Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Hope Bancorp HOPE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HOPE Stock Details HOPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$197K	Buy	70,257 +6,187	+10%	+$77.5K	﹤0.01%	3597
2026 Q1	$107K	Buy	64,070 +55,388	+638%	+$640K	﹤0.01%	3303
2025 Q4	$104K	Sell	8,682 -177	-2%	-$1.91K	﹤0.01%	3422
2025 Q3	$97.1K	Buy	+8,859	New	+$95.9K	﹤0.01%	3340
2025 Q2	–	Sell	-10,054	Closed	-$105K	–	3430
2025 Q1	$105K	Buy	+10,054	New	+$113K	﹤0.01%	2753

Other funds holding HOPE

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return