TWD
LPRO

True Wealth Design’s Open Lending Corp LPRO Stock Holding History

True Wealth Design’s Portfolio LPRO Stock Details LPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.23K Sell
2,646
-442
-14% -$903 ﹤0.01% 1137
2026
Q1 		$3.86K Sell
3,088
-162
-5% -$256 ﹤0.01% 1304
2025
Q4 		$5.04K Sell
3,250
-479
-13% -$850 ﹤0.01% 1083
2025
Q3 		$7.87K Hold
3,729
– – ﹤0.01% 920
2025
Q2 		$7.24K Buy
3,729
+3,702
+13,711% +$5.98K ﹤0.01% 684
2025
Q1 		$75 Buy
+27
New +$134 ﹤0.01% 2289

Other funds holding LPRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return

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

True Wealth Design reduced its Open Lending Corp (LPRO) stake by 14% in Q2 2026, selling an estimated $903 and leaving 2,646 shares worth $8.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

True Wealth Design first reported a position in LPRO in Q1 2025 and has held it in 6 quarters since. 150 funds tracked by Wall St. Rank hold LPRO as of Q2 2026.

  • True Wealth Design held 2,646 shares of Open Lending Corp worth $8.23K as of Q2 2026.
  • True Wealth Design sold 442 Open Lending Corp shares in Q2 2026, an estimated $903.
  • Open Lending Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1137 holding.
  • True Wealth Design first reported a position in Open Lending Corp in Q1 2025 and has held it in 6 quarters since.
  • 150 funds tracked by Wall St. Rank held Open Lending Corp as of Q2 2026.

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