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O'Shaughnessy Asset Management’s Walker & Dunlop WD Stock Holding History

O'Shaughnessy Asset 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
-2,534
Closed -$212K – 2755
2025
Q3 		$212K Buy
+2,534
New +$204K ﹤0.01% 1938
2025
Q1 		– Sell
-5,766
Closed -$561K – 2409
2024
Q4 		$561K Buy
5,766
+452
+9% +$48.9K ﹤0.01% 1236
2024
Q3 		$594K Buy
5,314
+2,536
+91% +$265K 0.01% 1145
2024
Q2 		$273K Buy
+2,778
New +$264K ﹤0.01% 1409
2021
Q4 		– Sell
-217
Closed -$25K – 2483
2021
Q3 		$25K Buy
217
+146
+206% +$15.3K ﹤0.01% 1880
2021
Q2 		$7K Buy
71
+68
+2,267% +$7.12K ﹤0.01% 2090
2021
Q1 		$0 Hold
3
– – ﹤0.01% 2473
2020
Q4 		$0 Hold
3
– – ﹤0.01% 2241
2020
Q3 		$0 Hold
3
– – ﹤0.01% 2023
2020
Q2 		$0 Sell
3
-976
-100% -$39.9K ﹤0.01% 1920
2020
Q1 		$39K Sell
979
-289
-23% -$18.2K ﹤0.01% 821
2019
Q4 		$82K Buy
1,268
+127
+11% +$8.04K ﹤0.01% 853
2019
Q3 		$64K Buy
1,141
+69
+6% +$3.87K ﹤0.01% 703
2019
Q2 		$57K Buy
+1,072
New +$56.8K ﹤0.01% 717
2018
Q2 		– Sell
-23,501
Closed -$1.4M – 1008
2018
Q1 		$1.4M Sell
23,501
-2,633
-10% -$131K 0.03% 214
2017
Q4 		$1.24M Sell
26,134
-5,604
-18% -$286K 0.03% 256
2017
Q3 		$1.66M Sell
31,738
-2,074
-6% -$101K 0.04% 224
2017
Q2 		$1.65M Buy
33,812
+26,079
+337% +$1.22M 0.04% 232
2017
Q1 		$322K Buy
7,733
+6,428
+493% +$237K 0.01% 424
2016
Q4 		$41K Buy
1,305
+31
+2% +$869 ﹤0.01% 732
2016
Q3 		$32K Buy
1,274
+464
+57% +$11.8K ﹤0.01% 724
2016
Q2 		$18K Buy
+810
New +$18.9K ﹤0.01% 757
2016
Q1 		– Sell
-1,164
Closed -$34K – 1029
2015
Q4 		$34K Sell
1,164
-384
-25% -$11.1K ﹤0.01% 631
2015
Q3 		$41K Buy
1,548
+1,104
+249% +$27.6K ﹤0.01% 601
2015
Q2 		$12K Buy
444
+244
+122% +$5.42K ﹤0.01% 721
2015
Q1 		$4K Buy
+200
New +$3.4K ﹤0.01% 856

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

O'Shaughnessy Asset Management's WD Position: Q4 2025 in Review

O'Shaughnessy Asset Management sold out of Walker & Dunlop (WD) in Q4 2025, closing a stake of 2,534 shares — an estimated $212K sold.

O'Shaughnessy Asset Management first reported a position in WD in Q1 2015 and held it in 26 quarters. The position peaked at $1.66M in Q3 2017. 277 funds tracked by Wall St. Rank hold WD as of Q4 2025.

  • O'Shaughnessy Asset Management reported no remaining Walker & Dunlop position as of Q4 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 2,534 Walker & Dunlop shares in Q4 2025, an estimated $212K.
  • O'Shaughnessy Asset Management first reported a position in Walker & Dunlop in Q1 2015 and held it in 26 quarters.
  • O'Shaughnessy Asset Management's Walker & Dunlop position peaked at $1.66M in Q3 2017.
  • 277 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.