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Xponance’s Walker & Dunlop WD Stock Holding History

Xponance’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
-2,590
Closed -$217K – 1613
2025
Q3 		$217K Buy
+2,590
New +$209K ﹤0.01% 1329
2025
Q2 		– Sell
-2,423
Closed -$207K – 1545
2025
Q1 		$207K Buy
2,423
+115
+5% +$10.3K ﹤0.01% 1255
2024
Q4 		$224K Buy
2,308
+201
+10% +$21.8K ﹤0.01% 1252
2024
Q3 		$239K Buy
+2,107
New +$221K ﹤0.01% 1160
2024
Q1 		– Sell
-1,929
Closed -$214K – 1324
2023
Q4 		$214K Buy
+1,929
New +$158K ﹤0.01% 1138
2022
Q1 		– Sell
-1,386
Closed -$209K – 1193
2021
Q4 		$209K Buy
+1,386
New +$193K ﹤0.01% 1118

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return