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

Other funds holding MATW

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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. 22 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.
  • 22 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.