EP Wealth Advisors’s Workday WDAY Stock Holding History

EP Wealth Advisors’s Portfolio WDAY Stock Details WDAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$627K	Sell	4,824 -532	-10%	-$84.4K	﹤0.01%	809
2025 Q4	$1.15M	Buy	+5,356	New	+$1.22M	0.01%	584
2025 Q2	$1.4M	Buy	5,813 +1,803	+45%	+$439K	0.01%	494
2025 Q1	$936K	Sell	4,010 -44	-1%	-$11.2K	0.01%	522
2024 Q4	$1.05M	Buy	4,054 +340	+9%	+$86.9K	0.01%	486
2024 Q3	$908K	Buy	3,714 +1,262	+51%	+$298K	0.01%	517
2024 Q2	$548K	Sell	2,452 -247	-9%	-$59.5K	0.01%	515
2024 Q1	$736K	Sell	2,699 -305	-10%	-$86.8K	0.01%	435
2023 Q4	$829K	Buy	3,004 +124	+4%	+$29.5K	0.01%	400
2023 Q3	$619K	Sell	2,880 -646,832	-100%	-$150M	0.01%	417
2023 Q2	$623K	Buy	649,712 +647,193	+25,692%	+$130M	0.01%	421
2023 Q1	$389K	Sell	2,519 -432	-15%	-$78.6K	0.01%	442
2022 Q4	$494K	Buy	+2,951	New	+$460K	0.01%	380
2022 Q2	–	Sell	-1,260	Closed	-$302K	–	695
2022 Q1	$302K	Buy	+1,260	New	+$300K	0.01%	490
2018 Q2	–	Sell	-1,714	Closed	-$218K	–	217
2018 Q1	$218K	Buy	+1,714	New	+$210K	0.02%	193

Other funds holding WDAY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

EP Wealth Advisors's WDAY Position: Q1 2026 in Review

EP Wealth Advisors reduced its Workday (WDAY) stake by 9.9% in Q1 2026, selling an estimated $84.4K and leaving 4,824 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

EP Wealth Advisors first reported a position in WDAY in Q1 2018 and has held it in 15 quarters since. The position peaked at $1.4M in Q2 2025. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

EP Wealth Advisors held 4,824 shares of Workday worth $627K as of Q1 2026.
EP Wealth Advisors sold 532 Workday shares in Q1 2026, an estimated $84.4K.
Workday made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #809 holding.
EP Wealth Advisors first reported a position in Workday in Q1 2018 and has held it in 15 quarters since.
EP Wealth Advisors's Workday position peaked at $1.4M in Q2 2025.
935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.