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Asset Dedication LLC’s Walker & Dunlop WD Stock Holding History

Asset Dedication LLC’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 		– Sell
-865
Closed -$52K – 1193
2025
Q4 		$52K Hold
865
– – ﹤0.01% 488
2025
Q3 		$72.3K Hold
865
– – ﹤0.01% 463
2025
Q2 		$61K Hold
865
– – ﹤0.01% 489
2025
Q1 		$73.8K Sell
865
-96
-10% -$8.6K 0.01% 416
2024
Q4 		$93.4K Hold
961
– – 0.01% 381
2024
Q3 		$109K Hold
961
– – 0.01% 401
2024
Q2 		$94.4K Buy
+961
New +$91.4K 0.01% 411

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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

Asset Dedication LLC's WD Position: Q1 2026 in Review

Asset Dedication LLC sold out of Walker & Dunlop (WD) in Q1 2026, closing a stake of 865 shares — an estimated $52K sold.

Asset Dedication LLC first reported a position in WD in Q2 2024 and held it in 7 quarters. The position peaked at $109K in Q3 2024. 255 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • Asset Dedication LLC reported no remaining Walker & Dunlop position as of Q1 2026 after selling out during the quarter.
  • Asset Dedication LLC sold 865 Walker & Dunlop shares in Q1 2026, an estimated $52K.
  • Asset Dedication LLC first reported a position in Walker & Dunlop in Q2 2024 and held it in 7 quarters.
  • Asset Dedication LLC's Walker & Dunlop position peaked at $109K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.