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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Jupiter Topco New York $245B AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Robertson Stephens Wealth Management's WD Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in Walker & Dunlop (WD) in Q2 2026: 4,330 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in WD as recently as Q3 2024.

Robertson Stephens Wealth Management first reported a position in WD in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.39M in Q3 2024. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

Robertson Stephens Wealth Management held 4,330 shares of Walker & Dunlop worth $237K as of Q2 2026.
Walker & Dunlop was a new Robertson Stephens Wealth Management position in Q2 2026.
Walker & Dunlop made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #582 holding.
Robertson Stephens Wealth Management first reported a position in Walker & Dunlop in Q4 2020 and has held it in 10 quarters since.
Robertson Stephens Wealth Management's Walker & Dunlop position peaked at $1.39M in Q3 2024.
266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.