First Trust Advisors’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.21M | Buy |
72,429
+41,085
| +131% | +$2.32M | ﹤0.01% | 1699 |
|
|
2025
Q4 | $1.89M | Sell |
31,344
-6,815
| -18% | -$484K | ﹤0.01% | 1919 |
|
|
2025
Q3 | $3.19M | Buy |
38,159
+15,057
| +65% | +$1.21M | ﹤0.01% | 1611 |
|
|
2025
Q2 | $1.63M | Sell |
23,102
-4,868
| -17% | -$352K | ﹤0.01% | 1910 |
|
|
2025
Q1 | $2.39M | Buy |
27,970
+6,708
| +32% | +$601K | ﹤0.01% | 1706 |
|
|
2024
Q4 | $2.07M | Buy |
21,262
+7,634
| +56% | +$826K | ﹤0.01% | 1791 |
|
|
2024
Q3 | $1.55M | Sell |
13,628
-8,672
| -39% | -$908K | ﹤0.01% | 1865 |
|
|
2024
Q2 | $2.19M | Buy |
22,300
+1,341
| +6% | +$128K | ﹤0.01% | 1665 |
|
|
2024
Q1 | $2.12M | Sell |
20,959
-245,578
| -92% | -$23.6M | ﹤0.01% | 1713 |
|
|
2023
Q4 | $29.6M | Buy |
266,537
+36,639
| +16% | +$3.01M | 0.03% | 602 |
|
|
2023
Q3 | $17.1M | Buy |
229,898
+46,275
| +25% | +$3.91M | 0.02% | 809 |
|
|
2023
Q2 | $14.5M | Sell |
183,623
-13,967
| -7% | -$1.01M | 0.02% | 888 |
|
|
2023
Q1 | $15.1M | Buy |
197,590
+149,081
| +307% | +$12.9M | 0.02% | 847 |
|
|
2022
Q4 | $3.81M | Buy |
48,509
+32,187
| +197% | +$2.7M | ﹤0.01% | 1350 |
|
|
2022
Q3 | $1.37M | Sell |
16,322
-8,670
| -35% | -$885K | ﹤0.01% | 1869 |
|
|
2022
Q2 | $2.41M | Sell |
24,992
-9,294
| -27% | -$1.03M | ﹤0.01% | 1651 |
|
|
2022
Q1 | $4.44M | Sell |
34,286
-4,775
| -12% | -$655K | ﹤0.01% | 1391 |
|
|
2021
Q4 | $5.89M | Buy |
39,061
+1,462
| +4% | +$204K | 0.01% | 1285 |
|
|
2021
Q3 | $4.27M | Sell |
37,599
-14,434
| -28% | -$1.51M | ﹤0.01% | 1423 |
|
|
2021
Q2 | $5.43M | Buy |
52,033
+17,910
| +52% | +$1.88M | 0.01% | 1300 |
|
|
2021
Q1 | $3.51M | Sell |
34,123
-7,148
| -17% | -$694K | ﹤0.01% | 1458 |
|
|
2020
Q4 | $3.8M | Buy |
41,271
+8,139
| +25% | +$603K | 0.01% | 1234 |
|
|
2020
Q3 | $1.76M | Buy |
33,132
+8,061
| +32% | +$423K | ﹤0.01% | 1426 |
|
|
2020
Q2 | $1.27M | Sell |
25,071
-7,717
| -24% | -$316K | ﹤0.01% | 1617 |
|
|
2020
Q1 | $1.32M | Sell |
32,788
-5,062
| -13% | -$319K | ﹤0.01% | 1483 |
|
|
2019
Q4 | $2.45M | Sell |
37,850
-4,122
| -10% | -$261K | ﹤0.01% | 1455 |
|
|
2019
Q3 | $2.35M | Sell |
41,972
-5,637
| -12% | -$316K | ﹤0.01% | 1449 |
|
|
2019
Q2 | $2.53M | Buy |
47,609
+6,146
| +15% | +$325K | ﹤0.01% | 1429 |
|
|
2019
Q1 | $2.11M | Buy |
+41,463
| New | +$2.11M | ﹤0.01% | 1527 |
|
|
2018
Q4 | – | Sell |
-30,989
| Closed | -$1.64M | – | 2484 |
|
|
2018
Q3 | $1.64M | Sell |
30,989
-34,536
| -53% | -$1.92M | ﹤0.01% | 1768 |
|
|
2018
Q2 | $3.65M | Buy |
65,525
+36,615
| +127% | +$2.11M | 0.01% | 1272 |
|
|
2018
Q1 | $1.72M | Sell |
28,910
-25,745
| -47% | -$1.28M | ﹤0.01% | 1556 |
|
|
2017
Q4 | $2.6M | Buy |
54,655
+4,892
| +10% | +$249K | 0.01% | 1360 |
|
|
2017
Q3 | $2.6M | Sell |
49,763
-5,567
| -10% | -$271K | 0.01% | 1306 |
|
|
2017
Q2 | $2.7M | Buy |
+55,330
| New | +$2.58M | 0.01% | 1289 |
|
|
2016
Q4 | – | Sell |
-21,832
| Closed | -$551K | – | 2513 |
|
|
2016
Q3 | $551K | Sell |
21,832
-29,205
| -57% | -$742K | ﹤0.01% | 1970 |
|
|
2016
Q2 | $1.16M | Sell |
51,037
-29,869
| -37% | -$699K | ﹤0.01% | 1608 |
|
|
2016
Q1 | $1.96M | Sell |
80,906
-31,403
| -28% | -$742K | 0.01% | 1317 |
|
|
2015
Q4 | $3.24M | Sell |
112,309
-12,589
| -10% | -$363K | 0.01% | 1150 |
|
|
2015
Q3 | $3.26M | Buy |
124,898
+111,080
| +804% | +$2.78M | 0.01% | 1143 |
|
|
2015
Q2 | $369K | Sell |
13,818
-699
| -5% | -$15.5K | ﹤0.01% | 2040 |
|
|
2015
Q1 | $257K | Buy |
14,517
+3,885
| +37% | +$66K | ﹤0.01% | 2105 |
|
|
2014
Q4 | $186K | Buy |
10,632
+275
| +3% | +$4.37K | ﹤0.01% | 2183 |
|
|
2014
Q3 | $138K | Buy |
+10,357
| New | +$144K | ﹤0.01% | 2196 |
|
|
2013
Q3 | – | Sell |
-21,618
| Closed | -$378K | – | 2322 |
|
|
2013
Q2 | $378K | Buy |
+21,618
| New | +$391K | ﹤0.01% | 1950 |
|
Other funds holding WD
VPM
VCM
DRZID
First Trust Advisors's WD Position: Q1 2026 in Review
First Trust Advisors increased its Walker & Dunlop (WD) stake by 131% in Q1 2026, buying an estimated $2.32M and bringing the position to 72,429 shares worth $3.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1699.
First Trust Advisors first reported a position in WD in Q2 2013 and has held it in 45 quarters since. The position peaked at $29.6M in Q4 2023. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.
- First Trust Advisors held 72,429 shares of Walker & Dunlop worth $3.21M as of Q1 2026.
- First Trust Advisors bought 41,085 Walker & Dunlop shares in Q1 2026, an estimated $2.32M.
- Walker & Dunlop made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1699 holding.
- First Trust Advisors first reported a position in Walker & Dunlop in Q2 2013 and has held it in 45 quarters since.
- First Trust Advisors's Walker & Dunlop position peaked at $29.6M in Q4 2023.
- 254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.
Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.