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Crewe Advisors’s Walker & Dunlop WD Stock Holding History

Crewe Advisors’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 		$109K Hold
2,000
– – 0.01% 323
2026
Q1 		$88.8K Hold
2,000
– – 0.01% 312
2025
Q4 		$120K Hold
2,000
– – 0.01% 258
2025
Q3 		$167K Hold
2,000
– – 0.02% 232
2025
Q2 		$141K Hold
2,000
– – 0.02% 186
2025
Q1 		$171K Hold
2,000
– – 0.02% 152
2024
Q4 		$194K Buy
2,000
+600
+43% +$64.9K 0.03% 146
2024
Q3 		$159K Hold
1,400
– – 0.02% 174
2024
Q2 		$137K Hold
1,400
– – 0.02% 227
2024
Q1 		$141K Buy
+1,400
New +$134K 0.02% 224

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
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

Crewe Advisors's WD Position: Q2 2026 in Review

Crewe Advisors held its Walker & Dunlop (WD) position steady in Q2 2026 at 2,000 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #323.

Crewe Advisors first reported a position in WD in Q1 2024 and has held it in 10 quarters since. The position peaked at $194K in Q4 2024. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Crewe Advisors held 2,000 shares of Walker & Dunlop worth $109K as of Q2 2026.
  • Crewe Advisors left its Walker & Dunlop share count unchanged in Q2 2026.
  • Walker & Dunlop made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #323 holding.
  • Crewe Advisors first reported a position in Walker & Dunlop in Q1 2024 and has held it in 10 quarters since.
  • Crewe Advisors's Walker & Dunlop position peaked at $194K in Q4 2024.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.