Envestnet Asset Management
LDI icon

Envestnet Asset Management’s loanDepot LDI Stock Holding History

Envestnet Asset Management’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 		$43.2K Sell
34,570
-2,838
-8% -$3.83K ﹤0.01% 4800
2026
Q1 		$53.1K Buy
37,408
+6,209
+20% +$12.8K ﹤0.01% 4668
2025
Q4 		$64.6K Sell
31,199
-3,838
-11% -$10.7K ﹤0.01% 4402
2025
Q3 		$108K Sell
35,037
-7,232
-17% -$16.7K ﹤0.01% 4419
2025
Q2 		$53.7K Sell
42,269
-14,125
-25% -$17.3K ﹤0.01% 4386
2025
Q1 		$67.1K Buy
56,394
+14,043
+33% +$22.8K ﹤0.01% 4278
2024
Q4 		$86.4K Sell
42,351
-12,239
-22% -$27.3K ﹤0.01% 4223
2024
Q3 		$149K Buy
54,590
+12,047
+28% +$28.5K ﹤0.01% 4067
2024
Q2 		$70.2K Buy
42,543
+16,968
+66% +$36.2K ﹤0.01% 4087
2024
Q1 		$66.2K Buy
25,575
+11,106
+77% +$29.8K ﹤0.01% 4091
2023
Q4 		$50.9K Buy
+14,469
New +$27.2K ﹤0.01% 3984
2023
Q2 		– Sell
-21,349
Closed -$23.4K – 4029
2023
Q1 		$23.4K Sell
21,349
-51,866
-71% -$109K ﹤0.01% 3915
2022
Q4 		$121K Buy
73,215
+6,227
+9% +$9.52K ﹤0.01% 3780
2022
Q3 		$88K Buy
66,988
+44,213
+194% +$72.6K ﹤0.01% 3756
2022
Q2 		$33K Buy
+22,775
New +$61.5K ﹤0.01% 3855

Other funds holding LDI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
WA
Wilshire Advisors Santa Monica, California $10.3M AUM 79.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SA
Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Envestnet Asset Management's LDI Position: Q2 2026 in Review

Envestnet Asset Management reduced its loanDepot (LDI) stake by 7.6% in Q2 2026, selling an estimated $3.83K and leaving 34,570 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4800.

Envestnet Asset Management first reported a position in LDI in Q2 2022 and has held it in 15 quarters since. The position peaked at $149K in Q3 2024. 29 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Envestnet Asset Management held 34,570 shares of loanDepot worth $43.2K as of Q2 2026.
  • Envestnet Asset Management sold 2,838 loanDepot shares in Q2 2026, an estimated $3.83K.
  • loanDepot made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4800 holding.
  • Envestnet Asset Management first reported a position in loanDepot in Q2 2022 and has held it in 15 quarters since.
  • Envestnet Asset Management's loanDepot position peaked at $149K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.