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Whipplewood Advisors’s Hope Bancorp HOPE Stock Holding History

Whipplewood Advisors’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
2025
Q3 		– Sell
-47
Closed -$504 – 696
2025
Q2 		$504 Sell
47
-17
-27% -$171 ﹤0.01% 1117
2025
Q1 		$1.42K Sell
64
-24
-27% -$269 ﹤0.01% 952
2024
Q4 		$1.08K Buy
+88
New +$1.14K ﹤0.01% 1008

Other funds holding HOPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Whipplewood Advisors's HOPE Position: Q3 2025 in Review

Whipplewood Advisors sold out of Hope Bancorp (HOPE) in Q3 2025, closing a stake of 47 shares — an estimated $504 sold.

Whipplewood Advisors first reported a position in HOPE in Q4 2024 and held it in 3 quarters. The position peaked at $1.42K in Q1 2025. 237 funds tracked by Wall St. Rank hold HOPE as of Q3 2025.

  • Whipplewood Advisors reported no remaining Hope Bancorp position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 47 Hope Bancorp shares in Q3 2025, an estimated $504.
  • Whipplewood Advisors first reported a position in Hope Bancorp in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Hope Bancorp position peaked at $1.42K in Q1 2025.
  • 237 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.