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New Age Alpha Advisors’s Walker & Dunlop WD Stock Holding History

New Age Alpha Advisors’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
-66,302
Closed -$2.94M – 1004
2026
Q1 		$2.94M Sell
66,302
-2,544
-4% -$143K 0.14% 216
2025
Q4 		$4.14M Buy
68,846
+64,262
+1,402% +$4.56M 0.18% 159
2025
Q3 		$383K Sell
4,584
-118
-3% -$9.5K 0.02% 527
2025
Q2 		$331K Buy
4,702
+89
+2% +$6.43K 0.01% 540
2025
Q1 		$394K Buy
+4,613
New +$413K 0.02% 537

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

New Age Alpha Advisors's WD Position: Q2 2026 in Review

New Age Alpha Advisors sold out of Walker & Dunlop (WD) in Q2 2026, closing a stake of 66,302 shares — an estimated $2.94M sold.

New Age Alpha Advisors first reported a position in WD in Q1 2025 and held it in 5 quarters. The position peaked at $4.14M in Q4 2025. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • New Age Alpha Advisors reported no remaining Walker & Dunlop position as of Q2 2026 after selling out during the quarter.
  • New Age Alpha Advisors sold 66,302 Walker & Dunlop shares in Q2 2026, an estimated $2.94M.
  • New Age Alpha Advisors first reported a position in Walker & Dunlop in Q1 2025 and held it in 5 quarters.
  • New Age Alpha Advisors's Walker & Dunlop position peaked at $4.14M in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.