True Wealth Design
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
Q3 		$14.5K Hold
250
– – ﹤0.01% 933
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% +$10K 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

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

True Wealth Design's ESNT Position: Q3 2026 in Review

True Wealth Design held its Essent Group (ESNT) position steady in Q3 2026 at 250 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

True Wealth Design first reported a position in ESNT in Q4 2023 and has held it in 12 quarters since. The position peaked at $929K in Q1 2024. 53 funds tracked by Wall St. Rank hold ESNT as of Q3 2026.

  • True Wealth Design held 250 shares of Essent Group worth $14.5K as of Q3 2026.
  • True Wealth Design left its Essent Group share count unchanged in Q3 2026.
  • Essent Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #933 holding.
  • True Wealth Design first reported a position in Essent Group in Q4 2023 and has held it in 12 quarters since.
  • True Wealth Design's Essent Group position peaked at $929K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held Essent Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.