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EP Wealth Advisors’s WaFd WAFD Stock Holding History

EP Wealth Advisors’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$339K Sell
11,593
-525
-4% -$14.9K ﹤0.01% 946
2025
Q1 		$346K Buy
12,118
+690
+6% +$20.5K ﹤0.01% 847
2024
Q4 		$368K Buy
11,428
+1,444
+14% +$50.7K ﹤0.01% 788
2024
Q3 		$348K Buy
+9,984
New +$340K ﹤0.01% 806

Other funds holding WAFD

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EP Wealth Advisors's WAFD Position: Q2 2025 in Review

EP Wealth Advisors reduced its WaFd (WAFD) stake by 4.3% in Q2 2025, selling an estimated $14.9K and leaving 11,593 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

EP Wealth Advisors first reported a position in WAFD in Q3 2024 and has held it in 4 quarters since. The position peaked at $368K in Q4 2024. 255 funds tracked by Wall St. Rank hold WAFD as of Q2 2025.

  • EP Wealth Advisors held 11,593 shares of WaFd worth $339K as of Q2 2025.
  • EP Wealth Advisors sold 525 WaFd shares in Q2 2025, an estimated $14.9K.
  • WaFd made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #946 holding.
  • EP Wealth Advisors first reported a position in WaFd in Q3 2024 and has held it in 4 quarters since.
  • EP Wealth Advisors's WaFd position peaked at $368K in Q4 2024.
  • 255 funds tracked by Wall St. Rank held WaFd as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.