Manager × security

Wilshire Advisors LLC LDI holdings history

Who else holds this security? →

LOANDEPOT INC -CLASS A · CUSIP 53946R106 · CIK 1616628

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Wilshire Advisors LLC reported 27.73K LDI (shares), valued at $34.66K, or 0.34% of its reported non-derivative portfolio. Filed 2026-07-27.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
0.34%
Shares
27.73K
27,727
Reported value
$34.66K
USD

Shares unchanged; reported value decreased 11.97%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20260.34%27,727SEC filing ↗Filed Jul 27, 2026
Q1 20260.40%27,727SEC filing ↗Filed May 27, 2026
Q4 20250.49%27,727SEC filing ↗Filed May 27, 2026
Q3 202543.95%5,524,652SEC filing ↗Filed Nov 14, 2025
Q2 20250.32%27,727SEC filing ↗Filed Aug 14, 2025
Q1 20251.71%27,727SEC filing ↗Filed May 15, 2025Amended
Q4 20240.01%19,828SEC filing ↗Filed Feb 14, 2025
Q3 20240.04%27,727SEC filing ↗Filed Nov 13, 2024
Q2 20240.02%27,727SEC filing ↗Filed Aug 14, 2024
Q1 20240.04%27,727SEC filing ↗Filed May 15, 2024
Q4 20230.05%27,727SEC filing ↗Filed Feb 14, 2024
Q3 20230.03%27,727SEC filing ↗Filed Nov 14, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20230.03%27,727$47.69KThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Nov 14, 2023
Q4 20230.05%27,727$97.60KShares unchanged; reported value increased 104.65%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 14, 2024
Q1 20240.04%27,727$71.81KShares unchanged; reported value decreased 26.42%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2024
Q2 20240.02%27,727$45.75KShares unchanged; reported value decreased 36.29%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2024
Q3 20240.04%27,727$74.00KShares unchanged; reported value increased 61.75%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 13, 2024
Q4 20240.01%19,828$40.00KShares decreased 28.49%; reported value decreased 45.95%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 14, 2025
Q1 20251.71%27,727$542.10KShares increased 39.84%; reported value increased 1255.24%, and weight changed +1.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2025
Q2 20250.32%27,727$35.21KShares unchanged; reported value decreased 93.50%, and weight changed -1.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2025
Q3 202543.95%5,524,652$16.96MShares increased 19825.17%; reported value increased 48064.60%, and weight changed +43.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 14, 2025
Q4 20250.49%27,727$57.40KShares decreased 99.50%; reported value decreased 99.66%, and weight changed -43.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 27, 2026
Q1 20260.40%27,727$39.37KShares unchanged; reported value decreased 31.40%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 27, 2026
Q2 20260.34%27,727$34.66KShares unchanged; reported value decreased 11.97%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 27, 2026
Wilshire Advisors LLC · LOANDEPOT INC -CLASS A

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1616628","quarter":"2026Q2","cusip":"53946R106"}

get_institutional_manager_history
{"cik":"1616628","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.