OPS
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Orion Portfolio Solutions’s Walker & Dunlop WD Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-2,590
Closed -$252K – 1984
2024
Q4 		$252K Sell
2,590
-545
-17% -$59K ﹤0.01% 1641
2024
Q3 		$356K Buy
+3,135
New +$328K ﹤0.01% 1453
2024
Q2 		– Sell
-2,341
Closed -$237K – 1811
2024
Q1 		$237K Sell
2,341
-492
-17% -$47.2K ﹤0.01% 1554
2023
Q4 		$284K Buy
+2,833
New +$233K ﹤0.01% 1427
2023
Q2 		– Sell
-2,653
Closed -$202K – 1684
2023
Q1 		$202K Buy
+2,653
New +$230K ﹤0.01% 1501
2020
Q3 		– Sell
-10
Closed -$1K – 2036
2020
Q2 		$1K Buy
+10
New +$409 ﹤0.01% 2100

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's WD Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Walker & Dunlop (WD) in Q1 2025, closing a stake of 2,590 shares — an estimated $252K sold.

Orion Portfolio Solutions first reported a position in WD in Q2 2020 and held it in 6 quarters. The position peaked at $356K in Q3 2024. 292 funds tracked by Wall St. Rank hold WD as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Walker & Dunlop position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,590 Walker & Dunlop shares in Q1 2025, an estimated $252K.
  • Orion Portfolio Solutions first reported a position in Walker & Dunlop in Q2 2020 and held it in 6 quarters.
  • Orion Portfolio Solutions's Walker & Dunlop position peaked at $356K in Q3 2024.
  • 292 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.