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KMT Wealth Management’s loanDepot LDI Stock Holding History

KMT Wealth 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 		$46.4K Buy
+37,108
New +$50K 0.04% 118

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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 22.96% 1-Year Est. Return

KMT Wealth Management's LDI Position: Q2 2026 in Review

KMT Wealth Management opened a new position in loanDepot (LDI) in Q2 2026: 37,108 shares worth $46.4K. The stake represents 0.04% of the portfolio and ranks #118 among its holdings.

35 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • KMT Wealth Management held 37,108 shares of loanDepot worth $46.4K as of Q2 2026.
  • loanDepot was a new KMT Wealth Management position in Q2 2026.
  • loanDepot made up 0.04% of KMT Wealth Management's portfolio in Q2 2026, its #118 holding.
  • 35 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on KMT Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.