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

Evergreen 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
2025 Q2	–	Sell	-3,673	Closed	-$314K	–	1263
2025 Q1	$314K	Sell	3,673 -191	-5%	-$17.1K	0.01%	725
2024 Q4	$376K	Sell	3,864 -249	-6%	-$27K	0.01%	625
2024 Q3	$467K	Buy	4,113 +305	+8%	+$31.9K	0.02%	530
2024 Q2	$374K	Buy	3,808 +192	+5%	+$18.3K	0.01%	570
2024 Q1	$365K	Buy	3,616 +194	+6%	+$18.6K	0.01%	559
2023 Q4	$380K	Sell	3,422 -201	-6%	-$16.5K	0.02%	507
2023 Q3	$269K	Buy	3,623 +61	+2%	+$5.16K	0.01%	596
2023 Q2	$282K	Buy	+3,562	New	+$257K	0.01%	583
2022 Q2	–	Sell	-1,897	Closed	-$246K	–	689
2022 Q1	$246K	Buy	1,897 +242	+15%	+$33.2K	0.01%	545
2021 Q4	$250K	Buy	+1,655	New	+$231K	0.01%	522

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evergreen Capital Management's WD Position: Q2 2025 in Review

Evergreen Capital Management sold out of Walker & Dunlop (WD) in Q2 2025, closing a stake of 3,673 shares — an estimated $314K sold.

Evergreen Capital Management first reported a position in WD in Q4 2021 and held it in 10 quarters. The position peaked at $467K in Q3 2024. 284 funds tracked by Wall St. Rank hold WD as of Q2 2025.

Evergreen Capital Management reported no remaining Walker & Dunlop position as of Q2 2025 after selling out during the quarter.
Evergreen Capital Management sold 3,673 Walker & Dunlop shares in Q2 2025, an estimated $314K.
Evergreen Capital Management first reported a position in Walker & Dunlop in Q4 2021 and held it in 10 quarters.
Evergreen Capital Management's Walker & Dunlop position peaked at $467K in Q3 2024.
284 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2025.

Based on Evergreen Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.