EP Wealth Advisors, LLC's ownership history for WM


EP Wealth Advisors, LLC currently holds 147.5K shares with a market value of $33.8M. It started holding WM on 2024-09-30. At its peak, it held 147.5K shares on 2025-06-30. Its highest holding value was $33.8M on 2025-06-30. At its lowest, it held 16.5K shares on 2024-09-30, with a value of $3.4M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 130.3K.


EP Wealth Advisors, LLC's ownership history for WM