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Basecamp Wealth Advisors’s Walker & Dunlop WD Stock Holding History

Basecamp Wealth Advisors’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 		$18.4K Buy
337
+8
+2% +$405 ﹤0.01% 845
2026
Q1 		$14.6K Buy
329
+33
+11% +$1.86K ﹤0.01% 917
2025
Q4 		$17.8K Buy
+296
New +$21K ﹤0.01% 828

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

Basecamp Wealth Advisors's WD Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Walker & Dunlop (WD) stake by 2.4% in Q2 2026, buying an estimated $405 and bringing the position to 337 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Basecamp Wealth Advisors first reported a position in WD in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Basecamp Wealth Advisors held 337 shares of Walker & Dunlop worth $18.4K as of Q2 2026.
  • Basecamp Wealth Advisors bought 8 Walker & Dunlop shares in Q2 2026, an estimated $405.
  • Walker & Dunlop made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #845 holding.
  • Basecamp Wealth Advisors first reported a position in Walker & Dunlop in Q4 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.