TWD
ESNT icon

True Wealth Design’s Essent Group ESNT Stock Holding History

True Wealth Design’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.1K Sell
250
-72
-22% -$4.36K ﹤0.01% 898
2026
Q1 		$18.8K Sell
322
-56
-15% -$3.42K 0.01% 741
2025
Q4 		$24.6K Buy
378
+114
+43% +$7.08K 0.01% 540
2025
Q3 		$16.8K Sell
264
-62
-19% -$3.77K 0.01% 667
2025
Q2 		$19.8K Sell
326
-382
-54% -$22K 0.01% 380
2025
Q1 		$40.9K Buy
708
+472
+200% +$26.8K 0.02% 229
2024
Q4 		$12.8K Buy
236
+172
+269% +$9.98K 0.01% 389
2024
Q3 		$4.12K Sell
64
-15,599
-100% -$954K ﹤0.01% 609
2024
Q2 		$880K Buy
15,663
+48
+0.3% +$2.67K 0.22% 54
2024
Q1 		$929K Sell
15,615
-256
-2% -$13.9K 0.23% 50
2023
Q4 		$837K Buy
+15,871
New +$776K 0.24% 59

Other funds holding ESNT

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIM
Groesbeck Investment Management Paramus, New Jersey $62.8M AUM 52.32% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return