Commonwealth Equity Services
WD icon

Commonwealth Equity Services’s Walker & Dunlop WD Stock Holding History

Commonwealth Equity Services’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
-3,486
Closed -$292K – 4458
2025
Q3 		$292K Sell
3,486
-932
-21% -$75.1K ﹤0.01% 3673
2025
Q2 		$311K Sell
4,418
-1,187
-21% -$85.7K ﹤0.01% 3548
2025
Q1 		$478K Sell
5,605
-96
-2% -$8.6K ﹤0.01% 3064
2024
Q4 		$554K Sell
5,701
-165
-3% -$17.9K ﹤0.01% 2881
2024
Q3 		$666K Buy
5,866
+5
+0.1% +$523 ﹤0.01% 2665
2024
Q2 		$576K Sell
5,861
-408
-7% -$38.8K ﹤0.01% 2715
2024
Q1 		$634K Buy
6,269
+31
+0.5% +$2.98K ﹤0.01% 2614
2023
Q4 		$692K Buy
6,238
+878
+16% +$72.1K ﹤0.01% 2440
2023
Q3 		$398K Sell
5,360
-412
-7% -$34.8K ﹤0.01% 2792
2023
Q2 		$457K Buy
5,772
+505
+10% +$36.5K ﹤0.01% 2696
2023
Q1 		$401 Buy
5,267
+447
+9% +$38.8K ﹤0.01% 2734
2022
Q4 		$378K Buy
4,820
+317
+7% +$26.6K ﹤0.01% 2698
2022
Q3 		$377K Buy
4,503
+4
+0.1% +$408 ﹤0.01% 2633
2022
Q2 		$433K Sell
4,499
-174
-4% -$19.2K ﹤0.01% 2515
2022
Q1 		$604K Buy
4,673
+1,162
+33% +$159K ﹤0.01% 2370
2021
Q4 		$529K Buy
3,511
+81
+2% +$11.3K ﹤0.01% 2475
2021
Q3 		$389K Buy
3,430
+347
+11% +$36.4K ﹤0.01% 2677
2021
Q2 		$321K Buy
3,083
+356
+13% +$37.3K ﹤0.01% 2836
2021
Q1 		$280K Buy
+2,727
New +$265K ﹤0.01% 2837

Other funds holding WD

BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Commonwealth Equity Services's WD Position: Q4 2025 in Review

Commonwealth Equity Services sold out of Walker & Dunlop (WD) in Q4 2025, closing a stake of 3,486 shares — an estimated $292K sold.

Commonwealth Equity Services first reported a position in WD in Q1 2021 and held it in 19 quarters. The position peaked at $692K in Q4 2023. 277 funds tracked by Wall St. Rank hold WD as of Q4 2025.

  • Commonwealth Equity Services reported no remaining Walker & Dunlop position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 3,486 Walker & Dunlop shares in Q4 2025, an estimated $292K.
  • Commonwealth Equity Services first reported a position in Walker & Dunlop in Q1 2021 and held it in 19 quarters.
  • Commonwealth Equity Services's Walker & Dunlop position peaked at $692K in Q4 2023.
  • 277 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.