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Wealthedge Investment Advisors’s Walker & Dunlop WD Stock Holding History

Wealthedge Investment Advisors’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 		$619K Buy
+13,940
New +$786K 0.23% 90
2025
Q3 		– Sell
-6,081
Closed -$429K – 160
2025
Q2 		$429K Buy
+6,081
New +$439K 0.18% 105

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

Wealthedge Investment Advisors's WD Position: Q1 2026 in Review

Wealthedge Investment Advisors opened a new position in Walker & Dunlop (WD) in Q1 2026: 13,940 shares worth $619K. The stake represents 0.23% of the portfolio and ranks #90 among its holdings. This is a return to the name: Wealthedge Investment Advisors previously reported a position in WD as recently as Q2 2025.

Wealthedge Investment Advisors first reported a position in WD in Q2 2025 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold WD as of Q1 2026.

  • Wealthedge Investment Advisors held 13,940 shares of Walker & Dunlop worth $619K as of Q1 2026.
  • Walker & Dunlop was a new Wealthedge Investment Advisors position in Q1 2026.
  • Walker & Dunlop made up 0.23% of Wealthedge Investment Advisors's portfolio in Q1 2026, its #90 holding.
  • Wealthedge Investment Advisors first reported a position in Walker & Dunlop in Q2 2025 and has held it in 2 quarters since.
  • 254 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.