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Sage Mountain Advisors’s Walker & Dunlop WD Stock Holding History

Sage Mountain 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
Q2 		– Sell
-2,386
Closed -$204K – 550
2025
Q1 		$204K Buy
2,386
+6
+0.3% +$537 0.02% 375
2024
Q4 		$231K Buy
2,380
+190
+9% +$20.6K 0.02% 348
2024
Q3 		$249K Hold
2,190
– – 0.02% 330
2024
Q2 		$215K Buy
2,190
+190
+10% +$18.1K 0.02% 322
2024
Q1 		$202K Hold
2,000
– – 0.02% 319
2023
Q4 		$222K Buy
+2,000
New +$164K 0.03% 248

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sage Mountain Advisors's WD Position: Q2 2025 in Review

Sage Mountain Advisors sold out of Walker & Dunlop (WD) in Q2 2025, closing a stake of 2,386 shares — an estimated $204K sold.

Sage Mountain Advisors first reported a position in WD in Q4 2023 and held it in 6 quarters. The position peaked at $249K in Q3 2024. 284 funds tracked by Wall St. Rank hold WD as of Q2 2025.

  • Sage Mountain Advisors reported no remaining Walker & Dunlop position as of Q2 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,386 Walker & Dunlop shares in Q2 2025, an estimated $204K.
  • Sage Mountain Advisors first reported a position in Walker & Dunlop in Q4 2023 and held it in 6 quarters.
  • Sage Mountain Advisors's Walker & Dunlop position peaked at $249K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.