Wealth Enhancement Advisory Services
EWBC icon

Wealth Enhancement Advisory Services’s East-West Bancorp EWBC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio EWBC Stock Details EWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.55M Buy
82,955
+7,570
+10% +$930K 0.01% 750
2026
Q1 		$6.37M Buy
75,385
+21,598
+40% +$2.44M 0.01% 779
2025
Q4 		$6.36M Sell
53,787
-3,511
-6% -$373K 0.01% 906
2025
Q3 		$6.12M Buy
57,298
+2,182
+4% +$230K 0.01% 851
2025
Q2 		$6M Buy
55,116
+7,023
+15% +$622K 0.01% 826
2025
Q1 		$4.32M Buy
48,093
+3,460
+8% +$330K 0.01% 885
2024
Q4 		$4.27M Buy
44,633
+40,267
+922% +$3.95M 0.01% 856
2024
Q3 		$361K Buy
4,366
+760
+21% +$60.9K ﹤0.01% 2054
2024
Q2 		$264K Buy
3,606
+133
+4% +$9.86K ﹤0.01% 2072
2024
Q1 		$275K Sell
3,473
-1,530
-31% -$112K ﹤0.01% 1979
2023
Q4 		$360K Sell
5,003
-280
-5% -$16.9K ﹤0.01% 1705
2023
Q3 		$278K Buy
+5,283
New +$297K ﹤0.01% 1786

Other funds holding EWBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's EWBC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its East-West Bancorp (EWBC) stake by 10% in Q2 2026, buying an estimated $930K and bringing the position to 82,955 shares worth $8.55M. The position accounts for 0.01% of the portfolio, ranked #750.

Wealth Enhancement Advisory Services first reported a position in EWBC in Q3 2023 and has held it in 12 quarters since. 648 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 82,955 shares of East-West Bancorp worth $8.55M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,570 East-West Bancorp shares in Q2 2026, an estimated $930K.
  • East-West Bancorp made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #750 holding.
  • Wealth Enhancement Advisory Services first reported a position in East-West Bancorp in Q3 2023 and has held it in 12 quarters since.
  • 648 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.