Creative Planning
LDI icon

Creative Planning’s loanDepot LDI Stock Holding History

Creative Planning’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.7K Sell
11,729
-165,838
-93% -$224K ﹤0.01% 4209
2026
Q1 		$252K Buy
177,567
+74,120
+72% +$152K ﹤0.01% 3558
2025
Q4 		$214K Buy
103,447
+88,349
+585% +$245K ﹤0.01% 3494
2025
Q3 		$46.4K Buy
+15,098
New +$34.9K ﹤0.01% 3766

Other funds holding LDI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Creative Planning's LDI Position: Q2 2026 in Review

Creative Planning reduced its loanDepot (LDI) stake by 93% in Q2 2026, selling an estimated $224K and leaving 11,729 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4209.

Creative Planning first reported a position in LDI in Q3 2025 and has held it in 4 quarters since. The position peaked at $252K in Q1 2026. 129 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Creative Planning held 11,729 shares of loanDepot worth $14.7K as of Q2 2026.
  • Creative Planning sold 165,838 loanDepot shares in Q2 2026, an estimated $224K.
  • loanDepot made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4209 holding.
  • Creative Planning first reported a position in loanDepot in Q3 2025 and has held it in 4 quarters since.
  • Creative Planning's loanDepot position peaked at $252K in Q1 2026.
  • 129 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.