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Independent Advisor Alliance’s Walker & Dunlop WD Stock Holding History

Independent Advisor Alliance’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
2025
Q2 		– Sell
-2,895
Closed -$247K – 934
2025
Q1 		$247K Sell
2,895
-570
-16% -$51K 0.01% 710
2024
Q4 		$337K Sell
3,465
-328
-9% -$35.5K ﹤0.01% 1091
2024
Q3 		$431K Sell
3,793
-91
-2% -$9.52K 0.02% 488
2024
Q2 		$381K Sell
3,884
-163
-4% -$15.5K 0.01% 514
2024
Q1 		$409K Buy
4,047
+477
+13% +$45.8K 0.01% 496
2023
Q4 		$396K Sell
3,570
-175
-5% -$14.4K 0.01% 482
2023
Q3 		$278K Sell
3,745
-36
-1% -$3.04K 0.01% 532
2023
Q2 		$299K Buy
+3,781
New +$273K 0.01% 530
2022
Q2 		– Sell
-1,741
Closed -$225K – 698
2022
Q1 		$225K Buy
1,741
+413
+31% +$56.7K 0.01% 582
2021
Q4 		$200K Buy
+1,328
New +$185K 0.01% 630

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Independent Advisor Alliance's WD Position: Q2 2025 in Review

Independent Advisor Alliance sold out of Walker & Dunlop (WD) in Q2 2025, closing a stake of 2,895 shares — an estimated $247K sold.

Independent Advisor Alliance first reported a position in WD in Q4 2021 and held it in 10 quarters. The position peaked at $431K in Q3 2024. 284 funds tracked by Wall St. Rank hold WD as of Q2 2025.

  • Independent Advisor Alliance reported no remaining Walker & Dunlop position as of Q2 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,895 Walker & Dunlop shares in Q2 2025, an estimated $247K.
  • Independent Advisor Alliance first reported a position in Walker & Dunlop in Q4 2021 and held it in 10 quarters.
  • Independent Advisor Alliance's Walker & Dunlop position peaked at $431K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2025.

Based on Independent Advisor Alliance's 13F filing for Q2 2025, filed 11 Aug 2025.