SFA
WD icon

Sequoia Financial Advisors’s Walker & Dunlop WD Stock Holding History

Sequoia Financial 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
-261,927
Closed -$21.9M – 1996
2025
Q3 		$21.9M Buy
261,927
+71
+0% +$5.72K 0.13% 116
2025
Q2 		$18.5M Sell
261,856
-124
-0% -$8.96K 0.13% 125
2025
Q1 		$22.4M Buy
+261,980
New +$23.5M 0.17% 115
2024
Q3 		– Sell
-171,767
Closed -$16.9M – 1377
2024
Q2 		$16.9M Sell
171,767
-90,085
-34% -$8.57M 0.2% 100
2024
Q1 		$26.5M Sell
261,852
-47
-0% -$4.51K 0.33% 70
2023
Q4 		$29.1M Sell
261,899
-34,116
-12% -$2.8M 0.36% 62
2023
Q3 		$22M Buy
296,015
+42,160
+17% +$3.56M 0.39% 55
2023
Q2 		$20.1M Buy
+253,855
New +$18.3M 0.34% 56

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