Baird Financial Group

Baird Financial Group’s Walker & Dunlop WD Stock Holding History

Baird Financial Group’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	-2,546	Closed	-$213K	–	1865
2025 Q3	$213K	Buy	+2,546	New	+$205K	﹤0.01%	1715
2024 Q4	–	Sell	-316	Closed	-$35.9K	–	1818
2024 Q3	$35.9K	Buy	+316	New	+$33.1K	﹤0.01%	1732
2024 Q2	–	Sell	-2,019	Closed	-$204K	–	1837
2024 Q1	$204K	Sell	2,019 -42,231	-95%	-$4.06M	﹤0.01%	1674
2023 Q4	$4.91M	Sell	44,250 -1,011	-2%	-$83K	0.01%	661
2023 Q3	$3.36M	Buy	45,261 +2,868	+7%	+$242K	0.01%	741
2023 Q2	$3.35M	Buy	42,393 +38,123	+893%	+$2.75M	0.01%	747
2023 Q1	$325K	Buy	4,270 +1,680	+65%	+$146K	﹤0.01%	1466
2022 Q4	$203K	Buy	2,590 +67	+3%	+$5.63K	﹤0.01%	1600
2022 Q3	$211K	Buy	+2,523	New	+$258K	﹤0.01%	1592
2020 Q1	–	Sell	-10,620	Closed	-$687K	–	1569
2019 Q4	$687K	Sell	10,620 -21,456	-67%	-$1.36M	﹤0.01%	1084
2019 Q3	$1.79M	Sell	32,076 -5,708	-15%	-$320K	0.01%	804
2019 Q2	$2.01M	Buy	+37,784	New	+$2M	0.01%	782

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return