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World Investment Advisors’s Walker & Dunlop WD Stock Holding History

World Investment 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
2025
Q4 		– Sell
-2,956
Closed -$247K – 1554
2025
Q3 		$247K Hold
2,956
– – 0.01% 1077
2025
Q2 		$208K Hold
2,956
– – ﹤0.01% 1070
2025
Q1 		$252K Hold
2,956
– – 0.01% 926
2024
Q4 		$287K Hold
2,956
– – 0.01% 840
2024
Q3 		$336K Sell
2,956
-730
-20% -$76.4K 0.01% 701
2024
Q2 		$362K Buy
+3,686
New +$351K 0.02% 458

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

World Investment Advisors's WD Position: Q4 2025 in Review

World Investment Advisors sold out of Walker & Dunlop (WD) in Q4 2025, closing a stake of 2,956 shares — an estimated $247K sold.

World Investment Advisors first reported a position in WD in Q2 2024 and held it in 6 quarters. The position peaked at $362K in Q2 2024. 278 funds tracked by Wall St. Rank hold WD as of Q4 2025.

  • World Investment Advisors reported no remaining Walker & Dunlop position as of Q4 2025 after selling out during the quarter.
  • World Investment Advisors sold 2,956 Walker & Dunlop shares in Q4 2025, an estimated $247K.
  • World Investment Advisors first reported a position in Walker & Dunlop in Q2 2024 and held it in 6 quarters.
  • World Investment Advisors's Walker & Dunlop position peaked at $362K in Q2 2024.
  • 278 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.