Wedmont Private Capital EWBC — EAST WEST BANCORP INC

Ownership history in Wedmont Private Capital  ·  10 quarters on record

AI Ownership Summary

Wedmont Private Capital reported EAST WEST BANCORP INC (EWBC) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows EWBC at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EWBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wedmont Private Capital's position in EAST WEST BANCORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EWBC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EWBC stock page Wedmont Private Capital fund profile Wedmont Private Capital full holdings
How Wedmont Private Capital held EWBC — position size vs. price
% of Fund (quarterly)    EWBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 4,261 +95 +2.3% 0.02% $488K 2026-04-09 $116.73
2025 Q4 ADDED — — — 4,166 +114 +2.8% 0.02% $485K 2026-01-08 $118.01
2025 Q3 ADDED — — — 4,052 +53 +1.3% 0.02% $433K 2025-10-08 $104.77
2025 Q2 REDUCED 10.2% +6.2% ❌ 3,999 -456 -10.2% 0.02% $429K 2025-07-10 $106.10
2025 Q1 REDUCED — — — 4,455 -56 -1.2% 0.02% $321K 2025-04-14 $72.49
2024 Q4 ADDED — — — 4,511 +292 +6.9% 0.02% $422K 2025-01-13 $92.62
2024 Q3 ADDED — — — 4,219 +927 +28.2% 0.02% $351K 2024-10-08 $80.06
2024 Q2 ADDED — — — 3,292 +264 +8.7% 0.02% $251K 2024-07-15 $74.08
2024 Q1 REDUCED — — — 3,028 -93 -3.0% 0.02% $231K 2024-04-10 $70.01
2023 Q4 INITIATED — — — 3,121 — — 0.02% $228K 2024-01-09 $68.48

🏢 Other funds also holding EWBC

As of 2026 Q1 — sorted by position size

Midway Capital Research & Management 3.95% Carmel Capital Management L.L.C. 3Y 3.85% JCSD Capital, LLC 3Y 7Y 2.95% RBA Wealth Management, LLC 3Y 2.31% MILLER HOWARD INVESTMENTS INC /NY 3Y 7Y 1.79% Palouse Capital Management, Inc. 3Y 7Y 1.36% ZWJ INVESTMENT COUNSEL INC 3Y 7Y 0.84% Vest Financial, LLC 3Y 0.6% MeadowBrook Investment Advisors LLC 0.48% VISIONARY HORIZONS, LLC 0.45%

FAQ About Wedmont Private Capital and EWBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wedmont Private Capital reported owning EWBC?

Wedmont Private Capital reported EWBC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EWBC position in Wedmont Private Capital's portfolio?

The largest reported portfolio weight for EWBC was 0.02% in 2024 Q4.

What is the latest reported EWBC position on this page?

The most recent filing on this page is 2026 Q1, when Wedmont Private Capital reported 4,261 shares, equal to 0.02% of portfolio, with an estimated market value of $488K.

What does the chart on this EWBC ownership page compare?

The chart compares Wedmont Private Capital's quarterly EWBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wedmont Private Capital time their EWBC position?

Based on 13F filing dates vs. subsequent EWBC price moves, Wedmont Private Capital correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on EWBC relative to SPY over the holding period was +11.2%.

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