Clearstead Trust’s Walker & Dunlop WD Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-19	Closed	-$1.59K	–	1548
2025 Q3	$1.59K	Hold	19	–	–	﹤0.01%	1071
2025 Q2	$1.34K	Buy	+19	New	+$1.37K	﹤0.01%	1065

Other funds holding WD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Clearstead Trust's WD Position: Q4 2025 in Review

Clearstead Trust sold out of Walker & Dunlop (WD) in Q4 2025, closing a stake of 19 shares — an estimated $1.59K sold.

Clearstead Trust first reported a position in WD in Q2 2025 and held it in 2 quarters. The position peaked at $1.59K in Q3 2025. 278 funds tracked by Wall St. Rank hold WD as of Q4 2025.

Clearstead Trust reported no remaining Walker & Dunlop position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 19 Walker & Dunlop shares in Q4 2025, an estimated $1.59K.
Clearstead Trust first reported a position in Walker & Dunlop in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Walker & Dunlop position peaked at $1.59K in Q3 2025.
278 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.