EWA
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EverSource Wealth Advisors’s loanDepot LDI Stock Holding History

EverSource 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 		$893 Buy
714
+43
+6% +$58 ﹤0.01% 4002
2026
Q1 		$952 Buy
671
+536
+397% +$1.1K ﹤0.01% 3870
2025
Q4 		$279 Hold
135
– – ﹤0.01% 3981
2025
Q3 		$414 Buy
+135
New +$312 ﹤0.01% 3995

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

EverSource Wealth Advisors increased its loanDepot (LDI) stake by 6.4% in Q2 2026, buying an estimated $58 and bringing the position to 714 shares worth $893. The position accounts for ﹤0.01% of the portfolio, ranked #4002.

EverSource Wealth Advisors first reported a position in LDI in Q3 2025 and has held it in 4 quarters since. The position peaked at $952 in Q1 2026. 29 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • EverSource Wealth Advisors held 714 shares of loanDepot worth $893 as of Q2 2026.
  • EverSource Wealth Advisors bought 43 loanDepot shares in Q2 2026, an estimated $58.
  • loanDepot made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4002 holding.
  • EverSource Wealth Advisors first reported a position in loanDepot in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's loanDepot position peaked at $952 in Q1 2026.
  • 29 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.