Toth Financial Advisory’s Walker & Dunlop WD Stock Holding History

Toth Financial Advisory’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	-100	Closed	-$8.36K	–	993
2025 Q3	$8.36K	Hold	100	–	–	﹤0.01%	547
2025 Q2	$7.05K	Hold	100	–	–	﹤0.01%	524
2025 Q1	$8.54K	Hold	100	–	–	﹤0.01%	471
2024 Q4	$9.72K	Hold	100	–	–	﹤0.01%	455
2024 Q3	$11.4K	Hold	100	–	–	﹤0.01%	442
2024 Q2	$9.82K	Hold	100	–	–	﹤0.01%	465
2024 Q1	$10.1K	Hold	100	–	–	﹤0.01%	457
2023 Q4	$11.1K	Hold	100	–	–	﹤0.01%	441
2023 Q3	$7.42K	Hold	100	–	–	﹤0.01%	476
2023 Q2	$7.91K	Hold	100	–	–	﹤0.01%	501
2023 Q1	$7.62K	Hold	100	–	–	﹤0.01%	496
2022 Q4	$7.85K	Hold	100	–	–	﹤0.01%	466
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	506
2022 Q2	$10K	Hold	100	–	–	﹤0.01%	444
2022 Q1	$13K	Hold	100	–	–	﹤0.01%	444
2021 Q4	$15K	Hold	100	–	–	﹤0.01%	440
2021 Q3	$11K	Hold	100	–	–	﹤0.01%	473
2021 Q2	$10K	Hold	100	–	–	﹤0.01%	459
2021 Q1	$10K	Buy	+100	New	+$9.71K	﹤0.01%	472

Other funds holding WD

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

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return