Clearstead Advisors’s Walker & Dunlop WD Stock Holding History

Clearstead 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 Q2	–	Sell	-17	Closed	-$1.43K	–	2891
2025 Q1	$1.43K	Hold	17	–	–	﹤0.01%	1948
2024 Q4	$1.61K	Hold	17	–	–	﹤0.01%	1876
2024 Q3	$1.88K	Buy	17 +1	+6%	+$105	﹤0.01%	1848
2024 Q2	$1.61K	Hold	16	–	–	﹤0.01%	1841
2024 Q1	$1.6K	Hold	16	–	–	﹤0.01%	1344
2023 Q4	$1.8K	Sell	16 -16	-50%	-$1.31K	﹤0.01%	1299
2023 Q3	$2.39K	Buy	32 +16	+100%	+$1.35K	﹤0.01%	1378
2023 Q2	$1.26K	Hold	16	–	–	﹤0.01%	1221
2023 Q1	$1.21K	Hold	16	–	–	﹤0.01%	1207
2022 Q4	$1.23K	Hold	16	–	–	﹤0.01%	1148
2022 Q3	$1K	Buy	16 +1	+7%	+$102	﹤0.01%	1213
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	1239
2022 Q1	$2K	Hold	15	–	–	﹤0.01%	1244
2021 Q4	$2K	Hold	15	–	–	﹤0.01%	1141
2021 Q3	$2K	Hold	15	–	–	﹤0.01%	1158
2021 Q2	$2K	Hold	15	–	–	﹤0.01%	1095
2021 Q1	$2K	Hold	15	–	–	﹤0.01%	985
2020 Q4	$1K	Buy	+15	New	+$1.11K	﹤0.01%	963

Other funds holding WD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors's WD Position: Q2 2025 in Review

Clearstead Advisors sold out of Walker & Dunlop (WD) in Q2 2025, closing a stake of 17 shares — an estimated $1.43K sold.

Clearstead Advisors first reported a position in WD in Q4 2020 and held it in 18 quarters. The position peaked at $2.39K in Q3 2023. 284 funds tracked by Wall St. Rank hold WD as of Q2 2025.

Clearstead Advisors reported no remaining Walker & Dunlop position as of Q2 2025 after selling out during the quarter.
Clearstead Advisors sold 17 Walker & Dunlop shares in Q2 2025, an estimated $1.43K.
Clearstead Advisors first reported a position in Walker & Dunlop in Q4 2020 and held it in 18 quarters.
Clearstead Advisors's Walker & Dunlop position peaked at $2.39K in Q3 2023.
284 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.