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

Eukles 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 Q1	–	Sell	-835	Closed	-$81.2K	–	232
2024 Q4	$81.2K	Sell	835 -60	-7%	-$6.5K	0.03%	100
2024 Q3	$102K	Sell	895 -227	-20%	-$23.8K	0.04%	92
2024 Q2	$110K	Sell	1,122 -124	-10%	-$11.8K	0.05%	90
2024 Q1	$126K	Sell	1,246 -2,417	-66%	-$232K	0.05%	93
2023 Q4	$407K	Hold	3,663	–	–	0.19%	80
2023 Q3	$272K	Hold	3,663	–	–	0.14%	92
2023 Q2	$290K	Hold	3,663	–	–	0.15%	87
2023 Q1	$279K	Buy	3,663 +20	+0.5%	+$1.74K	0.15%	89
2022 Q4	$286K	Hold	3,643	–	–	0.17%	89
2022 Q3	$305K	Sell	3,643 -133	-4%	-$13.6K	0.2%	81
2022 Q2	$364K	Buy	3,776 +2	+0.1%	+$221	0.23%	81
2022 Q1	$488K	Sell	3,774 -131	-3%	-$18K	0.27%	73
2021 Q4	$589K	Buy	3,905 +14	+0.4%	+$1.95K	0.29%	73
2021 Q3	$442K	Buy	3,891 +423	+12%	+$44.3K	0.24%	77
2021 Q2	$362K	Buy	+3,468	New	+$363K	0.2%	80

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eukles Asset Management's WD Position: Q1 2025 in Review

Eukles Asset Management sold out of Walker & Dunlop (WD) in Q1 2025, closing a stake of 835 shares — an estimated $81.2K sold.

Eukles Asset Management first reported a position in WD in Q2 2021 and held it in 15 quarters. The position peaked at $589K in Q4 2021. 292 funds tracked by Wall St. Rank hold WD as of Q1 2025.

Eukles Asset Management reported no remaining Walker & Dunlop position as of Q1 2025 after selling out during the quarter.
Eukles Asset Management sold 835 Walker & Dunlop shares in Q1 2025, an estimated $81.2K.
Eukles Asset Management first reported a position in Walker & Dunlop in Q2 2021 and held it in 15 quarters.
Eukles Asset Management's Walker & Dunlop position peaked at $589K in Q4 2021.
292 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2025.

Based on Eukles Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.