NEWAS
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N.E.W. Advisory Services’s Walker & Dunlop WD Stock Holding History

N.E.W. Advisory Services’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 		– Sell
-55
Closed -$2.46K – 1022
2026
Q1 		$2.46K Sell
55
-48
-47% -$2.71K ﹤0.01% 804
2025
Q4 		$6.22K Sell
103
-36
-26% -$2.56K ﹤0.01% 681
2025
Q3 		$11.7K Sell
139
-12
-8% -$967 ﹤0.01% 550
2025
Q2 		$10.7K Hold
151
– – ﹤0.01% 556
2025
Q1 		$12.9K Buy
+151
New +$13.5K ﹤0.01% 562

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
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

N.E.W. Advisory Services's WD Position: Q2 2026 in Review

N.E.W. Advisory Services sold out of Walker & Dunlop (WD) in Q2 2026, closing a stake of 55 shares — an estimated $2.46K sold.

N.E.W. Advisory Services first reported a position in WD in Q1 2025 and held it in 5 quarters. The position peaked at $12.9K in Q1 2025. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • N.E.W. Advisory Services reported no remaining Walker & Dunlop position as of Q2 2026 after selling out during the quarter.
  • N.E.W. Advisory Services sold 55 Walker & Dunlop shares in Q2 2026, an estimated $2.46K.
  • N.E.W. Advisory Services first reported a position in Walker & Dunlop in Q1 2025 and held it in 5 quarters.
  • N.E.W. Advisory Services's Walker & Dunlop position peaked at $12.9K in Q1 2025.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.