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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Golden State Wealth Management's WD Position: Q1 2026 in Review

Golden State Wealth Management held its Walker & Dunlop (WD) position steady in Q1 2026 at 28 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Golden State Wealth Management first reported a position in WD in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.68K in Q4 2025. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • Golden State Wealth Management held 28 shares of Walker & Dunlop worth $1.26K as of Q1 2026.
  • Golden State Wealth Management left its Walker & Dunlop share count unchanged in Q1 2026.
  • Walker & Dunlop made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1412 holding.
  • Golden State Wealth Management first reported a position in Walker & Dunlop in Q4 2025 and has held it in 2 quarters since.
  • Golden State Wealth Management's Walker & Dunlop position peaked at $1.68K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.