EWA
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EverSource Wealth Advisors’s Walker & Dunlop WD Stock Holding History

EverSource Wealth Advisors’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 		$25.7K Buy
580
+301
+108% +$17K ﹤0.01% 2349
2025
Q4 		$16.8K Buy
279
+76
+37% +$5.39K ﹤0.01% 2502
2025
Q3 		$17K Buy
203
+17
+9% +$1.37K ﹤0.01% 2481
2025
Q2 		$13.1K Buy
186
+94
+102% +$6.79K ﹤0.01% 2620
2025
Q1 		$7.85K Buy
92
+18
+24% +$1.61K ﹤0.01% 2255
2024
Q4 		$7.19K Sell
74
-136
-65% -$14.7K ﹤0.01% 2165
2024
Q3 		$23.9K Sell
210
-5
-2% -$523 ﹤0.01% 1403
2024
Q2 		$23K Buy
215
+24
+13% +$2.28K ﹤0.01% 1441
2024
Q1 		$17.5K Sell
191
-35
-15% -$3.36K ﹤0.01% 1425
2023
Q4 		$25.1K Sell
226
-50
-18% -$4.11K ﹤0.01% 1143
2023
Q3 		$20.5K Hold
276
– – ﹤0.01% 1117
2023
Q2 		$21.8K Buy
276
+206
+294% +$14.9K ﹤0.01% 1123
2023
Q1 		$5.33K Buy
+70
New +$6.07K ﹤0.01% 1624

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
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

EverSource Wealth Advisors's WD Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Walker & Dunlop (WD) stake by 108% in Q1 2026, buying an estimated $17K and bringing the position to 580 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

EverSource Wealth Advisors first reported a position in WD in Q1 2023 and has held it in 13 quarters since. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • EverSource Wealth Advisors held 580 shares of Walker & Dunlop worth $25.7K as of Q1 2026.
  • EverSource Wealth Advisors bought 301 Walker & Dunlop shares in Q1 2026, an estimated $17K.
  • Walker & Dunlop made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2349 holding.
  • EverSource Wealth Advisors first reported a position in Walker & Dunlop in Q1 2023 and has held it in 13 quarters since.
  • 254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.