Northwestern Mutual Wealth Management
LDI icon

Northwestern Mutual Wealth Management’s loanDepot LDI Stock Holding History

Northwestern Mutual 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
Q1 		– Sell
-8,100
Closed -$16.8K – 4324
2025
Q4 		$16.8K Buy
+8,100
New +$22.5K ﹤0.01% 2815
2024
Q3 		– Sell
-430
Closed -$710 – 3736
2024
Q2 		$710 Buy
430
+30
+8% +$64 ﹤0.01% 3248
2024
Q1 		$1.04K Hold
400
– – ﹤0.01% 3175
2023
Q4 		$1.41K Buy
+400
New +$752 ﹤0.01% 3112

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

Northwestern Mutual Wealth Management's LDI Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of loanDepot (LDI) in Q1 2026, closing a stake of 8,100 shares — an estimated $16.8K sold.

Northwestern Mutual Wealth Management first reported a position in LDI in Q4 2023 and held it in 4 quarters. The position peaked at $16.8K in Q4 2025. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining loanDepot position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 8,100 loanDepot shares in Q1 2026, an estimated $16.8K.
  • Northwestern Mutual Wealth Management first reported a position in loanDepot in Q4 2023 and held it in 4 quarters.
  • Northwestern Mutual Wealth Management's loanDepot position peaked at $16.8K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.