EWA
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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
Q2 		$916K Buy
7,479
+2,655
+55% +$336K ﹤0.01% 781
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EP Wealth Advisors's WDAY Position: Q2 2026 in Review

EP Wealth Advisors increased its Workday (WDAY) stake by 55% in Q2 2026, buying an estimated $336K and bringing the position to 7,479 shares worth $916K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

EP Wealth Advisors first reported a position in WDAY in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.4M in Q2 2025. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • EP Wealth Advisors held 7,479 shares of Workday worth $916K as of Q2 2026.
  • EP Wealth Advisors bought 2,655 Workday shares in Q2 2026, an estimated $336K.
  • Workday made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #781 holding.
  • EP Wealth Advisors first reported a position in Workday in Q1 2018 and has held it in 16 quarters since.
  • EP Wealth Advisors's Workday position peaked at $1.4M in Q2 2025.
  • 914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.