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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

DRZID

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

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Sequoia Financial Advisors's WD Position: Q4 2025 in Review

Sequoia Financial Advisors sold out of Walker & Dunlop (WD) in Q4 2025, closing a stake of 261,927 shares — an estimated $21.9M sold.

Sequoia Financial Advisors first reported a position in WD in Q2 2023 and held it in 8 quarters. The position peaked at $29.1M in Q4 2023. 277 funds tracked by Wall St. Rank hold WD as of Q4 2025.

Sequoia Financial Advisors reported no remaining Walker & Dunlop position as of Q4 2025 after selling out during the quarter.
Sequoia Financial Advisors sold 261,927 Walker & Dunlop shares in Q4 2025, an estimated $21.9M.
Sequoia Financial Advisors first reported a position in Walker & Dunlop in Q2 2023 and held it in 8 quarters.
Sequoia Financial Advisors's Walker & Dunlop position peaked at $29.1M in Q4 2023.
277 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2025.

Based on Sequoia Financial Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.