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 Q2	$34.7K	Hold	27,727	–	–	0.34%	7
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	$475K	Buy	27,727 +7,899	+40%	+$12.8K	0.21%	11
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Wilshire Advisors's LDI Position: Q2 2026 in Review

Wilshire Advisors held its loanDepot (LDI) position steady in Q2 2026 at 27,727 shares worth $34.7K. The position accounts for 0.34% of the portfolio, ranked #7.

Wilshire Advisors first reported a position in LDI in Q4 2021 and has held it in 19 quarters since. The position peaked at $17M in Q3 2025. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

Wilshire Advisors held 27,727 shares of loanDepot worth $34.7K as of Q2 2026.
Wilshire Advisors left its loanDepot share count unchanged in Q2 2026.
loanDepot made up 0.34% of Wilshire Advisors's portfolio in Q2 2026, its #7 holding.
Wilshire Advisors first reported a position in loanDepot in Q4 2021 and has held it in 19 quarters since.
Wilshire Advisors's loanDepot position peaked at $17M in Q3 2025.
130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Wilshire Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.