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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
Q2 		$13.3K Buy
10,655
+33
+0.3% +$44 ﹤0.01% 1709
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 $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 $3.37T AUM 44.26% 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

EP Wealth Advisors's LDI Position: Q2 2026 in Review

EP Wealth Advisors increased its loanDepot (LDI) stake by 0.31% in Q2 2026, buying an estimated $44 and bringing the position to 10,655 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

EP Wealth Advisors first reported a position in LDI in Q2 2024 and has held it in 4 quarters since. The position peaked at $27.3K in Q3 2024. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • EP Wealth Advisors held 10,655 shares of loanDepot worth $13.3K as of Q2 2026.
  • EP Wealth Advisors bought 33 loanDepot shares in Q2 2026, an estimated $44.
  • loanDepot made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1709 holding.
  • EP Wealth Advisors first reported a position in loanDepot in Q2 2024 and has held it in 4 quarters since.
  • EP Wealth Advisors's loanDepot position peaked at $27.3K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.