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Heartland Advisors’s Walker & Dunlop WD Stock Holding History

Heartland Advisors’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 		– Sell
-75,000
Closed -$4.51M – 267
2025
Q4 		$4.51M Buy
75,000
+25,000
+50% +$1.77M 0.24% 154
2025
Q3 		$4.18M Buy
+50,000
New +$4.03M 0.22% 158

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

Heartland Advisors's WD Position: Q1 2026 in Review

Heartland Advisors sold out of Walker & Dunlop (WD) in Q1 2026, closing a stake of 75,000 shares — an estimated $4.51M sold.

Heartland Advisors first reported a position in WD in Q3 2025 and held it in 2 quarters. The position peaked at $4.51M in Q4 2025. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • Heartland Advisors reported no remaining Walker & Dunlop position as of Q1 2026 after selling out during the quarter.
  • Heartland Advisors sold 75,000 Walker & Dunlop shares in Q1 2026, an estimated $4.51M.
  • Heartland Advisors first reported a position in Walker & Dunlop in Q3 2025 and held it in 2 quarters.
  • Heartland Advisors's Walker & Dunlop position peaked at $4.51M in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.