Bell Investment Advisors’s Walker & Dunlop WD Stock Holding History

Bell Investment 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	$438	Hold	8	–	–	﹤0.01%	1754
2026 Q1	$356	Hold	8	–	–	﹤0.01%	1825
2025 Q4	$482	Buy	8 +2	+33%	+$142	﹤0.01%	1760
2025 Q3	$502	Buy	+6	New	+$483	﹤0.01%	1764
2025 Q2	–	Sell	-6	Closed	-$513	–	1981
2025 Q1	$513	Hold	6	–	–	﹤0.01%	1742
2024 Q4	$584	Hold	6	–	–	﹤0.01%	1723
2024 Q3	$682	Hold	6	–	–	﹤0.01%	1698
2024 Q2	$590	Hold	6	–	–	﹤0.01%	1751
2024 Q1	$607	Hold	6	–	–	﹤0.01%	1751
2023 Q4	$667	Hold	6	–	–	﹤0.01%	1714
2023 Q3	$446	Hold	6	–	–	﹤0.01%	1838
2023 Q2	$475	Hold	6	–	–	﹤0.01%	1871
2023 Q1	$458	Sell	6 -23	-79%	-$2K	﹤0.01%	1865
2022 Q4	$2.28K	Buy	29 +24	+480%	+$2.02K	﹤0.01%	1220
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1978
2022 Q2	$0	Buy	+5	New	+$552	﹤0.01%	1843

Other funds holding WD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Jupiter Topco New York $245B AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Bell Investment Advisors's WD Position: Q2 2026 in Review

Bell Investment Advisors held its Walker & Dunlop (WD) position steady in Q2 2026 at 8 shares worth $438. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Bell Investment Advisors first reported a position in WD in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.28K in Q4 2022. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

Bell Investment Advisors held 8 shares of Walker & Dunlop worth $438 as of Q2 2026.
Bell Investment Advisors left its Walker & Dunlop share count unchanged in Q2 2026.
Walker & Dunlop made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1754 holding.
Bell Investment Advisors first reported a position in Walker & Dunlop in Q2 2022 and has held it in 16 quarters since.
Bell Investment Advisors's Walker & Dunlop position peaked at $2.28K in Q4 2022.
266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.