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Rothschild Investment LLC’s Walker & Dunlop WD Stock Holding History

Rothschild Investment LLC’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 		$21.9K Buy
401
+118
+42% +$5.97K ﹤0.01% 1522
2026
Q1 		$12.6K Buy
283
+182
+180% +$10.3K ﹤0.01% 1600
2025
Q4 		$6.08K Buy
101
+33
+49% +$2.34K ﹤0.01% 1787
2025
Q3 		$5.69K Buy
68
+13
+24% +$1.05K ﹤0.01% 1659
2025
Q2 		$3.88K Buy
55
+20
+57% +$1.45K ﹤0.01% 1636
2025
Q1 		$2.99K Sell
35
-5
-13% -$448 ﹤0.01% 1678
2024
Q4 		$3.89K Buy
40
+10
+33% +$1.08K ﹤0.01% 1442
2024
Q3 		$3.41K Buy
30
+15
+100% +$1.57K ﹤0.01% 1447
2024
Q2 		$1.47K Buy
15
+10
+200% +$952 ﹤0.01% 1490
2024
Q1 		$505 Buy
+5
New +$480 ﹤0.01% 1356

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Rothschild Investment LLC's WD Position: Q2 2026 in Review

Rothschild Investment LLC increased its Walker & Dunlop (WD) stake by 42% in Q2 2026, buying an estimated $5.97K and bringing the position to 401 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Rothschild Investment LLC first reported a position in WD in Q1 2024 and has held it in 10 quarters since. 99 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Rothschild Investment LLC held 401 shares of Walker & Dunlop worth $21.9K as of Q2 2026.
  • Rothschild Investment LLC bought 118 Walker & Dunlop shares in Q2 2026, an estimated $5.97K.
  • Walker & Dunlop made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1522 holding.
  • Rothschild Investment LLC first reported a position in Walker & Dunlop in Q1 2024 and has held it in 10 quarters since.
  • 99 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.