Robertson Stephens Wealth Management’s Walker & Dunlop WD Stock Holding History

Robertson Stephens 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
2026 Q3	–	Sell	-4,330	Closed	-$237K	–	687
2026 Q2	$237K	Buy	+4,330	New	+$219K	0.01%	582
2024 Q4	–	Sell	-12,263	Closed	-$1.39M	–	640
2024 Q3	$1.39M	Buy	+12,263	New	+$1.28M	0.05%	243
2022 Q4	–	Sell	-7,240	Closed	-$606K	–	440
2022 Q3	$606K	Hold	7,240	–	–	0.06%	197
2022 Q2	$697K	Buy	7,240 +745	+11%	+$82.2K	0.07%	201
2022 Q1	$840K	Buy	6,495 +1,515	+30%	+$208K	0.07%	199
2021 Q4	$751K	Hold	4,980	–	–	0.06%	212
2021 Q3	$565K	Buy	4,980 +510	+11%	+$53.4K	0.06%	190
2021 Q2	$466K	Buy	4,470 +500	+13%	+$52.3K	0.06%	215
2021 Q1	$407K	Buy	3,970 +570	+17%	+$55.4K	0.07%	199
2020 Q4	$312K	Buy	+3,400	New	+$252K	0.07%	187

Other funds holding WD

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Steinberg Asset Management New York $154M AUM 31.68% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Robertson Stephens Wealth Management's WD Position: Q3 2026 in Review

Robertson Stephens Wealth Management sold out of Walker & Dunlop (WD) in Q3 2026, closing a stake of 4,330 shares — an estimated $237K sold.

Robertson Stephens Wealth Management first reported a position in WD in Q4 2020 and held it in 10 quarters. The position peaked at $1.39M in Q3 2024. 58 funds tracked by Wall St. Rank hold WD as of Q3 2026.

Robertson Stephens Wealth Management reported no remaining Walker & Dunlop position as of Q3 2026 after selling out during the quarter.
Robertson Stephens Wealth Management sold 4,330 Walker & Dunlop shares in Q3 2026, an estimated $237K.
Robertson Stephens Wealth Management first reported a position in Walker & Dunlop in Q4 2020 and held it in 10 quarters.
Robertson Stephens Wealth Management's Walker & Dunlop position peaked at $1.39M in Q3 2024.
58 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.