NewEdge Advisors’s Walker & Dunlop WD Stock Holding History

NewEdge 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	-5	Closed	-$225	–	4399
2026 Q1	$225	Buy	+5	New	+$282	﹤0.01%	4061
2023 Q4	–	Sell	-30	Closed	-$2.23K	–	3887
2023 Q3	$2.23K	Hold	30	–	–	﹤0.01%	3022
2023 Q2	$2.37K	Hold	30	–	–	﹤0.01%	3043
2023 Q1	$2.29K	Sell	30 -415	-93%	-$36K	﹤0.01%	3000
2022 Q4	$32.6K	Buy	+445	New	+$37.4K	﹤0.01%	1913
2022 Q1	–	Sell	-3,931	Closed	-$593K	–	1649
2021 Q4	$593K	Buy	+3,931	New	+$548K	0.01%	991
2021 Q1	–	Sell	-3,164	Closed	-$291K	–	1119
2020 Q4	$291K	Buy	+3,164	New	+$234K	0.01%	773

Other funds holding WD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NewEdge Advisors's WD Position: Q2 2026 in Review

NewEdge Advisors sold out of Walker & Dunlop (WD) in Q2 2026, closing a stake of 5 shares — an estimated $225 sold.

NewEdge Advisors first reported a position in WD in Q4 2020 and held it in 7 quarters. The position peaked at $593K in Q4 2021. 196 funds tracked by Wall St. Rank hold WD as of Q2 2026.

NewEdge Advisors reported no remaining Walker & Dunlop position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 5 Walker & Dunlop shares in Q2 2026, an estimated $225.
NewEdge Advisors first reported a position in Walker & Dunlop in Q4 2020 and held it in 7 quarters.
NewEdge Advisors's Walker & Dunlop position peaked at $593K in Q4 2021.
196 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.