Vise Technologies
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Vise Technologies’s loanDepot LDI Stock Holding History

Vise Technologies’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
Q3 		$7.5K Buy
+12,694
New +$11.7K ﹤0.01% 2108

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Concurrent Investment Advisors
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Valeo Financial Advisors
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B. Riley Wealth Advisors
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Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Sincerus Advisory
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

Vise Technologies's LDI Position: Q3 2026 in Review

Vise Technologies opened a new position in loanDepot (LDI) in Q3 2026: 12,694 shares worth $7.5K. The stake represents ﹤0.01% of the portfolio and ranks #2108 among its holdings.

30 funds tracked by Wall St. Rank hold LDI as of Q3 2026.

  • Vise Technologies held 12,694 shares of loanDepot worth $7.5K as of Q3 2026.
  • loanDepot was a new Vise Technologies position in Q3 2026.
  • loanDepot made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #2108 holding.
  • 30 funds tracked by Wall St. Rank held loanDepot as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.