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Whipplewood Advisors’s East-West Bancorp EWBC Stock Holding History

Whipplewood Advisors’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 		$1.03K Sell
8
-41
-84% -$5.04K ﹤0.01% 542
2026
Q1 		$5.23K Buy
+49
New +$5.53K ﹤0.01% 602
2025
Q3 		– Sell
-54
Closed -$5.45K – 596
2025
Q2 		$5.45K Buy
54
+50
+1,250% +$4.43K ﹤0.01% 681
2025
Q1 		$3.5K Sell
4
-35
-90% -$3.34K ﹤0.01% 767
2024
Q4 		$3.73K Buy
+39
New +$3.83K ﹤0.01% 755

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

Whipplewood Advisors's EWBC Position: Q2 2026 in Review

Whipplewood Advisors reduced its East-West Bancorp (EWBC) stake by 84% in Q2 2026, selling an estimated $5.04K and leaving 8 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Whipplewood Advisors first reported a position in EWBC in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.45K in Q2 2025. 648 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Whipplewood Advisors held 8 shares of East-West Bancorp worth $1.03K as of Q2 2026.
  • Whipplewood Advisors sold 41 East-West Bancorp shares in Q2 2026, an estimated $5.04K.
  • East-West Bancorp made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #542 holding.
  • Whipplewood Advisors first reported a position in East-West Bancorp in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's East-West Bancorp position peaked at $5.45K in Q2 2025.
  • 648 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.