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
Q2 		$109 Hold
2
– – ﹤0.01% 1934
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 $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 $3.38T AUM 44.17% 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 $5.66B AUM 23.19% 1-Year Est. Return

Bogart Wealth LLC's WD Position: Q2 2026 in Review

Bogart Wealth LLC held its Walker & Dunlop (WD) position steady in Q2 2026 at 2 shares worth $109. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Bogart Wealth LLC first reported a position in WD in Q1 2024 and has held it in 3 quarters since. The position peaked at $15K in Q1 2024. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Bogart Wealth LLC held 2 shares of Walker & Dunlop worth $109 as of Q2 2026.
  • Bogart Wealth LLC left its Walker & Dunlop share count unchanged in Q2 2026.
  • Walker & Dunlop made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1934 holding.
  • Bogart Wealth LLC first reported a position in Walker & Dunlop in Q1 2024 and has held it in 3 quarters since.
  • Bogart Wealth LLC's Walker & Dunlop position peaked at $15K in Q1 2024.
  • 266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.