IEQ Capital’s Walker & Dunlop WD Stock Holding History

IEQ 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
2026 Q2	$2.64M	Buy	48,262 +24,612	+104%	+$1.25M	0.01%	701
2026 Q1	$1.05M	Buy	+23,650	New	+$1.33M	﹤0.01%	1031

Other funds holding WD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Jupiter Topco New York $245B AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

IEQ Capital's WD Position: Q2 2026 in Review

IEQ Capital increased its Walker & Dunlop (WD) stake by 104% in Q2 2026, buying an estimated $1.25M and bringing the position to 48,262 shares worth $2.64M. The position accounts for 0.01% of the portfolio, ranked #701.

IEQ Capital first reported a position in WD in Q1 2026 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

IEQ Capital held 48,262 shares of Walker & Dunlop worth $2.64M as of Q2 2026.
IEQ Capital bought 24,612 Walker & Dunlop shares in Q2 2026, an estimated $1.25M.
Walker & Dunlop made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #701 holding.
IEQ Capital first reported a position in Walker & Dunlop in Q1 2026 and has held it in 2 quarters since.
267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.