UBS AM
WD icon

UBS AM’s Walker & Dunlop WD Stock Holding History

UBS AM’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 		$3.24M Sell
73,055
-30,674
-30% -$1.73M ﹤0.01% 1794
2025
Q4 		$6.24M Buy
103,729
+31,149
+43% +$2.21M ﹤0.01% 1345
2025
Q3 		$6.07M Sell
72,580
-58,304
-45% -$4.7M ﹤0.01% 1281
2025
Q2 		$9.22M Buy
130,884
+23,154
+21% +$1.67M ﹤0.01% 1398
2025
Q1 		$9.2M Buy
107,730
+7,470
+7% +$669K ﹤0.01% 1265
2024
Q4 		$9.75M Buy
100,260
+14,647
+17% +$1.59M ﹤0.01% 1259
2024
Q3 		$9.72M Buy
85,613
+328
+0.4% +$34.3K ﹤0.01% 1237
2024
Q2 		$8.37M Buy
85,285
+52,540
+160% +$5M ﹤0.01% 1216
2024
Q1 		$3.31M Hold
32,745
– – ﹤0.01% 1448
2023
Q4 		$3.64M Hold
32,745
– – ﹤0.01% 1405
2023
Q3 		$2.43M Buy
32,745
+1,388
+4% +$117K ﹤0.01% 1524
2023
Q2 		$2.39M Hold
31,357
– – ﹤0.01% 1567
2023
Q1 		$2.39M Buy
31,357
+1,952
+7% +$169K ﹤0.01% 1567
2022
Q4 		$2.31M Sell
29,405
-3,275
-10% -$275K ﹤0.01% 1469
2022
Q3 		$2.74M Sell
32,680
-5,672
-15% -$579K ﹤0.01% 1438
2022
Q2 		$3.69M Buy
38,352
+1,094
+3% +$121K ﹤0.01% 1328
2022
Q1 		$4.82M Buy
37,258
+412
+1% +$56.5K ﹤0.01% 1373
2021
Q4 		$5.56M Sell
36,846
-76
-0.2% -$10.6K ﹤0.01% 1369
2021
Q3 		$4.19M Buy
36,922
+4,277
+13% +$448K ﹤0.01% 1439
2021
Q2 		$3.41M Buy
32,645
+1,199
+4% +$126K ﹤0.01% 1580
2021
Q1 		$3.23M Sell
31,446
-2,846
-8% -$276K ﹤0.01% 1547
2020
Q4 		$3.16M Buy
34,292
+6,775
+25% +$502K ﹤0.01% 1494
2020
Q3 		$1.46M Sell
27,517
-293
-1% -$15.4K ﹤0.01% 1680
2020
Q2 		$1.41M Sell
27,810
-6,697
-19% -$274K ﹤0.01% 1659
2020
Q1 		$1.39M Sell
34,507
-1,550
-4% -$97.6K ﹤0.01% 1570
2019
Q4 		$2.33M Buy
36,057
+5,101
+16% +$323K ﹤0.01% 1527
2019
Q3 		$1.73M Buy
30,956
+3,194
+12% +$179K ﹤0.01% 1682
2019
Q2 		$1.48M Buy
27,762
+3,571
+15% +$189K ﹤0.01% 1736
2019
Q1 		$1.23M Buy
24,191
+4,404
+22% +$224K ﹤0.01% 1742
2018
Q4 		$856K Sell
19,787
-4,765
-19% -$219K ﹤0.01% 1817
2018
Q3 		$1.3M Hold
24,552
– – ﹤0.01% 1700
2018
Q2 		$1.37M Hold
24,552
– – ﹤0.01% 1688
2018
Q1 		$1.46M Buy
24,552
+8,869
+57% +$440K ﹤0.01% 1616
2017
Q4 		$745K Hold
15,683
– – ﹤0.01% 1846
2017
Q3 		$821K Buy
15,683
+506
+3% +$24.7K ﹤0.01% 1792
2017
Q2 		$741K Buy
15,177
+5,078
+50% +$237K ﹤0.01% 1770
2017
Q1 		$421K Hold
10,099
– – ﹤0.01% 1921
2016
Q4 		$315K Sell
10,099
-9,600
-49% -$269K ﹤0.01% 1930
2016
Q3 		$498K Hold
19,699
– – ﹤0.01% 1984
2016
Q2 		$449K Hold
19,699
– – ﹤0.01% 2007
2016
Q1 		$478K Sell
19,699
-1,500
-7% -$35.5K ﹤0.01% 1954
2015
Q4 		$611K Buy
21,199
+900
+4% +$26K ﹤0.01% 1947
2015
Q3 		$529K Hold
20,299
– – ﹤0.01% 1992
2015
Q2 		$543K Buy
20,299
+6,000
+42% +$133K ﹤0.01% 2021
2015
Q1 		$254K Buy
14,299
+600
+4% +$10.2K ﹤0.01% 2366
2014
Q4 		$240K Buy
13,699
+2,300
+20% +$36.6K ﹤0.01% 2373
2014
Q3 		$151K Hold
11,399
– – ﹤0.01% 2444
2014
Q2 		$161K Hold
11,399
– – ﹤0.01% 2460
2014
Q1 		$186K Hold
11,399
– – ﹤0.01% 2439
2013
Q4 		$184K Sell
11,399
-2,000
-15% -$28.7K ﹤0.01% 2396
2013
Q3 		$213K Hold
13,399
– – ﹤0.01% 2303
2013
Q2 		$234K Buy
+13,399
New +$243K ﹤0.01% 2174

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
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

UBS AM's WD Position: Q1 2026 in Review

UBS AM reduced its Walker & Dunlop (WD) stake by 30% in Q1 2026, selling an estimated $1.73M and leaving 73,055 shares worth $3.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

UBS AM first reported a position in WD in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.75M in Q4 2024. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • UBS AM held 73,055 shares of Walker & Dunlop worth $3.24M as of Q1 2026.
  • UBS AM sold 30,674 Walker & Dunlop shares in Q1 2026, an estimated $1.73M.
  • Walker & Dunlop made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1794 holding.
  • UBS AM first reported a position in Walker & Dunlop in Q2 2013 and has held it in 52 quarters since.
  • UBS AM's Walker & Dunlop position peaked at $9.75M in Q4 2024.
  • 254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.