EWA
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EP Wealth Advisors’s loanDepot LDI Stock Holding History

EP Wealth Advisors’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
Q1 		$15.1K Buy
+10,622
New +$21.8K ﹤0.01% 1491
2024
Q4 		– Sell
-10,000
Closed -$27.3K – 1290
2024
Q3 		$27.3K Hold
10,000
– – ﹤0.01% 1171
2024
Q2 		$16.5K Buy
+10,000
New +$21.3K ﹤0.01% 851

Other funds holding LDI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

EP Wealth Advisors's LDI Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in loanDepot (LDI) in Q1 2026: 10,622 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #1491 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in LDI as recently as Q3 2024.

EP Wealth Advisors first reported a position in LDI in Q2 2024 and has held it in 3 quarters since. The position peaked at $27.3K in Q3 2024. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • EP Wealth Advisors held 10,622 shares of loanDepot worth $15.1K as of Q1 2026.
  • loanDepot was a new EP Wealth Advisors position in Q1 2026.
  • loanDepot made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1491 holding.
  • EP Wealth Advisors first reported a position in loanDepot in Q2 2024 and has held it in 3 quarters since.
  • EP Wealth Advisors's loanDepot position peaked at $27.3K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.