Empowered Funds’s LendingTree TREE Stock Holding History

Empowered Funds’s Portfolio TREE Stock Details TREE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Buy	+25,105	New	+$1.01M	0.01%	1430
2025 Q3	–	Sell	-11,398	Closed	-$423K	–	1946
2025 Q2	$423K	Sell	11,398 -172	-1%	-$6.95K	﹤0.01%	1381
2025 Q1	$582K	Sell	11,570 -25,376	-69%	-$1.13M	0.01%	1163
2024 Q4	$1.43M	Buy	36,946 +1,728	+5%	+$82.8K	0.02%	863
2024 Q3	$2.04M	Buy	35,218 +1,742	+5%	+$90K	0.03%	671
2024 Q2	$1.39M	Buy	33,476 +2,340	+8%	+$98.7K	0.02%	749
2024 Q1	$1.32M	Buy	31,136 +2,275	+8%	+$79.6K	0.02%	756
2023 Q4	$875K	Buy	28,861 +2,496	+9%	+$45.2K	0.02%	817
2023 Q3	$409K	Buy	+26,365	New	+$534K	0.01%	980
2018 Q3	–	Sell	-6,036	Closed	-$1.27M	–	120
2018 Q2	$1.27M	Buy	6,036 +2,743	+83%	+$761K	0.4%	89
2018 Q1	$1.09M	Buy	3,293 +107	+3%	+$38.5K	0.4%	85
2017 Q4	$1.08M	Sell	3,186 -22	-0.7%	-$6.25K	0.54%	46
2017 Q3	$784K	Buy	+3,208	New	+$692K	0.51%	73

Other funds holding TREE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Empowered Funds's TREE Position: Q2 2026 in Review

Empowered Funds opened a new position in LendingTree (TREE) in Q2 2026: 25,105 shares worth $1.11M. The stake represents 0.01% of the portfolio and ranks #1430 among its holdings. This is a return to the name: Empowered Funds previously reported a position in TREE as recently as Q2 2025.

Empowered Funds first reported a position in TREE in Q3 2017 and has held it in 13 quarters since. The position peaked at $2.04M in Q3 2024. 190 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

Empowered Funds held 25,105 shares of LendingTree worth $1.11M as of Q2 2026.
LendingTree was a new Empowered Funds position in Q2 2026.
LendingTree made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1430 holding.
Empowered Funds first reported a position in LendingTree in Q3 2017 and has held it in 13 quarters since.
Empowered Funds's LendingTree position peaked at $2.04M in Q3 2024.
190 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.