BWP
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BSW Wealth Partners’s Walker & Dunlop WD Stock Holding History

BSW Wealth Partners’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
Q3 		– Sell
-28,077
Closed -$1.98M – 350
2025
Q2 		$1.98M Hold
28,077
– – 0.27% 53
2025
Q1 		$2.4M Hold
28,077
– – 0.36% 43
2024
Q4 		$2.73M Hold
28,077
– – 0.4% 41
2024
Q3 		$3.19M Buy
28,077
+9,955
+55% +$1.04M 0.48% 36
2024
Q2 		$1.78M Hold
18,122
– – 0.29% 47
2024
Q1 		$1.83M Buy
18,122
+12,752
+237% +$1.22M 0.31% 49
2023
Q4 		$596K Hold
5,370
– – 0.12% 106
2023
Q3 		$399K Hold
5,370
– – 0.09% 130
2023
Q2 		$425K Hold
5,370
– – 0.09% 128
2023
Q1 		$409K Buy
+5,370
New +$466K 0.08% 168

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BSW Wealth Partners's WD Position: Q3 2025 in Review

BSW Wealth Partners sold out of Walker & Dunlop (WD) in Q3 2025, closing a stake of 28,077 shares — an estimated $1.98M sold.

BSW Wealth Partners first reported a position in WD in Q1 2023 and held it in 10 quarters. The position peaked at $3.19M in Q3 2024. 283 funds tracked by Wall St. Rank hold WD as of Q3 2025.

  • BSW Wealth Partners reported no remaining Walker & Dunlop position as of Q3 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 28,077 Walker & Dunlop shares in Q3 2025, an estimated $1.98M.
  • BSW Wealth Partners first reported a position in Walker & Dunlop in Q1 2023 and held it in 10 quarters.
  • BSW Wealth Partners's Walker & Dunlop position peaked at $3.19M in Q3 2024.
  • 283 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2025.

Based on BSW Wealth Partners's 13F filing for Q3 2025, filed 15 Oct 2025.