Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Walker & Dunlop WD Stock Holding History

Jacobs Levy Equity Management’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
Q3 		– Sell
-40,740
Closed -$2.87M – 1129
2025
Q2 		$2.87M Sell
40,740
-68,829
-63% -$4.97M 0.01% 557
2025
Q1 		$9.35M Buy
+109,569
New +$9.81M 0.04% 347
2023
Q2 		– Sell
-16,507
Closed -$1.26M – 1090
2023
Q1 		$1.26M Buy
+16,507
New +$1.43M 0.01% 659
2017
Q3 		– Sell
-79,673
Closed -$3.89M – 1022
2017
Q2 		$3.89M Sell
79,673
-21,100
-21% -$984K 0.08% 281
2017
Q1 		$4.2M Buy
100,773
+69,882
+226% +$2.58M 0.08% 285
2016
Q4 		$964K Buy
+30,891
New +$866K 0.02% 561
2015
Q3 		– Sell
-23,353
Closed -$624K – 867
2015
Q2 		$624K Hold
23,353
– – 0.01% 537
2015
Q1 		$414K Sell
23,353
-17,440
-43% -$296K 0.01% 602
2014
Q4 		$716K Buy
+40,793
New +$648K 0.01% 555

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jacobs Levy Equity Management's WD Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Walker & Dunlop (WD) in Q3 2025, closing a stake of 40,740 shares — an estimated $2.87M sold.

Jacobs Levy Equity Management first reported a position in WD in Q4 2014 and held it in 9 quarters. The position peaked at $9.35M in Q1 2025. 283 funds tracked by Wall St. Rank hold WD as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining Walker & Dunlop position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 40,740 Walker & Dunlop shares in Q3 2025, an estimated $2.87M.
  • Jacobs Levy Equity Management first reported a position in Walker & Dunlop in Q4 2014 and held it in 9 quarters.
  • Jacobs Levy Equity Management's Walker & Dunlop position peaked at $9.35M in Q1 2025.
  • 283 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.