RA
WD icon

Rise Advisors’s Walker & Dunlop WD Stock Holding History

Rise 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
Q4 		– Sell
-159
Closed -$13.3K – 1417
2025
Q3 		$13.3K Buy
159
+1
+0.6% +$81 ﹤0.01% 834
2025
Q2 		$11.1K Buy
158
+2
+1% +$144 ﹤0.01% 931
2025
Q1 		$13.3K Sell
156
-28
-15% -$2.51K 0.01% 782
2024
Q4 		$17.9K Buy
184
+1
+0.5% +$108 0.01% 735
2024
Q3 		$20.7K Buy
183
+2
+1% +$209 0.01% 661
2024
Q2 		$17.8K Buy
181
+1
+0.6% +$95 0.01% 701
2024
Q1 		$18.2K Buy
+180
New +$17.3K 0.01% 705
2023
Q4 		– Sell
-1
Closed -$39 – 672
2023
Q3 		$39 Hold
1
– – ﹤0.01% 645
2023
Q2 		$41 Sell
1
-49
-98% -$3.54K ﹤0.01% 666
2023
Q1 		$3.78K Sell
50
-29
-37% -$2.52K ﹤0.01% 488
2022
Q4 		$6.22K Sell
79
-10
-11% -$840 0.01% 416
2022
Q3 		$7K Hold
89
– – 0.01% 403
2022
Q2 		$9K Buy
89
+1
+1% +$110 0.01% 361
2022
Q1 		$11K Sell
88
-15
-15% -$2.06K 0.01% 318
2021
Q4 		$15.6K Buy
+103
New +$14.4K 0.01% 277

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