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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SA
Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

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. 11 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.
  • 11 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.