Global Retirement Partners’s Walker & Dunlop WD Stock Holding History

Global Retirement Partners’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 Q4	$2.1K	Sell	35 -6	-15%	-$426	﹤0.01%	3713
2025 Q3	$3.43K	Buy	41 +12	+41%	+$967	﹤0.01%	3118
2025 Q2	$2.04K	Buy	+29	New	+$2.1K	﹤0.01%	3237
2024 Q4	$583	Sell	6 -24	-80%	-$2.6K	﹤0.01%	3374
2024 Q3	$3.41K	Sell	30 -24	-44%	-$2.51K	﹤0.01%	2736
2024 Q2	$5.3K	Buy	54 +51	+1,700%	+$4.85K	﹤0.01%	2594
2024 Q1	$303	Buy	+3	New	+$288	﹤0.01%	3218
2022 Q4	–	Sell	-5	Closed	–	–	3102
2022 Q3	$0	Sell	5 -13	-72%	-$1.33K	﹤0.01%	3014
2022 Q2	$2K	Buy	18 +2	+13%	+$221	﹤0.01%	2294
2022 Q1	$2K	Buy	+16	New	+$2.2K	﹤0.01%	2262

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Global Retirement Partners's WD Position: Q4 2025 in Review

Global Retirement Partners reduced its Walker & Dunlop (WD) stake by 15% in Q4 2025, selling an estimated $426 and leaving 35 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3713.

Global Retirement Partners first reported a position in WD in Q1 2022 and has held it in 10 quarters since. The position peaked at $5.3K in Q2 2024. 277 funds tracked by Wall St. Rank hold WD as of Q4 2025.

Global Retirement Partners held 35 shares of Walker & Dunlop worth $2.1K as of Q4 2025.
Global Retirement Partners sold 6 Walker & Dunlop shares in Q4 2025, an estimated $426.
Walker & Dunlop made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3713 holding.
Global Retirement Partners first reported a position in Walker & Dunlop in Q1 2022 and has held it in 10 quarters since.
Global Retirement Partners's Walker & Dunlop position peaked at $5.3K in Q2 2024.
277 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.