Annis Gardner Whiting Capital Advisors’s Western Digital WDC Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-146	Closed	-$39.5K	–	1246
2026 Q1	$39.5K	Buy	146 +65	+80%	+$17K	0.01%	616
2025 Q4	$14K	Buy	81 +32	+65%	+$4.85K	﹤0.01%	710
2025 Q3	$5.88K	Buy	49 +27	+123%	+$2.21K	﹤0.01%	772
2025 Q2	$1.41K	Buy	+22	New	+$1.05K	﹤0.01%	1021
2025 Q1	–	Sell	-9	Closed	-$418	–	830
2024 Q4	$418	Buy	+9	New	+$452	﹤0.01%	746
2024 Q3	–	Sell	-19	Closed	-$1.06K	–	954
2024 Q2	$1.06K	Buy	19 +10	+111%	+$555	﹤0.01%	886
2024 Q1	$478	Buy	+9	New	+$394	﹤0.01%	905

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's WDC Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Western Digital (WDC) in Q2 2026, closing a stake of 146 shares — an estimated $39.5K sold.

Annis Gardner Whiting Capital Advisors first reported a position in WDC in Q1 2024 and held it in 7 quarters. The position peaked at $39.5K in Q1 2026. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Western Digital position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 146 Western Digital shares in Q2 2026, an estimated $39.5K.
Annis Gardner Whiting Capital Advisors first reported a position in Western Digital in Q1 2024 and held it in 7 quarters.
Annis Gardner Whiting Capital Advisors's Western Digital position peaked at $39.5K in Q1 2026.
1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.