Simplex Trading’s Walker & Dunlop WD Stock Holding History

Simplex Trading’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	-23	Closed	-$1.66K	–	9852
2025 Q1	$1K	Buy	23 +3	+15%	+$269	﹤0.01%	8333
2024 Q4	$1K	Buy	+20	New	+$2.17K	﹤0.01%	8340
2019 Q3	–	Sell	-96	Closed	-$5.39K	–	7966
2019 Q2	$5K	Sell	96 -1,284	-93%	-$68K	﹤0.01%	6484
2019 Q1	$70K	Buy	+1,380	New	+$70.1K	﹤0.01%	4711
2018 Q2	–	Sell	-163	Closed	-$9.4K	–	7951
2018 Q1	$9K	Buy	+163	New	+$8.09K	﹤0.01%	4160
2017 Q4	–	Sell	-1,043	Closed	-$53.2K	–	6777
2017 Q3	$54K	Sell	1,043 -424	-29%	-$20.7K	﹤0.01%	2234
2017 Q2	$71K	Buy	+1,467	New	+$68.4K	﹤0.01%	2056
2016 Q3	–	Sell	-1,140	Closed	-$25K	–	6530
2016 Q2	$25K	Buy	+1,140	New	+$26.7K	﹤0.01%	2710
2016 Q1	–	Sell	-37	Closed	-$875	–	6335
2015 Q4	$1K	Sell	37 -1,224	-97%	-$35.3K	﹤0.01%	5032
2015 Q3	$32K	Sell	1,261 -1,082	-46%	-$27.1K	﹤0.01%	2345
2015 Q2	$62K	Buy	+2,343	New	+$52K	0.01%	1538

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Simplex Trading's WD Position: Q2 2025 in Review

Simplex Trading sold out of Walker & Dunlop (WD) in Q2 2025, closing a stake of 23 shares — an estimated $1.66K sold.

Simplex Trading first reported a position in WD in Q2 2015 and held it in 11 quarters. The position peaked at $71K in Q2 2017. 284 funds tracked by Wall St. Rank hold WD as of Q2 2025.

Simplex Trading reported no remaining Walker & Dunlop position as of Q2 2025 after selling out during the quarter.
Simplex Trading sold 23 Walker & Dunlop shares in Q2 2025, an estimated $1.66K.
Simplex Trading first reported a position in Walker & Dunlop in Q2 2015 and held it in 11 quarters.
Simplex Trading's Walker & Dunlop position peaked at $71K in Q2 2017.
284 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.