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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
Q2 		$2.16M Buy
5,075
+817
+19% +$310K 0.01% 558
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

EP Wealth Advisors increased its Woodward (WWD) stake by 19% in Q2 2026, buying an estimated $310K and bringing the position to 5,075 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #558.

EP Wealth Advisors first reported a position in WWD in Q1 2022 and has held it in 16 quarters since. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • EP Wealth Advisors held 5,075 shares of Woodward worth $2.16M as of Q2 2026.
  • EP Wealth Advisors bought 817 Woodward shares in Q2 2026, an estimated $310K.
  • Woodward made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #558 holding.
  • EP Wealth Advisors first reported a position in Woodward in Q1 2022 and has held it in 16 quarters since.
  • 758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

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