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Weiss Asset Management’s Walker & Dunlop WD Stock Holding History

Weiss Asset 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
2024
Q4 		– Sell
-13,805
Closed -$1.57M – 890
2024
Q3 		$1.57M Buy
+13,805
New +$1.44M 0.03% 366

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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

Weiss Asset Management's WD Position: Q4 2024 in Review

Weiss Asset Management sold out of Walker & Dunlop (WD) in Q4 2024, closing a stake of 13,805 shares — an estimated $1.57M sold.

Weiss Asset Management first reported a position in WD in Q3 2024 and held it in 1 quarter. The position peaked at $1.57M in Q3 2024. 270 funds tracked by Wall St. Rank hold WD as of Q4 2024.

  • Weiss Asset Management reported no remaining Walker & Dunlop position as of Q4 2024 after selling out during the quarter.
  • Weiss Asset Management sold 13,805 Walker & Dunlop shares in Q4 2024, an estimated $1.57M.
  • Weiss Asset Management first reported a position in Walker & Dunlop in Q3 2024 and held it in 1 quarter.
  • Weiss Asset Management's Walker & Dunlop position peaked at $1.57M in Q3 2024.
  • 270 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2024.

Based on Weiss Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.