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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
Q2 		– Sell
-7
Closed -$311 – 1031
2026
Q1 		$311 Buy
+7
New +$395 ﹤0.01% 1010
2025
Q3 		– Sell
-7
Closed -$493 – 1153
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

Other funds holding WD

BlackRock
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

Whipplewood Advisors's WD Position: Q2 2026 in Review

Whipplewood Advisors sold out of Walker & Dunlop (WD) in Q2 2026, closing a stake of 7 shares — an estimated $311 sold.

Whipplewood Advisors first reported a position in WD in Q4 2024 and held it in 4 quarters. The position peaked at $680 in Q4 2024. 267 funds tracked by Wall St. Rank hold WD as of Q2 2026.

  • Whipplewood Advisors reported no remaining Walker & Dunlop position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 7 Walker & Dunlop shares in Q2 2026, an estimated $311.
  • Whipplewood Advisors first reported a position in Walker & Dunlop in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Walker & Dunlop position peaked at $680 in Q4 2024.
  • 267 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.