Everence Capital Management’s Walker & Dunlop WD Stock Holding History

Everence Capital 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
2026 Q1	–	Sell	-4,120	Closed	-$248K	–	905
2025 Q4	$248K	Hold	4,120	–	–	0.01%	668
2025 Q3	$345K	Hold	4,120	–	–	0.02%	540
2025 Q2	$290K	Hold	4,120	–	–	0.02%	598
2025 Q1	$352K	Hold	4,120	–	–	0.02%	495
2024 Q4	$401K	Sell	4,120 -220	-5%	-$23.8K	0.03%	447
2024 Q3	$493K	Hold	4,340	–	–	0.03%	432
2024 Q2	$398	Hold	4,340	–	–	0.03%	457
2024 Q1	$439	Hold	4,340	–	–	0.03%	448
2023 Q4	$482K	Hold	4,340	–	–	0.03%	411
2023 Q3	$322	Hold	4,340	–	–	0.03%	522
2023 Q2	$318K	Hold	4,340	–	–	0.03%	504
2023 Q1	$331	Hold	4,340	–	–	0.03%	497
2022 Q4	$341	Sell	4,340 -2,000	-32%	-$168K	0.03%	494
2022 Q3	$531K	Hold	6,340	–	–	0.05%	326
2022 Q2	$611K	Buy	6,340 +1,140	+22%	+$126K	0.05%	281
2022 Q1	$673K	Hold	5,200	–	–	0.05%	298
2021 Q4	$785K	Buy	5,200 +860	+20%	+$120K	0.06%	275
2021 Q3	$493K	Hold	4,340	–	–	0.04%	408
2021 Q2	$453K	Hold	4,340	–	–	0.04%	423
2021 Q1	$446K	Hold	4,340	–	–	0.04%	412
2020 Q4	$399K	Hold	4,340	–	–	0.04%	412
2020 Q3	$230K	Buy	+4,340	New	+$228K	0.03%	546
2020 Q1	–	Sell	-4,340	Closed	-$281K	–	691
2019 Q4	$281K	Hold	4,340	–	–	0.04%	496
2019 Q3	$243K	Hold	4,340	–	–	0.04%	500
2019 Q2	$231K	Hold	4,340	–	–	0.04%	509
2019 Q1	$221K	Buy	+4,340	New	+$220K	0.04%	515

Other funds holding WD

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Everence Capital Management's WD Position: Q1 2026 in Review

Everence Capital Management sold out of Walker & Dunlop (WD) in Q1 2026, closing a stake of 4,120 shares — an estimated $248K sold.

Everence Capital Management first reported a position in WD in Q1 2019 and held it in 26 quarters. The position peaked at $785K in Q4 2021. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

Everence Capital Management reported no remaining Walker & Dunlop position as of Q1 2026 after selling out during the quarter.
Everence Capital Management sold 4,120 Walker & Dunlop shares in Q1 2026, an estimated $248K.
Everence Capital Management first reported a position in Walker & Dunlop in Q1 2019 and held it in 26 quarters.
Everence Capital Management's Walker & Dunlop position peaked at $785K in Q4 2021.
254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.