SJS Investment Consulting’s Walker & Dunlop WD Stock Holding History

SJS Investment Consulting’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	$3.88K	Buy	71 +34	+92%	+$1.72K	﹤0.01%	1484
2026 Q1	$1.64K	Buy	+37	New	+$2.09K	﹤0.01%	1325
2025 Q4	–	Sell	-3	Closed	-$251	–	2155
2025 Q3	$251	Hold	3	–	–	﹤0.01%	1422
2025 Q2	$212	Sell	3 -2	-40%	-$144	﹤0.01%	1362
2025 Q1	$427	Hold	5	–	–	﹤0.01%	1302
2024 Q4	$487	Sell	5 -2	-29%	-$216	﹤0.01%	1248
2024 Q3	$796	Buy	7 +1	+17%	+$105	﹤0.01%	1149
2024 Q2	$590	Hold	6	–	–	﹤0.01%	1232
2024 Q1	$607	Hold	6	–	–	﹤0.01%	1224
2023 Q4	$667	Sell	6 -2	-25%	-$164	﹤0.01%	1130
2023 Q3	$594	Hold	8	–	–	﹤0.01%	1155
2023 Q2	$633	Hold	8	–	–	﹤0.01%	1072
2023 Q1	$610	Sell	8 -1	-11%	-$87	﹤0.01%	1085
2022 Q4	$706	Buy	9 +3	+50%	+$252	﹤0.01%	1095
2022 Q3	$1K	Buy	+6	New	+$612	﹤0.01%	944
2022 Q1	$0	Buy	+2	New	+$274	﹤0.01%	1378

Other funds holding WD

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

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 London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

SJS Investment Consulting's WD Position: Q2 2026 in Review

SJS Investment Consulting increased its Walker & Dunlop (WD) stake by 92% in Q2 2026, buying an estimated $1.72K and bringing the position to 71 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

SJS Investment Consulting first reported a position in WD in Q1 2022 and has held it in 16 quarters since. 99 funds tracked by Wall St. Rank hold WD as of Q2 2026.

SJS Investment Consulting held 71 shares of Walker & Dunlop worth $3.88K as of Q2 2026.
SJS Investment Consulting bought 34 Walker & Dunlop shares in Q2 2026, an estimated $1.72K.
Walker & Dunlop made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1484 holding.
SJS Investment Consulting first reported a position in Walker & Dunlop in Q1 2022 and has held it in 16 quarters since.
99 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.