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 Q2	$7.57M	Hold	138,401	–	–	0.4%	54
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Jupiter Topco New York $245B AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Kathmere Capital Management's WD Position: Q2 2026 in Review

Kathmere Capital Management held its Walker & Dunlop (WD) position steady in Q2 2026 at 138,401 shares worth $7.57M. The position accounts for 0.4% of the portfolio, ranked #54.

Kathmere Capital Management first reported a position in WD in Q4 2019 and has held it in 23 quarters since. The position peaked at $18.6M in Q4 2021. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

Kathmere Capital Management held 138,401 shares of Walker & Dunlop worth $7.57M as of Q2 2026.
Kathmere Capital Management left its Walker & Dunlop share count unchanged in Q2 2026.
Walker & Dunlop made up 0.4% of Kathmere Capital Management's portfolio in Q2 2026, its #54 holding.
Kathmere Capital Management first reported a position in Walker & Dunlop in Q4 2019 and has held it in 23 quarters since.
Kathmere Capital Management's Walker & Dunlop position peaked at $18.6M in Q4 2021.
267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.