IndexIQ Advisors’s Walker & Dunlop WD Stock Holding History

IndexIQ 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
2022 Q1	–	Sell	-4,110	Closed	-$620K	–	1535
2021 Q4	$620K	Sell	4,110 -266	-6%	-$37.1K	0.02%	436
2021 Q3	$497K	Buy	4,376 +438	+11%	+$45.9K	0.02%	560
2021 Q2	$411K	Buy	3,938 +40	+1%	+$4.19K	0.01%	669
2021 Q1	$400K	Sell	3,898 -1,303	-25%	-$127K	0.01%	720
2020 Q4	$479K	Buy	5,201 +537	+12%	+$39.8K	0.02%	406
2020 Q3	$247K	Buy	4,664 +252	+6%	+$13.2K	0.01%	496
2020 Q2	$224K	Sell	4,412 -131	-3%	-$5.36K	0.01%	466
2020 Q1	$183K	Sell	4,543 -11,390	-71%	-$717K	0.01%	619
2019 Q4	$1.03M	Sell	15,933 -5,056	-24%	-$320K	0.04%	255
2019 Q3	$1.17M	Sell	20,989 -3,934	-16%	-$221K	0.04%	287
2019 Q2	$1.33M	Sell	24,923 -6,118	-20%	-$324K	0.04%	292
2019 Q1	$1.58M	Sell	31,041 -4,327	-12%	-$220K	0.05%	291
2018 Q4	$1.53M	Sell	35,368 -2,889	-8%	-$133K	0.04%	322
2018 Q3	$2.02M	Buy	38,257 +1,443	+4%	+$80.1K	0.07%	333
2018 Q2	$2.05M	Buy	36,814 +1,208	+3%	+$69.6K	0.06%	348
2018 Q1	$2.12M	Buy	35,606 +1,828	+5%	+$90.7K	0.07%	190
2017 Q4	$1.6M	Buy	33,778 +12,986	+62%	+$662K	0.06%	222
2017 Q3	$1.09M	Buy	20,792 +9,421	+83%	+$459K	0.05%	198
2017 Q2	$555K	Buy	+11,371	New	+$530K	0.03%	226

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return