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True Wealth Design’s loanDepot LDI Stock Holding History

True Wealth Design’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 		$25 Buy
+20
New +$27 ﹤0.01% 2627
2026
Q1 		– Sell
-281
Closed -$582 – 2785
2025
Q4 		$582 Hold
281
– – ﹤0.01% 1905
2025
Q3 		$863 Buy
+281
New +$649 ﹤0.01% 1804

Other funds holding LDI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

True Wealth Design's LDI Position: Q2 2026 in Review

True Wealth Design opened a new position in loanDepot (LDI) in Q2 2026: 20 shares worth $25. The stake represents ﹤0.01% of the portfolio and ranks #2627 among its holdings. This is a return to the name: True Wealth Design previously reported a position in LDI as recently as Q4 2025.

True Wealth Design first reported a position in LDI in Q3 2025 and has held it in 3 quarters since. The position peaked at $863 in Q3 2025. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • True Wealth Design held 20 shares of loanDepot worth $25 as of Q2 2026.
  • loanDepot was a new True Wealth Design position in Q2 2026.
  • loanDepot made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2627 holding.
  • True Wealth Design first reported a position in loanDepot in Q3 2025 and has held it in 3 quarters since.
  • True Wealth Design's loanDepot position peaked at $863 in Q3 2025.
  • 130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.