Carson Advisory Inc. WD — WALKER & DUNLOP INC

Ownership history in Carson Advisory Inc.  ·  16 quarters on record

AI Ownership Summary

Carson Advisory Inc. reported WALKER & DUNLOP INC (WD) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.14% in 2023 Q4. The latest visible filing shows WD at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Carson Advisory Inc.'s position in WALKER & DUNLOP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WD was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.14% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WD stock page Carson Advisory Inc. fund profile Carson Advisory Inc. full holdings
How Carson Advisory Inc. held WD — position size vs. price
% of Fund (quarterly)    WD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 12,125 -600 -4.7% 0.38% $729K 2026-02-14 (Est.) $60.95
2025 Q3 ADDED — — — 12,725 +225 +1.8% 0.57% $1.1M 2025-11-06 $69.28
2025 Q2 REDUCED — — — 12,500 -100 -0.8% 0.56% $881K 2025-08-05 $73.61
2025 Q1 UNCHANGED — — — 12,600 — 0% 0.72% $1.1M 2025-05-02 $71.07
2024 Q4 REDUCED — — — 12,600 -150 -1.2% 0.85% $1.2M 2025-02-13 $81.89
2024 Q3 UNCHANGED — — — 12,750 — 0% 0.91% $1.4M 2024-11-01 $101.82
2024 Q2 REDUCED — — — 12,750 -350 -2.7% 0.88% $1.3M 2024-08-07 $93.36
2024 Q1 REDUCED — — — 13,100 -50 -0.4% 0.93% $1.3M 2024-05-03 $88.82
2023 Q4 REDUCED 6.1% -10.5% ✅ 13,150 -850 -6.1% 1.14% $1.5M 2024-02-06 $85.73
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WD

As of 2026 Q1 — sorted by position size

DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.61% Kathmere Capital Management, LLC 3Y 0.38% Verdence Capital Advisors LLC 3Y 0.29% Davidson Kahn Capital Management, LLC 0.12% ARGA Investment Management, LP 3Y 7Y 0.05% Counterpoint Mutual Funds LLC 3Y 0.05% AlphaQuest LLC 0.05% TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3Y 0.04% HARBOR CAPITAL ADVISORS, INC. 3Y 0.04% Y-Intercept (Hong Kong) Ltd 3Y 0.02%

FAQ About Carson Advisory Inc. and WD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Carson Advisory Inc. reported owning WD?

Carson Advisory Inc. reported WD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WD position in Carson Advisory Inc.'s portfolio?

The largest reported portfolio weight for WD was 1.14% in 2023 Q4.

What is the latest reported WD position on this page?

The most recent filing on this page is 2025 Q4, when Carson Advisory Inc. reported 12,125 shares, equal to 0.38% of portfolio, with an estimated market value of $729K.

What does the chart on this WD ownership page compare?

The chart compares Carson Advisory Inc.'s quarterly WD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Carson Advisory Inc. time their WD position?

Based on 13F filing dates vs. subsequent WD price moves, Carson Advisory Inc. correctly timed 5 out of 13 reported position changes (38%). The annualised alpha on WD relative to SPY over the holding period was -25.5%.

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