Venturi Wealth Management’s Walker & Dunlop WD Stock Holding History

Venturi Wealth 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
2025 Q1	–	Sell	-2,091	Closed	-$203K	–	1833
2024 Q4	$203K	Buy	2,091 +66	+3%	+$7.14K	0.01%	540
2024 Q3	$230K	Hold	2,025	–	–	0.01%	430
2024 Q2	$199K	Hold	2,025	–	–	0.01%	412
2024 Q1	$205K	Buy	2,025 +200	+11%	+$19.2K	0.01%	346
2023 Q4	$203K	Hold	1,825	–	–	0.01%	345
2023 Q3	$135K	Buy	1,825 +100	+6%	+$8.45K	0.01%	370
2023 Q2	$136K	Sell	1,725 -300	-15%	-$21.7K	0.01%	344
2023 Q1	$154K	Buy	+2,025	New	+$176K	0.01%	354
2022 Q2	–	Sell	-2,025	Closed	-$262K	–	357
2022 Q1	$262K	Hold	2,025	–	–	0.02%	298
2021 Q4	$306K	Buy	+2,025	New	+$282K	0.02%	287

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's WD Position: Q1 2025 in Review

Venturi Wealth Management sold out of Walker & Dunlop (WD) in Q1 2025, closing a stake of 2,091 shares — an estimated $203K sold.

Venturi Wealth Management first reported a position in WD in Q4 2021 and held it in 10 quarters. The position peaked at $306K in Q4 2021. 292 funds tracked by Wall St. Rank hold WD as of Q1 2025.

Venturi Wealth Management reported no remaining Walker & Dunlop position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 2,091 Walker & Dunlop shares in Q1 2025, an estimated $203K.
Venturi Wealth Management first reported a position in Walker & Dunlop in Q4 2021 and held it in 10 quarters.
Venturi Wealth Management's Walker & Dunlop position peaked at $306K in Q4 2021.
292 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.