CVA Family Office’s Walker & Dunlop WD Stock Holding History

CVA Family Office’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	$383	Hold	7	–	–	﹤0.01%	1746
2026 Q1	$311	Buy	+7	New	+$395	﹤0.01%	1794

Other funds holding WD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Jupiter Topco New York $245B AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

CVA Family Office's WD Position: Q2 2026 in Review

CVA Family Office held its Walker & Dunlop (WD) position steady in Q2 2026 at 7 shares worth $383. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

CVA Family Office first reported a position in WD in Q1 2026 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

CVA Family Office held 7 shares of Walker & Dunlop worth $383 as of Q2 2026.
CVA Family Office left its Walker & Dunlop share count unchanged in Q2 2026.
Walker & Dunlop made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1746 holding.
CVA Family Office first reported a position in Walker & Dunlop in Q1 2026 and has held it in 2 quarters since.
267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.