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Wealthspire Advisors (New York)’s Walker & Dunlop WD Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-96
Closed -$8.03K – 2880
2025
Q3 		$8.03K Buy
+96
New +$7.73K ﹤0.01% 2130

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s WD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Walker & Dunlop (WD) in Q4 2025, closing a stake of 96 shares — an estimated $8.03K sold.

Wealthspire Advisors (New York) first reported a position in WD in Q3 2025 and held it in 1 quarter. The position peaked at $8.03K in Q3 2025. 277 funds tracked by Wall St. Rank hold WD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Walker & Dunlop position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 96 Walker & Dunlop shares in Q4 2025, an estimated $8.03K.
  • Wealthspire Advisors (New York) first reported a position in Walker & Dunlop in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Walker & Dunlop position peaked at $8.03K in Q3 2025.
  • 277 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.