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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

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Quarterly reported holdings in Washington Federal by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $348k 10k 34.85

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Advisor Managed Portfolios Cornercap Fundam (FUNL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding Washington Federal

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
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Hanna Zanoni
Wells Fargo & Company
Geode Capital Management
American Century Companies
Macquarie Group
Charles Schwab Investment Management
Systematic Financial Management
Frontier Capital Management
Artisan Partners Limited Partnership
Northern Trust

View all funds holding Washington Federal