WD — WALKER & DUNLOP INC COM

Ownership history in Mascoma Wealth Management LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Mascoma Wealth Management LLC reported a position in WALKER & DUNLOP INC COM (WD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2022 Q1)
Avg. % of fund
0.01%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 30 — 0% 0.00% $3K $81.49
2025 Q2 UNCHANGED 30 — 0% 0.00% $2K $68.14
2025 Q1 REDUCED 30 -507 -94.4% 0.00% $3K $81.78
2023 Q1 UNCHANGED 537 — 0% 0.01% $36K $68.87
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WD price (monthly, adj. close)

Other funds also holding WD

As of 2025 Q4 — sorted by position size

Conversant Capital LLC 3Y 4.81% Nixon Capital, LLC 3Y 1.82% QSV Equity Investors LLC 1.11% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.99% Tributary Capital Management, LLC 3Y 7Y 0.88% FIRST SABREPOINT CAPITAL MANAGEMENT LP 3Y 7Y 0.7% Kathmere Capital Management, LLC 3Y 0.56% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.55% Bayview Asset Management, LLC 3Y 7Y 0.42% Carson Advisory Inc. 3Y 0.38%
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