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Bailard’s Walker & Dunlop WD Stock Holding History

Bailard’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 		$547K Buy
+10,000
New +$506K 0.01% 493
2022
Q2 		– Sell
-2,400
Closed -$311K – 807
2022
Q1 		$311K Buy
+2,400
New +$329K 0.01% 518
2019
Q3 		– Sell
-5,200
Closed -$277K – 600
2019
Q2 		$277K Sell
5,200
-2,400
-32% -$127K 0.02% 439
2019
Q1 		$387K Sell
7,600
-3,600
-32% -$183K 0.02% 363
2018
Q4 		$484K Sell
11,200
-143
-1% -$6.57K 0.03% 304
2018
Q3 		$600K Buy
11,343
+143
+1% +$7.94K 0.04% 325
2018
Q2 		$623K Hold
11,200
– – 0.04% 304
2018
Q1 		$666K Buy
+11,200
New +$556K 0.04% 264

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

Bailard's WD Position: Q2 2026 in Review

Bailard opened a new position in Walker & Dunlop (WD) in Q2 2026: 10,000 shares worth $547K. The stake represents 0.01% of the portfolio and ranks #493 among its holdings. This is a return to the name: Bailard previously reported a position in WD as recently as Q1 2022.

Bailard first reported a position in WD in Q1 2018 and has held it in 8 quarters since. The position peaked at $666K in Q1 2018. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Bailard held 10,000 shares of Walker & Dunlop worth $547K as of Q2 2026.
  • Walker & Dunlop was a new Bailard position in Q2 2026.
  • Walker & Dunlop made up 0.01% of Bailard's portfolio in Q2 2026, its #493 holding.
  • Bailard first reported a position in Walker & Dunlop in Q1 2018 and has held it in 8 quarters since.
  • Bailard's Walker & Dunlop position peaked at $666K in Q1 2018.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.