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
2026 Q2	$3.61K	Buy	+66	New	+$3.34K	﹤0.01%	2277
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	Hold	16	–	–	﹤0.01%	1299
2023 Q3	$1.19K	Hold	16	–	–	﹤0.01%	1335
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Jupiter Topco New York $245B AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Clearstead Advisors's WD Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Walker & Dunlop (WD) in Q2 2026: 66 shares worth $3.61K. The stake represents ﹤0.01% of the portfolio and ranks #2277 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in WD as recently as Q1 2025.

Clearstead Advisors first reported a position in WD in Q4 2020 and has held it in 19 quarters since. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

Clearstead Advisors held 66 shares of Walker & Dunlop worth $3.61K as of Q2 2026.
Walker & Dunlop was a new Clearstead Advisors position in Q2 2026.
Walker & Dunlop made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2277 holding.
Clearstead Advisors first reported a position in Walker & Dunlop in Q4 2020 and has held it in 19 quarters since.
267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.