
2024
Q4 		$19.2K Buy
202
+55
+37% +$5.95K ﹤0.01% 2134
2024
Q3 		$16.7K Buy
147
+41
+39% +$4.29K ﹤0.01% 2024
2024
Q2 		$11.3K Hold
106
– – ﹤0.01% 2177
2024
Q1 		$10.7K Hold
106
– – ﹤0.01% 2079
2023
Q4 		$11.7K Sell
106
-255
-71% -$20.9K ﹤0.01% 1919
2023
Q3 		$26.8K Sell
361
-15
-4% -$1.27K ﹤0.01% 1359
2023
Q2 		$29.7K Buy
376
+236
+169% +$17K ﹤0.01% 1323
2023
Q1 		$10.7K Sell
140
-11
-7% -$954 ﹤0.01% 1767
2022
Q4 		$11.8K Buy
151
+10
+7% +$840 ﹤0.01% 1635
2022
Q3 		$12K Buy
141
+1
+0.7% +$102 ﹤0.01% 1582
2022
Q2 		$13K Buy
140
+10
+8% +$1.1K ﹤0.01% 1468
2022
Q1 		$17K Hold
130
– – ﹤0.01% 1326
2021
Q4 		$20K Hold
130
– – ﹤0.01% 1132
2021
Q3 		$15K Hold
130
– – ﹤0.01% 1132
2021
Q2 		$14K Hold
130
– – ﹤0.01% 954
2021
Q1 		$13K Buy
+130
New +$12.6K ﹤0.01% 918

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return