EP Wealth Advisors’s Woodward WWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.52M	Sell	4,258 -156	-4%	-$56.2K	0.01%	543
2025 Q4	$1.33M	Buy	+4,414	New	+$1.21M	0.01%	538
2025 Q2	$1.02M	Buy	4,178 +72	+2%	+$14.7K	0.01%	560
2025 Q1	$749K	Sell	4,106 -813	-17%	-$150K	0.01%	569
2024 Q4	$819K	Sell	4,919 -17	-0.3%	-$2.9K	0.01%	558
2024 Q3	$847K	Sell	4,936 -7	-0.1%	-$1.17K	0.01%	534
2024 Q2	$862K	Sell	4,943 -396	-7%	-$67.4K	0.01%	422
2024 Q1	$823K	Sell	5,339 -824	-13%	-$116K	0.01%	414
2023 Q4	$839K	Hold	6,163	–	–	0.01%	398
2023 Q3	$766K	Sell	6,163 -3,213	-34%	-$401K	0.01%	377
2023 Q2	$728K	Buy	9,376 +1,281	+16%	+$136K	0.01%	384
2023 Q1	$390K	Buy	8,095 +3,905	+93%	+$393K	0.01%	441
2022 Q4	$405K	Buy	+4,190	New	+$387K	0.01%	420
2022 Q3	–	Sell	-8,907	Closed	-$824K	–	654
2022 Q2	$824K	Sell	8,907 -20	-0.2%	-$2.08K	0.02%	282
2022 Q1	$1.11M	Buy	+8,927	New	+$1.05M	0.02%	258

Other funds holding WWD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Eagle Capital Management (New York)

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return