RWM
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Rialto Wealth Management’s Walker & Dunlop WD Stock Holding History

Rialto Wealth 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
-3
Closed -$251 – 1814
2025
Q3 		$251 Buy
3
+2
+200% +$161 ﹤0.01% 1449
2025
Q2 		$71 Buy
+1
New +$72 ﹤0.01% 1582

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Rialto Wealth Management's WD Position: Q4 2025 in Review

Rialto Wealth Management sold out of Walker & Dunlop (WD) in Q4 2025, closing a stake of 3 shares — an estimated $251 sold.

Rialto Wealth Management first reported a position in WD in Q2 2025 and held it in 2 quarters. The position peaked at $251 in Q3 2025. 278 funds tracked by Wall St. Rank hold WD as of Q4 2025.

  • Rialto Wealth Management reported no remaining Walker & Dunlop position as of Q4 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 3 Walker & Dunlop shares in Q4 2025, an estimated $251.
  • Rialto Wealth Management first reported a position in Walker & Dunlop in Q2 2025 and held it in 2 quarters.
  • Rialto Wealth Management's Walker & Dunlop position peaked at $251 in Q3 2025.
  • 278 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2025.

Based on Rialto Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.