Smartleaf Asset Management’s Walker & Dunlop WD Stock Holding History

Smartleaf Asset Management’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 Q1	$12.1K	Sell	279 -211	-43%	-$11.9K	﹤0.01%	2223
2025 Q4	$29.8K	Sell	490 -143	-23%	-$10.2K	﹤0.01%	1816
2025 Q3	$52.6K	Buy	633 +24	+4%	+$1.93K	﹤0.01%	1379
2025 Q2	$43K	Sell	609 -114	-16%	-$8.23K	﹤0.01%	1228
2025 Q1	$60.7K	Sell	723 -28	-4%	-$2.51K	0.01%	1054
2024 Q4	$71.9K	Buy	751 +524	+231%	+$56.7K	0.01%	1006
2024 Q3	$25.4K	Buy	227 +20	+10%	+$2.09K	﹤0.01%	1220
2024 Q2	$19.9K	Buy	207 +126	+156%	+$12K	﹤0.01%	1039
2024 Q1	$8.16K	Buy	+81	New	+$7.78K	﹤0.01%	1066

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

Smartleaf Asset Management's WD Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Walker & Dunlop (WD) stake by 43% in Q1 2026, selling an estimated $11.9K and leaving 279 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

Smartleaf Asset Management first reported a position in WD in Q1 2024 and has held it in 9 quarters since. The position peaked at $71.9K in Q4 2024. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

Smartleaf Asset Management held 279 shares of Walker & Dunlop worth $12.1K as of Q1 2026.
Smartleaf Asset Management sold 211 Walker & Dunlop shares in Q1 2026, an estimated $11.9K.
Walker & Dunlop made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2223 holding.
Smartleaf Asset Management first reported a position in Walker & Dunlop in Q1 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Walker & Dunlop position peaked at $71.9K in Q4 2024.
254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.