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Ashton Thomas Private Wealth’s Walker & Dunlop WD Stock Holding History

Ashton Thomas Private Wealth’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
-2,568
Closed -$215K – 1059
2025
Q3 		$215K Buy
+2,568
New +$207K 0.01% 914
2025
Q2 		– Sell
-2,353
Closed -$201K – 884
2025
Q1 		$201K Hold
2,353
– – 0.01% 786
2024
Q4 		$229K Buy
+2,353
New +$255K 0.01% 714
2024
Q2 		– Sell
-2,353
Closed -$238K – 1935
2024
Q1 		$238K Hold
2,353
– – 0.01% 539
2023
Q4 		$261K Buy
+2,353
New +$193K 0.02% 516

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Ashton Thomas Private Wealth's WD Position: Q4 2025 in Review

Ashton Thomas Private Wealth sold out of Walker & Dunlop (WD) in Q4 2025, closing a stake of 2,568 shares — an estimated $215K sold.

Ashton Thomas Private Wealth first reported a position in WD in Q4 2023 and held it in 5 quarters. The position peaked at $261K in Q4 2023. 278 funds tracked by Wall St. Rank hold WD as of Q4 2025.

  • Ashton Thomas Private Wealth reported no remaining Walker & Dunlop position as of Q4 2025 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 2,568 Walker & Dunlop shares in Q4 2025, an estimated $215K.
  • Ashton Thomas Private Wealth first reported a position in Walker & Dunlop in Q4 2023 and held it in 5 quarters.
  • Ashton Thomas Private Wealth's Walker & Dunlop position peaked at $261K in Q4 2023.
  • 278 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q4 2025, filed 29 Jan 2026.