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Empowered Funds’s loanDepot LDI Stock Holding History

Empowered Funds’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
2025
Q3 		– Sell
-64,518
Closed -$81.9K – 1897
2025
Q2 		$81.9K Buy
64,518
+200
+0.3% +$245 ﹤0.01% 1726
2025
Q1 		$76.5K Sell
64,318
-180,871
-74% -$293K ﹤0.01% 1595
2024
Q4 		$500K Buy
245,189
+11,647
+5% +$26K 0.01% 1178
2024
Q3 		$638K Buy
233,542
+11,792
+5% +$27.9K 0.01% 1028
2024
Q2 		$366K Buy
221,750
+15,840
+8% +$33.8K 0.01% 1148
2024
Q1 		$533K Buy
205,910
+15,565
+8% +$41.8K 0.01% 1068
2023
Q4 		$670K Buy
190,345
+80,358
+73% +$151K 0.02% 915
2023
Q3 		$189K Buy
109,987
+9,006
+9% +$18.3K 0.01% 1158
2023
Q2 		$214K Buy
+100,981
New +$186K 0.01% 1061

Other funds holding LDI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WA
Wilshire Advisors Santa Monica, California $9.96M AUM 76.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Empowered Funds's LDI Position: Q3 2025 in Review

Empowered Funds sold out of loanDepot (LDI) in Q3 2025, closing a stake of 64,518 shares — an estimated $81.9K sold.

Empowered Funds first reported a position in LDI in Q2 2023 and held it in 9 quarters. The position peaked at $670K in Q4 2023. 124 funds tracked by Wall St. Rank hold LDI as of Q3 2025.

  • Empowered Funds reported no remaining loanDepot position as of Q3 2025 after selling out during the quarter.
  • Empowered Funds sold 64,518 loanDepot shares in Q3 2025, an estimated $81.9K.
  • Empowered Funds first reported a position in loanDepot in Q2 2023 and held it in 9 quarters.
  • Empowered Funds's loanDepot position peaked at $670K in Q4 2023.
  • 124 funds tracked by Wall St. Rank held loanDepot as of Q3 2025.

Based on Empowered Funds's 13F filing for Q3 2025, filed 13 Nov 2025.