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 Q1	$14.9K	Buy	+335	New	+$18.9K	﹤0.01%	820

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Cassaday & Co Wealth Management's WD Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Walker & Dunlop (WD) in Q1 2026: 335 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings.

254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

Cassaday & Co Wealth Management held 335 shares of Walker & Dunlop worth $14.9K as of Q1 2026.
Walker & Dunlop was a new Cassaday & Co Wealth Management position in Q1 2026.
Walker & Dunlop made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #820 holding.
254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.