BHWM
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Bay Harbor Wealth Management’s Walker & Dunlop WD Stock Holding History

Bay Harbor Wealth Management’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
-1
Closed -$83 – 1349
2025
Q3 		$83 Hold
1
– – ﹤0.01% 1198
2025
Q2 		$70 Hold
1
– – ﹤0.01% 1157
2025
Q1 		$85 Buy
+1
New +$90 ﹤0.01% 910

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Bay Harbor Wealth Management's WD Position: Q4 2025 in Review

Bay Harbor Wealth Management sold out of Walker & Dunlop (WD) in Q4 2025, closing a stake of 1 share — an estimated $83 sold.

Bay Harbor Wealth Management first reported a position in WD in Q1 2025 and held it in 3 quarters. The position peaked at $85 in Q1 2025. 278 funds tracked by Wall St. Rank hold WD as of Q4 2025.

  • Bay Harbor Wealth Management reported no remaining Walker & Dunlop position as of Q4 2025 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1 Walker & Dunlop share in Q4 2025, an estimated $83.
  • Bay Harbor Wealth Management first reported a position in Walker & Dunlop in Q1 2025 and held it in 3 quarters.
  • Bay Harbor Wealth Management's Walker & Dunlop position peaked at $85 in Q1 2025.
  • 278 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.