Continuum Advisory’s Walker & Dunlop WD Stock Holding History

Continuum Advisory’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	$5.03K	Buy	+92	New	+$4.66K	﹤0.01%	1472
2025 Q2	–	Sell	-92	Closed	-$7.85K	–	1569
2025 Q1	$7.85K	Hold	92	–	–	﹤0.01%	1036
2024 Q4	$8.94K	Hold	92	–	–	﹤0.01%	1020
2024 Q3	$9.9K	Hold	92	–	–	﹤0.01%	992
2024 Q2	$9.03K	Hold	92	–	–	﹤0.01%	971
2024 Q1	$9K	Buy	+92	New	+$8.84K	﹤0.01%	968
2023 Q4	–	Sell	-21,000	Closed	-$21K	–	493
2023 Q3	$21K	Hold	21,000	–	–	﹤0.01%	447
2023 Q2	$21K	Hold	21,000	–	–	﹤0.01%	446
2023 Q1	$21K	Hold	21,000	–	–	﹤0.01%	422
2022 Q4	$21K	Hold	21,000	–	–	﹤0.01%	410
2022 Q3	$21K	Hold	21,000	–	–	﹤0.01%	402
2022 Q2	$21K	Hold	21,000	–	–	﹤0.01%	400
2022 Q1	$21K	Sell	21,000 -6	-0%	-$823	﹤0.01%	374
2021 Q4	$22K	Hold	21,006	–	–	﹤0.01%	302
2021 Q3	$22K	Buy	+21,006	New	+$2.2M	0.01%	293

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

Continuum Advisory's WD Position: Q2 2026 in Review

Continuum Advisory opened a new position in Walker & Dunlop (WD) in Q2 2026: 92 shares worth $5.03K. The stake represents ﹤0.01% of the portfolio and ranks #1472 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in WD as recently as Q1 2025.

Continuum Advisory first reported a position in WD in Q3 2021 and has held it in 15 quarters since. The position peaked at $22K in Q4 2021. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

Continuum Advisory held 92 shares of Walker & Dunlop worth $5.03K as of Q2 2026.
Walker & Dunlop was a new Continuum Advisory position in Q2 2026.
Walker & Dunlop made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1472 holding.
Continuum Advisory first reported a position in Walker & Dunlop in Q3 2021 and has held it in 15 quarters since.
Continuum Advisory's Walker & Dunlop position peaked at $22K in Q4 2021.
266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.