TWD
TREE icon

True Wealth Design’s LendingTree TREE Stock Holding History

True Wealth Design’s Portfolio TREE Stock Details TREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.71K Buy
129
+68
+111% +$2.75K ﹤0.01% 1281
2026
Q1 		$2.62K Buy
61
+55
+917% +$2.63K ﹤0.01% 1432
2025
Q4 		$319 Buy
+6
New +$336 ﹤0.01% 2099
2025
Q2 		– Sell
-103
Closed -$5.18K – 2824
2025
Q1 		$5.18K Buy
103
+83
+415% +$3.7K ﹤0.01% 676
2024
Q4 		$775 Sell
20
-54
-73% -$2.59K ﹤0.01% 1005
2024
Q3 		$4.29K Buy
+74
New +$3.82K ﹤0.01% 593

Other funds holding TREE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
TM
Torren Management San Diego, California $197M AUM

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

True Wealth Design increased its LendingTree (TREE) stake by 111% in Q2 2026, buying an estimated $2.75K and bringing the position to 129 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

True Wealth Design first reported a position in TREE in Q3 2024 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

  • True Wealth Design held 129 shares of LendingTree worth $5.71K as of Q2 2026.
  • True Wealth Design bought 68 LendingTree shares in Q2 2026, an estimated $2.75K.
  • LendingTree made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1281 holding.
  • True Wealth Design first reported a position in LendingTree in Q3 2024 and has held it in 6 quarters since.
  • 14 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

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