Kathmere Capital Management
WD icon

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
Q3 		$4.86M Hold
138,401
– – 0.24% 83
2026
Q2 		$7.57M Hold
138,401
– – 0.4% 54
2026
Q1 		$6.14M Sell
138,401
-40
-0% -$2.26K 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 		$9.8M 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% -$4.4K 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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Kathmere Capital Management's WD Position: Q3 2026 in Review

Kathmere Capital Management held its Walker & Dunlop (WD) position steady in Q3 2026 at 138,401 shares worth $4.86M. The position accounts for 0.24% of the portfolio, ranked #83.

Kathmere Capital Management first reported a position in WD in Q4 2019 and has held it in 24 quarters since. The position peaked at $18.6M in Q4 2021. 22 funds tracked by Wall St. Rank hold WD as of Q3 2026.

  • Kathmere Capital Management held 138,401 shares of Walker & Dunlop worth $4.86M as of Q3 2026.
  • Kathmere Capital Management left its Walker & Dunlop share count unchanged in Q3 2026.
  • Walker & Dunlop made up 0.24% of Kathmere Capital Management's portfolio in Q3 2026, its #83 holding.
  • Kathmere Capital Management first reported a position in Walker & Dunlop in Q4 2019 and has held it in 24 quarters since.
  • Kathmere Capital Management's Walker & Dunlop position peaked at $18.6M in Q4 2021.
  • 22 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.