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Putney Financial Group’s Walker & Dunlop WD Stock Holding History

Putney Financial Group’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
-90
Closed -$7.68K – 306
2025
Q1 		$7.68K Hold
90
– – 0.01% 216
2024
Q4 		$8.75K Buy
+90
New +$9.74K 0.01% 226

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

Putney Financial Group's WD Position: Q2 2025 in Review

Putney Financial Group sold out of Walker & Dunlop (WD) in Q2 2025, closing a stake of 90 shares — an estimated $7.68K sold.

Putney Financial Group first reported a position in WD in Q4 2024 and held it in 2 quarters. The position peaked at $8.75K in Q4 2024. 284 funds tracked by Wall St. Rank hold WD as of Q2 2025.

  • Putney Financial Group reported no remaining Walker & Dunlop position as of Q2 2025 after selling out during the quarter.
  • Putney Financial Group sold 90 Walker & Dunlop shares in Q2 2025, an estimated $7.68K.
  • Putney Financial Group first reported a position in Walker & Dunlop in Q4 2024 and held it in 2 quarters.
  • Putney Financial Group's Walker & Dunlop position peaked at $8.75K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2025.

Based on Putney Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.