Kathmere Capital Management’s Walker & Dunlop WD Stock Holding History

Kathmere Capital 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
2026 Q1	$6.14M	Sell	138,401 -40	-0%	-$2.25K	0.38%	54
2025 Q4	$8.33M	Buy	138,441 +40	+0%	+$2.84K	0.56%	35
2025 Q3	$11.6M	Hold	138,401	–	–	0.82%	31
2025 Q2	$9.75M	Hold	138,401	–	–	0.75%	32
2025 Q1	$11.8M	Hold	138,401	–	–	1%	28
2024 Q4	$13.5M	Hold	138,401	–	–	1.21%	27
2024 Q3	$15.7M	Sell	138,401 -7,250	-5%	-$759K	1.47%	22
2024 Q2	$14.3M	Hold	145,651	–	–	1.51%	22
2024 Q1	$14.7M	Sell	145,651 -16,008	-10%	-$1.54M	1.68%	21
2023 Q4	$17.9M	Sell	161,659 -19,992	-11%	-$1.64M	2.33%	12
2023 Q3	$13.5M	Sell	181,651 -52	-0%	-$4.39K	2%	14
2023 Q2	$14.4M	Hold	181,703	–	–	2.23%	12
2023 Q1	$13.8M	Buy	181,703 +77,219	+74%	+$6.7M	2.27%	12
2022 Q4	$8.2M	Sell	104,484 -19,054	-15%	-$1.6M	1.45%	19
2022 Q3	$10.3M	Hold	123,538	–	–	2.06%	16
2022 Q2	$11.9M	Hold	123,538	–	–	2.19%	18
2022 Q1	$16M	Buy	123,538 +52	+0%	+$7.14K	2.72%	11
2021 Q4	$18.6M	Sell	123,486 -11,252	-8%	-$1.57M	3.24%	8
2021 Q3	$15.3M	Buy	+134,738	New	+$14.1M	2.77%	13
2020 Q3	–	Sell	-33,828	Closed	-$1.72M	–	399
2020 Q2	$1.72M	Hold	33,828	–	–	0.5%	29
2020 Q1	$1.36M	Hold	33,828	–	–	0.49%	36
2019 Q4	$2.19M	Buy	+33,828	New	+$2.14M	0.78%	31

Other funds holding WD

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Kathmere Capital Management's WD Position: Q1 2026 in Review

Kathmere Capital Management reduced its Walker & Dunlop (WD) stake by 0.03% in Q1 2026, selling an estimated $2.25K and leaving 138,401 shares worth $6.14M. The position accounts for 0.38% of the portfolio, ranked #54.

Kathmere Capital Management first reported a position in WD in Q4 2019 and has held it in 22 quarters since. The position peaked at $18.6M in Q4 2021. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

Kathmere Capital Management held 138,401 shares of Walker & Dunlop worth $6.14M as of Q1 2026.
Kathmere Capital Management sold 40 Walker & Dunlop shares in Q1 2026, an estimated $2.25K.
Walker & Dunlop made up 0.38% of Kathmere Capital Management's portfolio in Q1 2026, its #54 holding.
Kathmere Capital Management first reported a position in Walker & Dunlop in Q4 2019 and has held it in 22 quarters since.
Kathmere Capital Management's Walker & Dunlop position peaked at $18.6M in Q4 2021.
254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.