MDSL
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M.D. Sass LLC’s Walker & Dunlop WD Stock Holding History

M.D. Sass LLC’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
Q2 		– Sell
-253,435
Closed -$21.6M – 40
2025
Q1 		$21.6M Sell
253,435
-11,420
-4% -$1.02M 1.9% 21
2024
Q4 		$25.7M Buy
264,855
+96,563
+57% +$10.5M 1.94% 22
2024
Q3 		$19.1M Sell
168,292
-22,588
-12% -$2.36M 1.42% 23
2024
Q2 		$18.7M Buy
190,880
+47,345
+33% +$4.5M 1.35% 23
2024
Q1 		$14.5M Sell
143,535
-45,202
-24% -$4.34M 1.64% 25
2023
Q4 		$21M Sell
188,737
-130,841
-41% -$10.7M 2.52% 19
2023
Q3 		$23.7M Sell
319,578
-33,876
-10% -$2.86M 3.19% 16
2023
Q2 		$28M Sell
353,454
-12,087
-3% -$873K 3.71% 12
2023
Q1 		$27.8M Buy
365,541
+1,732
+0.5% +$150K 3.47% 12
2022
Q4 		$28.6M Sell
363,809
-9,096
-2% -$764K 4.2% 13
2022
Q3 		$31.2M Buy
372,905
+45,869
+14% +$4.68M 5.72% 3
2022
Q2 		$31.5M Buy
327,036
+80,536
+33% +$8.88M 5.95% 6
2022
Q1 		$31.9M Buy
246,500
+20,696
+9% +$2.84M 5.46% 6
2021
Q4 		$34.1M Sell
225,804
-93,504
-29% -$13M 5.29% 7
2021
Q3 		$36.2M Buy
319,308
+117,825
+58% +$12.3M 6.17% 2
2021
Q2 		$21M Buy
+201,483
New +$21.1M 3.48% 17

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

M.D. Sass LLC's WD Position: Q2 2025 in Review

M.D. Sass LLC sold out of Walker & Dunlop (WD) in Q2 2025, closing a stake of 253,435 shares — an estimated $21.6M sold.

M.D. Sass LLC first reported a position in WD in Q2 2021 and held it in 16 quarters. The position peaked at $36.2M in Q3 2021. 284 funds tracked by Wall St. Rank hold WD as of Q2 2025.

  • M.D. Sass LLC reported no remaining Walker & Dunlop position as of Q2 2025 after selling out during the quarter.
  • M.D. Sass LLC sold 253,435 Walker & Dunlop shares in Q2 2025, an estimated $21.6M.
  • M.D. Sass LLC first reported a position in Walker & Dunlop in Q2 2021 and held it in 16 quarters.
  • M.D. Sass LLC's Walker & Dunlop position peaked at $36.2M in Q3 2021.
  • 284 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2025.

Based on M.D. Sass LLC's 13F filing for Q2 2025, filed 13 Aug 2025.