VBA
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von Borstel & Associates’s Walker & Dunlop WD Stock Holding History

von Borstel & Associates’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
-282
Closed -$24K – 140
2025
Q1 		$24K Buy
+282
New +$25.2K 0.01% 107

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

von Borstel & Associates's WD Position: Q2 2025 in Review

von Borstel & Associates sold out of Walker & Dunlop (WD) in Q2 2025, closing a stake of 282 shares — an estimated $24K sold.

von Borstel & Associates first reported a position in WD in Q1 2025 and held it in 1 quarter. The position peaked at $24K in Q1 2025. 284 funds tracked by Wall St. Rank hold WD as of Q2 2025.

  • von Borstel & Associates reported no remaining Walker & Dunlop position as of Q2 2025 after selling out during the quarter.
  • von Borstel & Associates sold 282 Walker & Dunlop shares in Q2 2025, an estimated $24K.
  • von Borstel & Associates first reported a position in Walker & Dunlop in Q1 2025 and held it in 1 quarter.
  • von Borstel & Associates's Walker & Dunlop position peaked at $24K in Q1 2025.
  • 284 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2025.

Based on von Borstel & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.