Arkadios Wealth Advisors’s Walker & Dunlop WD Stock Holding History

Arkadios Wealth Advisors’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
2025 Q4	–	Sell	-2,968	Closed	-$248K	–	1656
2025 Q3	$248K	Buy	2,968 +55	+2%	+$4.43K	0.01%	1239
2025 Q2	$205K	Buy	2,913 +29	+1%	+$2.1K	0.01%	1211
2025 Q1	$246K	Sell	2,884 -48	-2%	-$4.3K	0.01%	977
2024 Q4	$285K	Buy	2,932 +12	+0.4%	+$1.3K	0.02%	739
2024 Q3	$332K	Buy	+2,920	New	+$306K	0.02%	673
2024 Q1	–	Sell	-1,845	Closed	-$205K	–	788
2023 Q4	$205K	Buy	+1,845	New	+$151K	0.02%	643
2023 Q2	–	Sell	-2,763	Closed	-$210K	–	644
2023 Q1	$210K	Sell	2,763 -121	-4%	-$10.5K	0.03%	558
2022 Q4	$226K	Buy	2,884 +3	+0.1%	+$252	0.03%	483
2022 Q3	$241K	Sell	2,881 -793	-22%	-$81K	0.04%	434
2022 Q2	$354K	Buy	+3,674	New	+$405K	0.05%	355

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Arkadios Wealth Advisors's WD Position: Q4 2025 in Review

Arkadios Wealth Advisors sold out of Walker & Dunlop (WD) in Q4 2025, closing a stake of 2,968 shares — an estimated $248K sold.

Arkadios Wealth Advisors first reported a position in WD in Q2 2022 and held it in 10 quarters. The position peaked at $354K in Q2 2022. 277 funds tracked by Wall St. Rank hold WD as of Q4 2025.

Arkadios Wealth Advisors reported no remaining Walker & Dunlop position as of Q4 2025 after selling out during the quarter.
Arkadios Wealth Advisors sold 2,968 Walker & Dunlop shares in Q4 2025, an estimated $248K.
Arkadios Wealth Advisors first reported a position in Walker & Dunlop in Q2 2022 and held it in 10 quarters.
Arkadios Wealth Advisors's Walker & Dunlop position peaked at $354K in Q2 2022.
277 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.