Wealth Enhancement Advisory Services
LDI icon

Wealth Enhancement Advisory Services’s loanDepot LDI Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-15,263
Closed -$22.3K – 4190
2026
Q1 		$22.3K Buy
+15,263
New +$31.4K ﹤0.01% 3491
2025
Q4 		– Sell
-10,613
Closed -$31.1K – 3737
2025
Q3 		$31.1K Buy
+10,613
New +$24.5K ﹤0.01% 3474

Other funds holding LDI

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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 $123B AUM 45.23% 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

Wealth Enhancement Advisory Services's LDI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of loanDepot (LDI) in Q2 2026, closing a stake of 15,263 shares — an estimated $22.3K sold.

Wealth Enhancement Advisory Services first reported a position in LDI in Q3 2025 and held it in 2 quarters. The position peaked at $31.1K in Q3 2025. 129 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining loanDepot position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 15,263 loanDepot shares in Q2 2026, an estimated $22.3K.
  • Wealth Enhancement Advisory Services first reported a position in loanDepot in Q3 2025 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's loanDepot position peaked at $31.1K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.