Marshall Wace’s Walker & Dunlop WD Stock Holding History

Marshall Wace’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	$3.62M	Sell	66,238 -5,447	-8%	-$276K	﹤0.01%	1537
2026 Q1	$3.18M	Buy	71,685 +36,876	+106%	+$2.08M	﹤0.01%	1535
2025 Q4	$2.09M	Buy	+34,809	New	+$2.47M	﹤0.01%	1556
2025 Q3	–	Sell	-60,813	Closed	-$4.29M	–	3467
2025 Q2	$4.29M	Sell	60,813 -21,315	-26%	-$1.54M	﹤0.01%	1217
2025 Q1	$7.01M	Buy	+82,128	New	+$7.35M	0.01%	916
2024 Q4	–	Sell	-8,421	Closed	-$957K	–	3053
2024 Q3	$957K	Buy	+8,421	New	+$881K	﹤0.01%	1665
2022 Q4	–	Sell	-17,693	Closed	-$1.48M	–	3466
2022 Q3	$1.48M	Buy	17,693 +811	+5%	+$82.8K	﹤0.01%	2205
2022 Q2	$1.63M	Buy	16,882 +15,099	+847%	+$1.67M	﹤0.01%	2145
2022 Q1	$230K	Buy	+1,783	New	+$245K	﹤0.01%	3050
2020 Q4	–	Sell	-22,086	Closed	-$1.17M	–	2212
2020 Q3	$1.17M	Sell	22,086 -35,316	-62%	-$1.85M	0.01%	974
2020 Q2	$2.92M	Buy	+57,402	New	+$2.35M	0.02%	647
2019 Q2	–	Sell	-31,915	Closed	-$1.63M	–	1886
2019 Q1	$1.63M	Buy	+31,915	New	+$1.62M	0.02%	806
2018 Q4	–	Sell	-53,685	Closed	-$2.84M	–	1832
2018 Q3	$2.84M	Buy	+53,685	New	+$2.98M	0.02%	589

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

Marshall Wace's WD Position: Q2 2026 in Review

Marshall Wace reduced its Walker & Dunlop (WD) stake by 7.6% in Q2 2026, selling an estimated $276K and leaving 66,238 shares worth $3.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Marshall Wace first reported a position in WD in Q3 2018 and has held it in 13 quarters since. The position peaked at $7.01M in Q1 2025. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

Marshall Wace held 66,238 shares of Walker & Dunlop worth $3.62M as of Q2 2026.
Marshall Wace sold 5,447 Walker & Dunlop shares in Q2 2026, an estimated $276K.
Walker & Dunlop made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1537 holding.
Marshall Wace first reported a position in Walker & Dunlop in Q3 2018 and has held it in 13 quarters since.
Marshall Wace's Walker & Dunlop position peaked at $7.01M in Q1 2025.
267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.