Wilshire Advisors’s loanDepot LDI Stock Holding History

Wilshire Advisors’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 Q1	$39.4K	Hold	27,727	–	–	0.4%	6
2025 Q4	$57.4K	Sell	27,727 -5,496,925	-99%	-$15.3M	0.49%	7
2025 Q3	$17M	Buy	5,524,652 +5,496,925	+19,825%	+$12.7M	43.95%	1
2025 Q2	$35.2K	Hold	27,727	–	–	0.32%	6
2025 Q1	$542K	Buy	27,727 +7,899	+40%	+$12.8K	1.71%	10
2024 Q4	$40K	Sell	19,828 -7,899	-28%	-$17.6K	0.01%	10
2024 Q3	$74K	Hold	27,727	–	–	0.04%	9
2024 Q2	$45.7K	Hold	27,727	–	–	0.02%	10
2024 Q1	$71.8K	Hold	27,727	–	–	0.04%	10
2023 Q4	$97.6K	Hold	27,727	–	–	0.05%	10
2023 Q3	$47.7K	Hold	27,727	–	–	0.03%	10
2023 Q2	$58.8K	Hold	27,727	–	–	0.03%	9
2023 Q1	$44.6K	Sell	27,727 -19,828	-42%	-$41.5K	0.02%	9
2022 Q4	$78.5K	Hold	47,555	–	–	0.04%	11
2022 Q3	$62K	Hold	47,555	–	–	0.04%	11
2022 Q2	$69K	Hold	47,555	–	–	0.04%	11
2022 Q1	$197K	Hold	47,555	–	–	0.09%	9
2021 Q4	$228K	Buy	+47,555	New	+$278K	0.09%	14

Other funds holding LDI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return