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Westside Investment Management’s Walker & Dunlop WD Stock Holding History

Westside Investment 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
2026
Q2 		– Sell
-80
Closed -$3.56K – 1512
2026
Q1 		$3.56K Hold
80
– – ﹤0.01% 1271
2025
Q4 		$4.7K Hold
80
– – ﹤0.01% 1237
2025
Q3 		$6.76K Hold
80
– – ﹤0.01% 1221
2025
Q2 		$5.79K Buy
+80
New +$5.78K ﹤0.01% 1131

Other funds holding WD

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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 $3.37T AUM 44.26% 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 $5.96B AUM 38.5% 1-Year Est. Return

Westside Investment Management's WD Position: Q2 2026 in Review

Westside Investment Management sold out of Walker & Dunlop (WD) in Q2 2026, closing a stake of 80 shares — an estimated $3.56K sold.

Westside Investment Management first reported a position in WD in Q2 2025 and held it in 4 quarters. The position peaked at $6.76K in Q3 2025. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Westside Investment Management reported no remaining Walker & Dunlop position as of Q2 2026 after selling out during the quarter.
  • Westside Investment Management sold 80 Walker & Dunlop shares in Q2 2026, an estimated $3.56K.
  • Westside Investment Management first reported a position in Walker & Dunlop in Q2 2025 and held it in 4 quarters.
  • Westside Investment Management's Walker & Dunlop position peaked at $6.76K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.