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Cresset Asset Management’s Walker & Dunlop WD Stock Holding History

Cresset Asset Management’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
Q2 		– Sell
-15,535
Closed -$1.33M – 1800
2025
Q1 		$1.33M Buy
15,535
+580
+4% +$51.9K 0.01% 669
2024
Q4 		$1.45M Sell
14,955
-1,410
-9% -$153K 0.01% 649
2024
Q3 		$1.86M Buy
16,365
+820
+5% +$85.8K 0.01% 852
2024
Q2 		$1.53M Buy
15,545
+1,079
+7% +$103K 0.01% 857
2024
Q1 		$1.46M Buy
14,466
+9,086
+169% +$873K 0.01% 804
2023
Q4 		$597K Buy
5,380
+40
+0.7% +$3.28K ﹤0.01% 1140
2023
Q3 		$396K Buy
+5,340
New +$451K ﹤0.01% 1301
2023
Q2 		– Sell
-4,966
Closed -$378K – 1925
2023
Q1 		$378K Buy
+4,966
New +$431K 0.01% 562
2022
Q4 		– Sell
-5,045
Closed -$423K – 908
2022
Q3 		$423K Sell
5,045
-16
-0.3% -$1.63K 0.01% 565
2022
Q2 		$485K Buy
+5,061
New +$558K 0.01% 581
2019
Q2 		– Sell
-17
Closed -$1K – 1702
2019
Q1 		$1K Hold
17
– – ﹤0.01% 1890
2018
Q4 		$1K Buy
+17
New +$781 ﹤0.01% 1621

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cresset Asset Management's WD Position: Q2 2025 in Review

Cresset Asset Management sold out of Walker & Dunlop (WD) in Q2 2025, closing a stake of 15,535 shares — an estimated $1.33M sold.

Cresset Asset Management first reported a position in WD in Q4 2018 and held it in 12 quarters. The position peaked at $1.86M in Q3 2024. 284 funds tracked by Wall St. Rank hold WD as of Q2 2025.

  • Cresset Asset Management reported no remaining Walker & Dunlop position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 15,535 Walker & Dunlop shares in Q2 2025, an estimated $1.33M.
  • Cresset Asset Management first reported a position in Walker & Dunlop in Q4 2018 and held it in 12 quarters.
  • Cresset Asset Management's Walker & Dunlop position peaked at $1.86M in Q3 2024.
  • 284 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.