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Crossmark Global Holdings’s Walker & Dunlop WD Stock Holding History

Crossmark Global Holdings’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
-2,635
Closed -$225K – 1369
2025
Q1 		$225K Sell
2,635
-25
-0.9% -$2.24K ﹤0.01% 1214
2024
Q4 		$259K Sell
2,660
-247
-8% -$26.7K ﹤0.01% 1103
2024
Q3 		$330K Buy
2,907
+503
+21% +$52.6K 0.01% 1040
2024
Q2 		$236K Sell
2,404
-118
-5% -$11.2K ﹤0.01% 1168
2024
Q1 		$255K Buy
2,522
+54
+2% +$5.19K ﹤0.01% 1166
2023
Q4 		$274K Buy
+2,468
New +$203K 0.01% 1106
2023
Q3 		– Sell
-2,518
Closed -$228K – 1319
2023
Q2 		$228K Sell
2,518
-378
-13% -$27.3K ﹤0.01% 1197
2023
Q1 		$220K Buy
+2,896
New +$251K 0.01% 1183
2022
Q4 		– Sell
-2,675
Closed -$224K – 1280
2022
Q3 		$224K Buy
2,675
+185
+7% +$18.9K 0.01% 1124
2022
Q2 		$240K Sell
2,490
-160
-6% -$17.6K 0.01% 1144
2022
Q1 		$343K Sell
2,650
-10
-0.4% -$1.37K 0.01% 1077
2021
Q4 		$401K Sell
2,660
-2,630
-50% -$366K 0.01% 1001
2021
Q3 		$600K Sell
5,290
-60
-1% -$6.29K 0.01% 830
2021
Q2 		$558K Sell
5,350
-300
-5% -$31.4K 0.01% 860
2021
Q1 		$580K Sell
5,650
-200
-3% -$19.4K 0.01% 828
2020
Q4 		$538K Sell
5,850
-200
-3% -$14.8K 0.01% 817
2020
Q3 		$321K Sell
6,050
-310
-5% -$16.3K 0.01% 980
2020
Q2 		$323K Buy
6,360
+620
+11% +$25.4K 0.01% 968
2020
Q1 		$231K Buy
5,740
+10
+0.2% +$630 0.01% 988
2019
Q4 		$371K Buy
+5,730
New +$363K 0.01% 991
2018
Q4 		– Sell
-11,120
Closed -$588K – 1564
2018
Q3 		$588K Sell
11,120
-360
-3% -$20K 0.01% 853
2018
Q2 		$639K Buy
11,480
+680
+6% +$39.2K 0.02% 791
2018
Q1 		$642K Sell
10,800
-580
-5% -$28.8K 0.02% 779
2017
Q4 		$541K Buy
11,380
+1,370
+14% +$69.8K 0.01% 941
2017
Q3 		$524K Buy
+10,010
New +$488K 0.01% 933
2016
Q3 		$524K Buy
+10,010
New +$254K 0.01% 933

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

Crossmark Global Holdings's WD Position: Q2 2025 in Review

Crossmark Global Holdings sold out of Walker & Dunlop (WD) in Q2 2025, closing a stake of 2,635 shares — an estimated $225K sold.

Crossmark Global Holdings first reported a position in WD in Q3 2016 and held it in 26 quarters. The position peaked at $642K in Q1 2018. 284 funds tracked by Wall St. Rank hold WD as of Q2 2025.

  • Crossmark Global Holdings reported no remaining Walker & Dunlop position as of Q2 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 2,635 Walker & Dunlop shares in Q2 2025, an estimated $225K.
  • Crossmark Global Holdings first reported a position in Walker & Dunlop in Q3 2016 and held it in 26 quarters.
  • Crossmark Global Holdings's Walker & Dunlop position peaked at $642K in Q1 2018.
  • 284 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2025.

Based on Crossmark Global Holdings's 13F filing for Q2 2025, filed 8 Aug 2025.