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

Mascoma 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
Q4 		– Sell
-30
Closed -$2.51K – 520
2025
Q3 		$2.51K Hold
30
– – ﹤0.01% 415
2025
Q2 		$2.11K Hold
30
– – ﹤0.01% 436
2025
Q1 		$2.56K Buy
+30
New +$2.69K ﹤0.01% 444
2023
Q2 		– Sell
-537
Closed -$36.1K – 591
2023
Q1 		$36.1K Hold
537
– – 0.01% 271
2022
Q4 		$42.1K Hold
537
– – 0.01% 253
2022
Q3 		$45K Hold
537
– – 0.02% 237
2022
Q2 		$52K Hold
537
– – 0.02% 235
2022
Q1 		$69K Buy
+537
New +$73.7K 0.02% 224

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Mascoma Wealth Management's WD Position: Q4 2025 in Review

Mascoma Wealth Management sold out of Walker & Dunlop (WD) in Q4 2025, closing a stake of 30 shares — an estimated $2.51K sold.

Mascoma Wealth Management first reported a position in WD in Q1 2022 and held it in 8 quarters. The position peaked at $69K in Q1 2022. 278 funds tracked by Wall St. Rank hold WD as of Q4 2025.

  • Mascoma Wealth Management reported no remaining Walker & Dunlop position as of Q4 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 30 Walker & Dunlop shares in Q4 2025, an estimated $2.51K.
  • Mascoma Wealth Management first reported a position in Walker & Dunlop in Q1 2022 and held it in 8 quarters.
  • Mascoma Wealth Management's Walker & Dunlop position peaked at $69K in Q1 2022.
  • 278 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.