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Physician Wealth Advisors’s Walker & Dunlop WD Stock Holding History

Physician Wealth 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
2025
Q2 		– Sell
-8
Closed -$683 – 1994
2025
Q1 		$683 Buy
+8
New +$716 ﹤0.01% 1284

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Physician Wealth Advisors's WD Position: Q2 2025 in Review

Physician Wealth Advisors sold out of Walker & Dunlop (WD) in Q2 2025, closing a stake of 8 shares — an estimated $683 sold.

Physician Wealth Advisors first reported a position in WD in Q1 2025 and held it in 1 quarter. The position peaked at $683 in Q1 2025. 284 funds tracked by Wall St. Rank hold WD as of Q2 2025.

  • Physician Wealth Advisors reported no remaining Walker & Dunlop position as of Q2 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 8 Walker & Dunlop shares in Q2 2025, an estimated $683.
  • Physician Wealth Advisors first reported a position in Walker & Dunlop in Q1 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Walker & Dunlop position peaked at $683 in Q1 2025.
  • 284 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.