EP Wealth Advisors, LLC

Position in WWD — Woodward, Inc.

CIK 1540569 TORRANCE, CA

Position in WWD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,159,108

+$635,085 QoQ

Shares Held

5,075

+19.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#307

of 754 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Industrials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $162,361,459 across 21 Aerospace & Defense names. WWD ranks #11 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	213,999	$40,602,030
2	HONA	Honeywell Aerospace Inc.	170,113	$37,608,582
3	LMT	Lockheed Martin Corp	36,580	$18,636,046
4	GE	General Electric Co	45,321	$16,937,817
5	NOC	Northrop Grumman Corp /De/	22,630	$11,525,685
6	GD	General Dynamics Corp	19,229	$6,811,680
7	BA	Boeing Co	31,184	$6,750,400
8	LHX	L3harris Technologies, Inc. /De/	21,252	$6,175,618

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,159,108	5,075	+19.2%	Shares	Sole	2026-08-12
2026-03-31	$1,524,023	4,258	-3.5%	Shares	Sole	2026-05-14
2025-12-31	$1,334,440	4,414	+5.6%	Shares	Sole	2026-02-18
2025-06-30	$1,023,986	4,178	+1.8%	Shares	Sole	2025-08-14
2025-03-31	$749,303	4,106	-16.5%	Shares	Sole	2025-05-15
2024-12-31	$818,619	4,919	-0.3%	Shares	Sole	2025-02-14
2024-09-30	$846,573	4,936	-0.1%	Shares	Sole	2024-11-15
2024-06-30	$861,960	4,943	-7.4%	Shares	Sole	2024-08-19
2024-03-31	$822,846	5,339	-13.4%	Shares	Sole	2024-05-14
2023-12-31	$838,969	6,163	0.0%	Shares	Sole	2024-02-28
2023-09-30	$765,814	6,163	-34.3%	Shares	Sole	2023-11-24
2023-06-30	$1,114,900	9,376	+15.8%	Shares	Sole	2023-08-14
2023-03-31	$788,210	8,095	+93.2%	Shares	Sole	2023-06-05
2022-12-31	$404,795	4,190	-53.0%	Shares	Sole	2023-06-12
2022-06-30	$823,808	8,907	-0.2%	Shares	Sole	2022-08-11
2022-03-31	$1,115,071	8,927	—	Shares	Sole	2022-05-20
No filing history on record for this holder in this stock.