Truist Financial
WD icon

Truist Financial’s Walker & Dunlop WD Stock Holding History

Truist Financial’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
-12,237
Closed -$1.04M – 2697
2025
Q1 		$1.04M Buy
12,237
+52
+0.4% +$4.66K ﹤0.01% 1499
2024
Q4 		$1.18M Buy
12,185
+10,117
+489% +$1.1M ﹤0.01% 1470
2024
Q3 		$235K Buy
2,068
+12
+0.6% +$1.26K ﹤0.01% 2269
2024
Q2 		$202K Hold
2,056
– – ﹤0.01% 2505
2024
Q1 		$208K Buy
2,056
+13
+0.6% +$1.25K ﹤0.01% 2473
2023
Q4 		$227K Buy
+2,043
New +$168K ﹤0.01% 2448
2022
Q4 		– Sell
-8,350
Closed -$699K – 2689
2022
Q3 		$699K Buy
+8,350
New +$852K ﹤0.01% 1653
2020
Q1 		– Sell
-8,660
Closed -$560K – 2585
2019
Q4 		$560K Buy
+8,660
New +$548K ﹤0.01% 1772

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Truist Financial's WD Position: Q2 2025 in Review

Truist Financial sold out of Walker & Dunlop (WD) in Q2 2025, closing a stake of 12,237 shares — an estimated $1.04M sold.

Truist Financial first reported a position in WD in Q4 2019 and held it in 8 quarters. The position peaked at $1.18M in Q4 2024. 284 funds tracked by Wall St. Rank hold WD as of Q2 2025.

  • Truist Financial reported no remaining Walker & Dunlop position as of Q2 2025 after selling out during the quarter.
  • Truist Financial sold 12,237 Walker & Dunlop shares in Q2 2025, an estimated $1.04M.
  • Truist Financial first reported a position in Walker & Dunlop in Q4 2019 and held it in 8 quarters.
  • Truist Financial's Walker & Dunlop position peaked at $1.18M in Q4 2024.
  • 284 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2025.

Based on Truist Financial's 13F filing for Q2 2025, filed 18 Jul 2025.