LC
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Lindbrook Capital’s Walker & Dunlop WD Stock Holding History

Lindbrook Capital’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 		$9.65K Buy
113
+54
+92% +$4.83K ﹤0.01% 1666
2024
Q4 		$5.74K Hold
59
– – ﹤0.01% 1923
2024
Q3 		$6.7K Sell
59
-17
-22% -$1.78K ﹤0.01% 1875
2024
Q2 		$7.46K Buy
76
+5
+7% +$476 ﹤0.01% 1794
2024
Q1 		$7.17K Hold
71
– – ﹤0.01% 1736
2023
Q4 		$7.88K Buy
71
+19
+37% +$1.56K ﹤0.01% 1664
2023
Q3 		$3.86K Buy
52
+9
+21% +$761 ﹤0.01% 1882
2023
Q2 		$3.4K Buy
43
+27
+169% +$1.95K ﹤0.01% 1966
2023
Q1 		$1.22K Buy
16
+5
+45% +$434 ﹤0.01% 2410
2022
Q4 		$863 Sell
11
-198
-95% -$16.6K ﹤0.01% 2492
2022
Q3 		$17K Buy
209
+4
+2% +$408 ﹤0.01% 1084
2022
Q2 		$20K Buy
205
+20
+11% +$2.21K ﹤0.01% 974
2022
Q1 		$24K Buy
185
+5
+3% +$686 ﹤0.01% 941
2021
Q4 		$27K Hold
180
– – ﹤0.01% 920
2021
Q3 		$20K Buy
180
+20
+13% +$2.1K 0.01% 754
2021
Q2 		$17K Buy
160
+40
+33% +$4.19K ﹤0.01% 850
2021
Q1 		$12K Buy
120
+45
+60% +$4.37K ﹤0.01% 962
2020
Q4 		$7K Buy
75
+15
+25% +$1.11K ﹤0.01% 1079
2020
Q3 		$3K Buy
+60
New +$3.15K ﹤0.01% 1322

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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Lindbrook Capital's WD Position: Q1 2025 in Review

Lindbrook Capital increased its Walker & Dunlop (WD) stake by 92% in Q1 2025, buying an estimated $4.83K and bringing the position to 113 shares worth $9.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Lindbrook Capital first reported a position in WD in Q3 2020 and has held it in 19 quarters since. The position peaked at $27K in Q4 2021. 292 funds tracked by Wall St. Rank hold WD as of Q1 2025.

  • Lindbrook Capital held 113 shares of Walker & Dunlop worth $9.65K as of Q1 2025.
  • Lindbrook Capital bought 54 Walker & Dunlop shares in Q1 2025, an estimated $4.83K.
  • Walker & Dunlop made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1666 holding.
  • Lindbrook Capital first reported a position in Walker & Dunlop in Q3 2020 and has held it in 19 quarters since.
  • Lindbrook Capital's Walker & Dunlop position peaked at $27K in Q4 2021.
  • 292 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.