Wealth Enhancement Advisory Services
MATW icon

Wealth Enhancement Advisory Services’s Matthews International MATW Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MATW Stock Details MATW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.4K Buy
29,545
+382
+1% +$10.3K ﹤0.01% 3883
2026
Q1 		$59.6K Buy
29,163
+26,685
+1,077% +$700K ﹤0.01% 3406
2025
Q4 		$85.7K Sell
2,478
-32
-1% -$786 ﹤0.01% 3464
2025
Q3 		$59.2K Buy
+2,510
New +$61.6K ﹤0.01% 3406

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OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Matthews International (MATW) stake by 1.3% in Q2 2026, buying an estimated $10.3K and bringing the position to 29,545 shares worth $63.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3883.

Wealth Enhancement Advisory Services first reported a position in MATW in Q3 2025 and has held it in 4 quarters since. The position peaked at $85.7K in Q4 2025. 179 funds tracked by Wall St. Rank hold MATW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 29,545 shares of Matthews International worth $63.4K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 382 Matthews International shares in Q2 2026, an estimated $10.3K.
  • Matthews International made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3883 holding.
  • Wealth Enhancement Advisory Services first reported a position in Matthews International in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Matthews International position peaked at $85.7K in Q4 2025.
  • 179 funds tracked by Wall St. Rank held Matthews International as of Q2 2026.

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