Mackenzie Financial’s Walker & Dunlop WD Stock Holding History

Mackenzie Financial’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	$276K	Buy	+5,039	New	+$255K	﹤0.01%	1434
2026 Q1	–	Sell	-6,192	Closed	-$376K	–	1768
2025 Q4	$376K	Sell	6,192 -7,249	-54%	-$515K	﹤0.01%	1304
2025 Q3	$1.12M	Buy	13,441 +479	+4%	+$38.6K	﹤0.01%	1037
2025 Q2	$914K	Buy	12,962 +3,270	+34%	+$236K	﹤0.01%	1037
2025 Q1	$827K	Buy	9,692 +7,629	+370%	+$683K	﹤0.01%	1031
2024 Q4	$201K	Sell	2,063 -3,531	-63%	-$382K	﹤0.01%	1567
2024 Q3	$635K	Buy	+5,594	New	+$585K	﹤0.01%	966
2024 Q1	–	Sell	-4,940	Closed	-$548K	–	1613
2023 Q4	$548K	Buy	+4,940	New	+$406K	﹤0.01%	973
2023 Q2	–	Sell	-4,651	Closed	-$354K	–	1649
2023 Q1	$354K	Buy	+4,651	New	+$403K	﹤0.01%	1126
2022 Q2	–	Sell	-1,659	Closed	-$215K	–	1556
2022 Q1	$215K	Buy	1,659 +88	+6%	+$12.1K	﹤0.01%	1261
2021 Q4	$237K	Buy	+1,571	New	+$219K	﹤0.01%	1254

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

Mackenzie Financial's WD Position: Q2 2026 in Review

Mackenzie Financial opened a new position in Walker & Dunlop (WD) in Q2 2026: 5,039 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #1434 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in WD as recently as Q4 2025.

Mackenzie Financial first reported a position in WD in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.12M in Q3 2025. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

Mackenzie Financial held 5,039 shares of Walker & Dunlop worth $276K as of Q2 2026.
Walker & Dunlop was a new Mackenzie Financial position in Q2 2026.
Walker & Dunlop made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1434 holding.
Mackenzie Financial first reported a position in Walker & Dunlop in Q4 2021 and has held it in 11 quarters since.
Mackenzie Financial's Walker & Dunlop position peaked at $1.12M in Q3 2025.
267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.