BWL
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Bogart Wealth LLC’s Walker & Dunlop WD Stock Holding History

Bogart Wealth LLC’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
Q1 		$89 Buy
+2
New +$113 ﹤0.01% 1741
2024
Q2 		– Sell
-148
Closed -$15K – 1176
2024
Q1 		$15K Buy
+148
New +$14.2K ﹤0.01% 575

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Bogart Wealth LLC's WD Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in Walker & Dunlop (WD) in Q1 2026: 2 shares worth $89. The stake represents ﹤0.01% of the portfolio and ranks #1741 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in WD as recently as Q1 2024.

Bogart Wealth LLC first reported a position in WD in Q1 2024 and has held it in 2 quarters since. The position peaked at $15K in Q1 2024. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • Bogart Wealth LLC held 2 shares of Walker & Dunlop worth $89 as of Q1 2026.
  • Walker & Dunlop was a new Bogart Wealth LLC position in Q1 2026.
  • Walker & Dunlop made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1741 holding.
  • Bogart Wealth LLC first reported a position in Walker & Dunlop in Q1 2024 and has held it in 2 quarters since.
  • Bogart Wealth LLC's Walker & Dunlop position peaked at $15K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.