Y-Intercept (HK)’s Walker & Dunlop WD Stock Holding History

Y-Intercept (HK)’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	-19,040	Closed	-$845K	–	2217
2026 Q1	$845K	Sell	19,040 -8,597	-31%	-$485K	0.02%	1092
2025 Q4	$1.66M	Sell	27,637 -3,788	-12%	-$269K	0.04%	711
2025 Q3	$2.63M	Buy	31,425 +18,186	+137%	+$1.46M	0.06%	462
2025 Q2	$933K	Buy	+13,239	New	+$956K	0.02%	970
2023 Q2	–	Sell	-3,211	Closed	-$245K	–	1766
2023 Q1	$245K	Sell	3,211 -4,567	-59%	-$396K	0.03%	865
2022 Q4	$610K	Sell	7,778 -2,744	-26%	-$230K	0.09%	358
2022 Q3	$881K	Buy	+10,522	New	+$1.07M	0.09%	332
2022 Q2	–	Sell	-1,698	Closed	-$220K	–	1221
2022 Q1	$220K	Buy	+1,698	New	+$233K	0.05%	582

Other funds holding WD

ERIC

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

DKCM

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Y-Intercept (HK)'s WD Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Walker & Dunlop (WD) in Q2 2026, closing a stake of 19,040 shares — an estimated $845K sold.

Y-Intercept (HK) first reported a position in WD in Q1 2022 and held it in 8 quarters. The position peaked at $2.63M in Q3 2025. 19 funds tracked by Wall St. Rank hold WD as of Q2 2026.

Y-Intercept (HK) reported no remaining Walker & Dunlop position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 19,040 Walker & Dunlop shares in Q2 2026, an estimated $845K.
Y-Intercept (HK) first reported a position in Walker & Dunlop in Q1 2022 and held it in 8 quarters.
Y-Intercept (HK)'s Walker & Dunlop position peaked at $2.63M in Q3 2025.
19 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.