Washington Federal shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Washington Federal (WAFD) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Washington Federal
Tip: Access up to 7 years of quarterly data
All positions including Washington Federal held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Washington Federal by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $339k | 12k | 29.28 |
| 2025-03-31 | $346k | 12k | 28.58 |
| 2024-12-31 | $368k | 11k | 32.24 |
| 2024-09-30 | $348k | 10k | 34.85 |