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WealthTrak Capital Management’s Walker & Dunlop WD Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-5
Closed -$353 – 879
2025
Q2 		$353 Buy
+5
New +$361 ﹤0.01% 736

Other funds holding WD

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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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthTrak Capital Management's WD Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Walker & Dunlop (WD) in Q3 2025, closing a stake of 5 shares — an estimated $353 sold.

WealthTrak Capital Management first reported a position in WD in Q2 2025 and held it in 1 quarter. The position peaked at $353 in Q2 2025. 283 funds tracked by Wall St. Rank hold WD as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Walker & Dunlop position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Walker & Dunlop shares in Q3 2025, an estimated $353.
  • WealthTrak Capital Management first reported a position in Walker & Dunlop in Q2 2025 and held it in 1 quarter.
  • WealthTrak Capital Management's Walker & Dunlop position peaked at $353 in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Walker & Dunlop as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.