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Covestor’s Walker & Dunlop WD Stock Holding History

Covestor’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 		$6K Buy
107
+18
+20% +$911 ﹤0.01% 1858
2026
Q1 		$4K Sell
89
-72
-45% -$4.06K ﹤0.01% 1889
2025
Q4 		$10K Hold
161
– – 0.01% 1598
2025
Q3 		$14K Buy
161
+78
+94% +$6.28K 0.01% 1446
2025
Q2 		$6K Buy
83
+5
+6% +$361 ﹤0.01% 1739
2025
Q1 		$7K Buy
78
+2
+3% +$179 ﹤0.01% 1685
2024
Q4 		$7K Hold
76
– – ﹤0.01% 1681
2024
Q3 		$9K Hold
76
– – 0.01% 1639
2024
Q2 		$8K Sell
76
-94
-55% -$8.94K 0.01% 1697
2024
Q1 		$17K Sell
170
-17
-9% -$1.63K 0.01% 1281
2023
Q4 		$21K Buy
187
+107
+134% +$8.79K 0.01% 1188
2023
Q3 		$6K Sell
80
-233
-74% -$19.7K ﹤0.01% 1700
2023
Q2 		$25K Sell
313
-115
-27% -$8.3K 0.02% 1042
2023
Q1 		$33K Sell
428
-283
-40% -$24.6K 0.03% 864
2022
Q4 		$56K Buy
711
+304
+75% +$25.5K 0.05% 688
2022
Q3 		$34K Sell
407
-1
-0.2% -$102 0.03% 852
2022
Q2 		$39K Buy
408
+98
+32% +$10.8K 0.03% 814
2022
Q1 		$40K Buy
310
+304
+5,067% +$41.7K 0.03% 872
2021
Q4 		$1K Buy
+6
New +$836 ﹤0.01% 1986

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Covestor's WD Position: Q2 2026 in Review

Covestor increased its Walker & Dunlop (WD) stake by 20% in Q2 2026, buying an estimated $911 and bringing the position to 107 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

Covestor first reported a position in WD in Q4 2021 and has held it in 19 quarters since. The position peaked at $56K in Q4 2022. 138 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Covestor held 107 shares of Walker & Dunlop worth $6K as of Q2 2026.
  • Covestor bought 18 Walker & Dunlop shares in Q2 2026, an estimated $911.
  • Walker & Dunlop made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1858 holding.
  • Covestor first reported a position in Walker & Dunlop in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Walker & Dunlop position peaked at $56K in Q4 2022.
  • 138 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.