IA
WD icon

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
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
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
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

IndexIQ Advisors's WD Position: Q1 2022 in Review

IndexIQ Advisors sold out of Walker & Dunlop (WD) in Q1 2022, closing a stake of 4,110 shares — an estimated $620K sold.

IndexIQ Advisors first reported a position in WD in Q2 2017 and held it in 19 quarters. The position peaked at $2.12M in Q1 2018. 275 funds tracked by Wall St. Rank hold WD as of Q1 2022.

  • IndexIQ Advisors reported no remaining Walker & Dunlop position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 4,110 Walker & Dunlop shares in Q1 2022, an estimated $620K.
  • IndexIQ Advisors first reported a position in Walker & Dunlop in Q2 2017 and held it in 19 quarters.
  • IndexIQ Advisors's Walker & Dunlop position peaked at $2.12M in Q1 2018.
  • 275 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.