Financial Management Professionals’s Walker & Dunlop WD Stock Holding History

Financial Management Professionals’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	-378	Closed	-$32.3K	–	1081
2025 Q1	$32.3K	Sell	378 -534	-59%	-$47.8K	﹤0.01%	324
2024 Q4	$88.7K	Sell	912 -5	-0.5%	-$541	0.01%	203
2024 Q3	$104K	Hold	917	–	–	0.01%	192
2024 Q2	$90K	Hold	917	–	–	0.01%	205
2024 Q1	$93K	Hold	917	–	–	0.01%	208
2023 Q4	$102K	Sell	917 -32	-3%	-$2.63K	0.02%	183
2023 Q3	$70K	Hold	949	–	–	0.01%	210
2023 Q2	$75K	Buy	949 +422	+80%	+$30.5K	0.01%	221
2023 Q1	$40K	Hold	527	–	–	0.01%	297
2022 Q4	$41K	Sell	527 -5	-0.9%	-$420	0.01%	254
2022 Q3	$45K	Hold	532	–	–	0.01%	232
2022 Q2	$51K	Buy	+532	New	+$58.7K	0.01%	222

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

Financial Management Professionals's WD Position: Q2 2025 in Review

Financial Management Professionals sold out of Walker & Dunlop (WD) in Q2 2025, closing a stake of 378 shares — an estimated $32.3K sold.

Financial Management Professionals first reported a position in WD in Q2 2022 and held it in 12 quarters. The position peaked at $104K in Q3 2024. 284 funds tracked by Wall St. Rank hold WD as of Q2 2025.

Financial Management Professionals reported no remaining Walker & Dunlop position as of Q2 2025 after selling out during the quarter.
Financial Management Professionals sold 378 Walker & Dunlop shares in Q2 2025, an estimated $32.3K.
Financial Management Professionals first reported a position in Walker & Dunlop in Q2 2022 and held it in 12 quarters.
Financial Management Professionals's Walker & Dunlop position peaked at $104K in Q3 2024.
284 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2025.

Based on Financial Management Professionals's 13F filing for Q2 2025, filed 15 Jul 2025.