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

Capstone 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
2025
Q4 		– Sell
-3,470
Closed -$290K – 2094
2025
Q3 		$290K Buy
+3,470
New +$279K ﹤0.01% 1663

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State Street
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Dimensional Fund Advisors
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Capstone Investment Advisors's WD Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Walker & Dunlop (WD) in Q4 2025, closing a stake of 3,470 shares — an estimated $290K sold.

Capstone Investment Advisors first reported a position in WD in Q3 2025 and held it in 1 quarter. The position peaked at $290K in Q3 2025. 278 funds tracked by Wall St. Rank hold WD as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Walker & Dunlop position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,470 Walker & Dunlop shares in Q4 2025, an estimated $290K.
  • Capstone Investment Advisors first reported a position in Walker & Dunlop in Q3 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's Walker & Dunlop position peaked at $290K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.