BTI
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Blue Trust Inc’s Walker & Dunlop WD Stock Holding History

Blue Trust Inc’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 		– Sell
-50
Closed -$2.22K – 2663
2026
Q1 		$2.22K Hold
50
– – ﹤0.01% 2118
2025
Q4 		$3.01K Sell
50
-75
-60% -$5.32K ﹤0.01% 2082
2025
Q3 		$10.5K Sell
125
-31
-20% -$2.5K ﹤0.01% 1847
2025
Q2 		$11K Buy
156
+31
+25% +$2.24K ﹤0.01% 1853
2025
Q1 		$10.7K Buy
125
+33
+36% +$2.95K ﹤0.01% 1864
2024
Q4 		$8.94K Sell
92
-243
-73% -$26.3K ﹤0.01% 1980
2024
Q3 		$32.9K Buy
335
+311
+1,296% +$32.5K ﹤0.01% 1743
2024
Q2 		$2.42K Buy
+24
New +$2.28K ﹤0.01% 2394
2024
Q1 		– Sell
-40
Closed -$3K – 2728
2023
Q4 		$3K Hold
40
– – ﹤0.01% 2060
2023
Q3 		$3K Buy
40
+35
+700% +$2.96K ﹤0.01% 1777
2023
Q2 		$0 Sell
5
-115
-96% -$8.3K ﹤0.01% 2564
2023
Q1 		$9K Buy
120
+84
+233% +$7.29K ﹤0.01% 1643
2022
Q4 		$3K Sell
36
-4
-10% -$336 ﹤0.01% 1876
2022
Q3 		$4K Buy
40
+31
+344% +$3.17K ﹤0.01% 1652
2022
Q2 		$1K Buy
+9
New +$993 ﹤0.01% 1844

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

Blue Trust Inc's WD Position: Q2 2026 in Review

Blue Trust Inc sold out of Walker & Dunlop (WD) in Q2 2026, closing a stake of 50 shares — an estimated $2.22K sold.

Blue Trust Inc first reported a position in WD in Q2 2022 and held it in 15 quarters. The position peaked at $32.9K in Q3 2024. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Blue Trust Inc reported no remaining Walker & Dunlop position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 50 Walker & Dunlop shares in Q2 2026, an estimated $2.22K.
  • Blue Trust Inc first reported a position in Walker & Dunlop in Q2 2022 and held it in 15 quarters.
  • Blue Trust Inc's Walker & Dunlop position peaked at $32.9K in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.