First Horizon Advisors’s Walker & Dunlop WD Stock Holding History

First Horizon 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
2025 Q2	$29.9K	Buy	424 +108	+34%	+$7.8K	﹤0.01%	1264
2025 Q1	$27K	Buy	+316	New	+$28.3K	﹤0.01%	1199
2018 Q2	–	Sell	-187	Closed	-$10K	–	1584
2018 Q1	$10K	Hold	187	–	–	﹤0.01%	1013
2017 Q4	$8K	Hold	187	–	–	﹤0.01%	1105
2017 Q3	$9K	Hold	187	–	–	﹤0.01%	1041
2017 Q2	$8K	Sell	187 -7	-4%	-$326	﹤0.01%	1050
2017 Q1	$8K	Buy	+194	New	+$7.15K	﹤0.01%	1093
2014 Q3	–	Sell	-48	Closed	–	–	1597
2014 Q2	$0	Hold	48	–	–	﹤0.01%	1574
2014 Q1	$0	Buy	+48	New	+$753	﹤0.01%	1499

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

First Horizon Advisors's WD Position: Q2 2025 in Review

First Horizon Advisors increased its Walker & Dunlop (WD) stake by 34% in Q2 2025, buying an estimated $7.8K and bringing the position to 424 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

First Horizon Advisors first reported a position in WD in Q1 2014 and has held it in 9 quarters since. 284 funds tracked by Wall St. Rank hold WD as of Q2 2025.

First Horizon Advisors held 424 shares of Walker & Dunlop worth $29.9K as of Q2 2025.
First Horizon Advisors bought 108 Walker & Dunlop shares in Q2 2025, an estimated $7.8K.
Walker & Dunlop made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1264 holding.
First Horizon Advisors first reported a position in Walker & Dunlop in Q1 2014 and has held it in 9 quarters since.
284 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.