Cerity Partners
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Cerity Partners’s Walker & Dunlop WD Stock Holding History

Cerity 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
Q1 		– Sell
-2,403
Closed -$268K – 2639
2024
Q4 		$268K Sell
2,403
-1,554
-39% -$168K ﹤0.01% 2090
2024
Q3 		$449K Buy
3,957
+1,752
+79% +$183K ﹤0.01% 1829
2024
Q2 		$217K Sell
2,205
-192
-8% -$18.3K ﹤0.01% 1991
2024
Q1 		$242K Buy
+2,397
New +$230K ﹤0.01% 1990
2023
Q2 		– Sell
-468
Closed -$1.29M – 1967
2023
Q1 		$1.29M Sell
468
-2,227
-83% -$193K ﹤0.01% 874
2022
Q4 		$212K Hold
2,695
– – ﹤0.01% 1321
2022
Q3 		$226K Buy
2,695
+28
+1% +$2.86K ﹤0.01% 1012
2022
Q2 		$257K Buy
2,667
+110
+4% +$12.1K ﹤0.01% 973
2022
Q1 		$331K Buy
2,557
+32
+1% +$4.39K 0.01% 701
2021
Q4 		$382K Buy
2,525
+85
+3% +$11.8K 0.01% 696
2021
Q3 		$277K Buy
2,440
+31
+1% +$3.25K 0.01% 579
2021
Q2 		$251K Sell
2,409
-1
-0% -$105 0.01% 633
2021
Q1 		$248K Buy
+2,410
New +$234K 0.01% 607

Other funds holding WD

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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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's WD Position: Q1 2025 in Review

Cerity Partners sold out of Walker & Dunlop (WD) in Q1 2025, closing a stake of 2,403 shares — an estimated $268K sold.

Cerity Partners first reported a position in WD in Q1 2021 and held it in 13 quarters. The position peaked at $1.29M in Q1 2023. 292 funds tracked by Wall St. Rank hold WD as of Q1 2025.

  • Cerity Partners reported no remaining Walker & Dunlop position as of Q1 2025 after selling out during the quarter.
  • Cerity Partners sold 2,403 Walker & Dunlop shares in Q1 2025, an estimated $268K.
  • Cerity Partners first reported a position in Walker & Dunlop in Q1 2021 and held it in 13 quarters.
  • Cerity Partners's Walker & Dunlop position peaked at $1.29M in Q1 2023.
  • 292 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2025.

Based on Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.