CW
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Curio Wealth’s Walker & Dunlop WD Stock Holding History

Curio Wealth’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 		– Sell
-1
Closed -$44 – 1149
2026
Q1 		$44 Buy
+1
New +$56 ﹤0.01% 1153

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

Curio Wealth's WD Position: Q2 2026 in Review

Curio Wealth sold out of Walker & Dunlop (WD) in Q2 2026, closing a stake of 1 share — an estimated $44 sold.

Curio Wealth first reported a position in WD in Q1 2026 and held it in 1 quarter. The position peaked at $44 in Q1 2026. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Curio Wealth reported no remaining Walker & Dunlop position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1 Walker & Dunlop share in Q2 2026, an estimated $44.
  • Curio Wealth first reported a position in Walker & Dunlop in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's Walker & Dunlop position peaked at $44 in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

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