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Loandepot shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Loandepot (LDI) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Loandepot

Tip: Access up to 7 years of quarterly data

All positions including Loandepot held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Loandepot by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $15k 11k 1.42
2024-09-30 $27k 10k 2.73
2024-06-30 $17k 10k 1.65

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View all positions for EP Wealth Advisors

Top funds holding Loandepot

BlackRock
Vanguard Group
Vanguard Capital Management
Geode Capital Management
Charles Schwab Investment Management
Knightsbridge Asset Management
UBS Group
Allianz Asset Management
Susquehanna International
Goldman Sachs Group
Daniel D. Thurber
State Street Corporation
Millennium Management
Vanguard Portfolio Management
Vanguard Fiduciary Trust

View all funds holding Loandepot