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
2026
Q2 		$1M Buy
+18,340
New +$928K ﹤0.01% 2002
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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 $5.66B AUM 23.19% 1-Year Est. Return

Cerity Partners's WD Position: Q2 2026 in Review

Cerity Partners opened a new position in Walker & Dunlop (WD) in Q2 2026: 18,340 shares worth $1M. The stake represents ﹤0.01% of the portfolio and ranks #2002 among its holdings. This is a return to the name: Cerity Partners previously reported a position in WD as recently as Q4 2024.

Cerity Partners first reported a position in WD in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.29M in Q1 2023. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Cerity Partners held 18,340 shares of Walker & Dunlop worth $1M as of Q2 2026.
  • Walker & Dunlop was a new Cerity Partners position in Q2 2026.
  • Walker & Dunlop made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2002 holding.
  • Cerity Partners first reported a position in Walker & Dunlop in Q1 2021 and has held it in 14 quarters since.
  • Cerity Partners's Walker & Dunlop position peaked at $1.29M in Q1 2023.
  • 266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.