GSWM
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Golden State Wealth Management’s Walker & Dunlop WD Stock Holding History

Golden State Wealth Management’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
Q2 		– Sell
-28
Closed -$1.26K – 1709
2026
Q1 		$1.26K Hold
28
– – ﹤0.01% 1412
2025
Q4 		$1.68K Buy
+28
New +$1.99K ﹤0.01% 1417

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Golden State Wealth Management's WD Position: Q2 2026 in Review

Golden State Wealth Management sold out of Walker & Dunlop (WD) in Q2 2026, closing a stake of 28 shares — an estimated $1.26K sold.

Golden State Wealth Management first reported a position in WD in Q4 2025 and held it in 2 quarters. The position peaked at $1.68K in Q4 2025. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Golden State Wealth Management reported no remaining Walker & Dunlop position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 28 Walker & Dunlop shares in Q2 2026, an estimated $1.26K.
  • Golden State Wealth Management first reported a position in Walker & Dunlop in Q4 2025 and held it in 2 quarters.
  • Golden State Wealth Management's Walker & Dunlop position peaked at $1.68K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.