AssetMark Inc
WD icon

AssetMark Inc’s Walker & Dunlop WD Stock Holding History

AssetMark Inc’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
-2
Closed -$120 – 3609
2025
Q4 		$120 Sell
2
-19
-90% -$1.35K ﹤0.01% 3295
2025
Q3 		$1.76K Sell
21
-5
-19% -$403 ﹤0.01% 2652
2025
Q2 		$1.83K Buy
26
+20
+333% +$1.45K ﹤0.01% 2456
2025
Q1 		$512 Sell
6
-3
-33% -$269 ﹤0.01% 2413
2024
Q4 		$875 Buy
+9
New +$974 ﹤0.01% 2268
2020
Q2 		– Sell
-152
Closed -$6K – 1454
2020
Q1 		$6K Buy
152
+70
+85% +$4.41K ﹤0.01% 1075
2019
Q4 		$5K Sell
82
-3,185
-97% -$201K ﹤0.01% 1117
2019
Q3 		$183K Sell
3,267
-47
-1% -$2.64K ﹤0.01% 514
2019
Q2 		$176K Sell
3,314
-882
-21% -$46.7K ﹤0.01% 492
2019
Q1 		$214K Sell
4,196
-530
-11% -$26.9K ﹤0.01% 442
2018
Q4 		$204K Sell
4,726
-605
-11% -$27.8K ﹤0.01% 441
2018
Q3 		$282K Sell
5,331
-6
-0.1% -$333 ﹤0.01% 412
2018
Q2 		$297K Buy
5,337
+1,691
+46% +$97.5K ﹤0.01% 396
2018
Q1 		$217K Buy
3,646
+3,637
+40,411% +$180K ﹤0.01% 438
2017
Q4 		$0 Sell
9
-30
-77% -$1.53K ﹤0.01% 2153
2017
Q3 		$2K Buy
39
+4
+11% +$195 ﹤0.01% 1298
2017
Q2 		$2K Buy
35
+23
+192% +$1.07K ﹤0.01% 1247
2017
Q1 		$1K Buy
+12
New +$442 ﹤0.01% 1233

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

AssetMark Inc's WD Position: Q1 2026 in Review

AssetMark Inc sold out of Walker & Dunlop (WD) in Q1 2026, closing a stake of 2 shares — an estimated $120 sold.

AssetMark Inc first reported a position in WD in Q1 2017 and held it in 18 quarters. The position peaked at $297K in Q2 2018. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • AssetMark Inc reported no remaining Walker & Dunlop position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 2 Walker & Dunlop shares in Q1 2026, an estimated $120.
  • AssetMark Inc first reported a position in Walker & Dunlop in Q1 2017 and held it in 18 quarters.
  • AssetMark Inc's Walker & Dunlop position peaked at $297K in Q2 2018.
  • 254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.