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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
Q2 		– Sell
-13,940
Closed -$619K – 158
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealthedge Investment Advisors's WD Position: Q2 2026 in Review

Wealthedge Investment Advisors sold out of Walker & Dunlop (WD) in Q2 2026, closing a stake of 13,940 shares — an estimated $619K sold.

Wealthedge Investment Advisors first reported a position in WD in Q2 2025 and held it in 2 quarters. The position peaked at $619K in Q1 2026. 266 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Wealthedge Investment Advisors reported no remaining Walker & Dunlop position as of Q2 2026 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 13,940 Walker & Dunlop shares in Q2 2026, an estimated $619K.
  • Wealthedge Investment Advisors first reported a position in Walker & Dunlop in Q2 2025 and held it in 2 quarters.
  • Wealthedge Investment Advisors's Walker & Dunlop position peaked at $619K in Q1 2026.
  • 266 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.