Winton Group’s Walker & Dunlop WD Stock Holding History

Winton Group’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	-4,872	Closed	-$343K	–	1056
2025 Q2	$343K	Buy	+4,872	New	+$352K	0.02%	669
2023 Q2	–	Sell	-4,157	Closed	-$317K	–	1141
2023 Q1	$317K	Buy	4,157 +36	+0.9%	+$3.12K	0.02%	809
2022 Q4	$323K	Sell	4,121 -3,177	-44%	-$267K	0.02%	769
2022 Q3	$611K	Buy	7,298 +368	+5%	+$37.6K	0.04%	580
2022 Q2	$668K	Buy	6,930 +2,189	+46%	+$241K	0.04%	615
2022 Q1	$614K	Buy	4,741 +2,648	+127%	+$363K	0.03%	621
2021 Q4	$316K	Buy	+2,093	New	+$292K	0.02%	814
2020 Q4	–	Sell	-11,493	Closed	-$609K	–	1526
2020 Q3	$609K	Sell	11,493 -13,430	-54%	-$705K	0.02%	1031
2020 Q2	$1.27M	Sell	24,923 -30,085	-55%	-$1.23M	0.03%	866
2020 Q1	$2.21M	Buy	55,008 +33,822	+160%	+$2.13M	0.06%	543
2019 Q4	$1.37M	Buy	21,186 +3,258	+18%	+$206K	0.02%	942
2019 Q3	$1M	Buy	+17,928	New	+$1.01M	0.01%	826
2018 Q3	–	Sell	-15,007	Closed	-$835K	–	1152
2018 Q2	$835K	Sell	15,007 -6,592	-31%	-$380K	0.02%	485
2018 Q1	$1.28M	Buy	+21,599	New	+$1.07M	0.04%	423
2017 Q2	–	Sell	-14,185	Closed	-$591K	–	635
2017 Q1	$591K	Buy	+14,185	New	+$523K	0.02%	361

Other funds holding WD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 New York $871B AUM 31.28% 1-Year Est. Return