KWM
WD icon

Kingsview Wealth Management’s Walker & Dunlop WD Stock Holding History

Kingsview Wealth 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
Q1 		– Sell
-18,148
Closed -$1.76M – 1194
2024
Q4 		$1.76M Buy
+18,148
New +$1.96M 0.03% 413

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingsview Wealth Management's WD Position: Q1 2025 in Review

Kingsview Wealth Management sold out of Walker & Dunlop (WD) in Q1 2025, closing a stake of 18,148 shares — an estimated $1.76M sold.

Kingsview Wealth Management first reported a position in WD in Q4 2024 and held it in 1 quarter. The position peaked at $1.76M in Q4 2024. 292 funds tracked by Wall St. Rank hold WD as of Q1 2025.

  • Kingsview Wealth Management reported no remaining Walker & Dunlop position as of Q1 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 18,148 Walker & Dunlop shares in Q1 2025, an estimated $1.76M.
  • Kingsview Wealth Management first reported a position in Walker & Dunlop in Q4 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's Walker & Dunlop position peaked at $1.76M in Q4 2024.
  • 292 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.