Alteri Wealth’s Western Digital WDC Stock Holding History

Alteri Wealth’s Portfolio WDC Stock Details WDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2M	Sell	3,130 -1,035	-25%	-$503K	0.55%	33
2026 Q1	$1.13M	Sell	4,165 -1,590	-28%	-$415K	0.37%	60
2025 Q4	$991K	Sell	5,755 -3,472	-38%	-$526K	0.32%	70
2025 Q3	$1.11M	Sell	9,227 -1,833	-17%	-$150K	0.38%	60
2025 Q2	$708K	Buy	11,060 +3,594	+48%	+$171K	0.27%	95
2025 Q1	$302K	Sell	7,466 -866	-10%	-$41.1K	0.13%	179
2024 Q4	$376K	Buy	+8,332	New	+$419K	0.1%	156

Other funds holding WDC

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Alteri Wealth's WDC Position: Q2 2026 in Review

Alteri Wealth reduced its Western Digital (WDC) stake by 25% in Q2 2026, selling an estimated $503K and leaving 3,130 shares worth $2M. The position accounts for 0.55% of the portfolio, ranked #33.

Alteri Wealth first reported a position in WDC in Q4 2024 and has held it in 7 quarters since. 762 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Alteri Wealth held 3,130 shares of Western Digital worth $2M as of Q2 2026.
Alteri Wealth sold 1,035 Western Digital shares in Q2 2026, an estimated $503K.
Western Digital made up 0.55% of Alteri Wealth's portfolio in Q2 2026, its #33 holding.
Alteri Wealth first reported a position in Western Digital in Q4 2024 and has held it in 7 quarters since.
762 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.