WA
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Whipplewood Advisors’s Walker & Dunlop WD Stock Holding History

Whipplewood 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
Q1 		$311 Buy
+7
New +$395 ﹤0.01% 1010
2025
Q3 		– Sell
-7
Closed -$493 – 1155
2025
Q2 		$493 Sell
7
-24
-77% -$1.73K ﹤0.01% 1121
2025
Q1 		$598 Buy
31
+24
+343% +$2.15K ﹤0.01% 1106
2024
Q4 		$680 Buy
+7
New +$758 ﹤0.01% 1075

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VPM
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return