GC
WD icon

Guggenheim Capital’s Walker & Dunlop WD Stock Holding History

Guggenheim Capital’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
2024
Q2 		– Sell
-11,648
Closed -$1.18M – 1949
2024
Q1 		$1.18M Buy
11,648
+5,868
+102% +$564K 0.01% 1111
2023
Q4 		$642K Buy
+5,780
New +$475K ﹤0.01% 1350
2022
Q3 		– Sell
-3,323
Closed -$320K – 2059
2022
Q2 		$320K Buy
3,323
+915
+38% +$101K ﹤0.01% 1751
2022
Q1 		$312K Buy
2,408
+302
+14% +$41.4K ﹤0.01% 1870
2021
Q4 		$318K Buy
+2,106
New +$293K ﹤0.01% 1845
2021
Q3 		– Sell
-3,130
Closed -$327K – 2243
2021
Q2 		$327K Buy
3,130
+321
+11% +$33.6K ﹤0.01% 1991
2021
Q1 		$289K Sell
2,809
-2,773
-50% -$269K ﹤0.01% 1972
2020
Q4 		$514K Buy
+5,582
New +$414K ﹤0.01% 1630
2020
Q3 		– Sell
-4,278
Closed -$217K – 1954
2020
Q2 		$217K Buy
+4,278
New +$175K ﹤0.01% 1712
2020
Q1 		– Sell
-4,020
Closed -$260K – 2023
2019
Q4 		$260K Buy
+4,020
New +$254K ﹤0.01% 1896
2018
Q4 		– Sell
-17,181
Closed -$909K – 2386
2018
Q3 		$909K Buy
17,181
+3,236
+23% +$180K 0.01% 1656
2018
Q2 		$776K Sell
13,945
-52,541
-79% -$3.03M 0.01% 1734
2018
Q1 		$3.95M Buy
66,486
+495
+0.8% +$24.6K 0.01% 1156
2017
Q4 		$3.13M Buy
65,991
+21,215
+47% +$1.08M 0.01% 1324
2017
Q3 		$2.34M Buy
44,776
+3,864
+9% +$188K 0.01% 1550
2017
Q2 		$2M Sell
40,912
-2,654
-6% -$124K 0.01% 1630
2017
Q1 		$1.82M Sell
43,566
-5,556
-11% -$205K ﹤0.01% 1732
2016
Q4 		$1.53M Sell
49,122
-28,071
-36% -$787K ﹤0.01% 1874
2016
Q3 		$1.95M Sell
77,193
-10,467
-12% -$266K 0.01% 1634
2016
Q2 		$2M Sell
87,660
-4,434
-5% -$104K 0.01% 1564
2016
Q1 		$2.23M Sell
92,094
-20,842
-18% -$493K 0.01% 1490
2015
Q4 		$3.25M Buy
+112,936
New +$3.26M 0.01% 1277

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Guggenheim Capital's WD Position: Q2 2024 in Review

Guggenheim Capital sold out of Walker & Dunlop (WD) in Q2 2024, closing a stake of 11,648 shares — an estimated $1.18M sold.

Guggenheim Capital first reported a position in WD in Q4 2015 and held it in 22 quarters. The position peaked at $3.95M in Q1 2018. 253 funds tracked by Wall St. Rank hold WD as of Q2 2024.

  • Guggenheim Capital reported no remaining Walker & Dunlop position as of Q2 2024 after selling out during the quarter.
  • Guggenheim Capital sold 11,648 Walker & Dunlop shares in Q2 2024, an estimated $1.18M.
  • Guggenheim Capital first reported a position in Walker & Dunlop in Q4 2015 and held it in 22 quarters.
  • Guggenheim Capital's Walker & Dunlop position peaked at $3.95M in Q1 2018.
  • 253 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2024.

Based on Guggenheim Capital's 13F filing for Q2 2024, filed 14 Aug 2024.