AWA
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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
2026
Q2 		$278K Buy
+5,090
New +$258K ﹤0.01% 1444
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Arkadios Wealth Advisors's WD Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in Walker & Dunlop (WD) in Q2 2026: 5,090 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in WD as recently as Q3 2025.

Arkadios Wealth Advisors first reported a position in WD in Q2 2022 and has held it in 11 quarters since. The position peaked at $354K in Q2 2022. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Arkadios Wealth Advisors held 5,090 shares of Walker & Dunlop worth $278K as of Q2 2026.
  • Walker & Dunlop was a new Arkadios Wealth Advisors position in Q2 2026.
  • Walker & Dunlop made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1444 holding.
  • Arkadios Wealth Advisors first reported a position in Walker & Dunlop in Q2 2022 and has held it in 11 quarters since.
  • Arkadios Wealth Advisors's Walker & Dunlop position peaked at $354K in Q2 2022.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.