Vision Financial Markets’s Walker & Dunlop WD Stock Holding History

Vision Financial Markets’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 Q2	$2.34K	Hold	43	–	–	﹤0.01%	328
2026 Q1	$1.87K	Buy	43 +1	+2%	+$56	﹤0.01%	341
2025 Q4	$2.49K	Hold	42	–	–	﹤0.01%	308
2025 Q3	$3.43K	Buy	42 +1	+2%	+$81	﹤0.01%	316
2025 Q2	$2.87K	Hold	41	–	–	﹤0.01%	308
2025 Q1	$3.44K	Buy	+41	New	+$3.67K	﹤0.01%	284

Other funds holding WD

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

ERIC

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vision Financial Markets's WD Position: Q2 2026 in Review

Vision Financial Markets held its Walker & Dunlop (WD) position steady in Q2 2026 at 43 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Vision Financial Markets first reported a position in WD in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.44K in Q1 2025. 57 funds tracked by Wall St. Rank hold WD as of Q2 2026.

Vision Financial Markets held 43 shares of Walker & Dunlop worth $2.34K as of Q2 2026.
Vision Financial Markets left its Walker & Dunlop share count unchanged in Q2 2026.
Walker & Dunlop made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #328 holding.
Vision Financial Markets first reported a position in Walker & Dunlop in Q1 2025 and has held it in 6 quarters since.
Vision Financial Markets's Walker & Dunlop position peaked at $3.44K in Q1 2025.
57 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.