CCWM
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Cassaday & Co Wealth Management’s Walker & Dunlop WD Stock Holding History

Cassaday & Co Wealth Management’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
-335
Closed -$14.9K – 1436
2026
Q1 		$14.9K Buy
+335
New +$18.9K ﹤0.01% 820

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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

Cassaday & Co Wealth Management's WD Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Walker & Dunlop (WD) in Q2 2026, closing a stake of 335 shares — an estimated $14.9K sold.

Cassaday & Co Wealth Management first reported a position in WD in Q1 2026 and held it in 1 quarter. The position peaked at $14.9K in Q1 2026. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Walker & Dunlop position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 335 Walker & Dunlop shares in Q2 2026, an estimated $14.9K.
  • Cassaday & Co Wealth Management first reported a position in Walker & Dunlop in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Walker & Dunlop position peaked at $14.9K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.