Aprio Wealth Management
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Aprio Wealth Management’s Western Digital WDC Stock Holding History

Aprio Wealth Management’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
Q3 		$573K Buy
1,260
+72
+6% +$35K 0.03% 381
2026
Q2 		$759K Buy
1,188
+40
+3% +$19.4K 0.04% 280
2026
Q1 		$311K Buy
+1,148
New +$300K 0.02% 474

Other funds holding WDC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Aprio Wealth Management's WDC Position: Q3 2026 in Review

Aprio Wealth Management increased its Western Digital (WDC) stake by 6.1% in Q3 2026, buying an estimated $35K and bringing the position to 1,260 shares worth $573K. The position accounts for 0.03% of the portfolio, ranked #381.

Aprio Wealth Management first reported a position in WDC in Q1 2026 and has held it in 3 quarters since. The position peaked at $759K in Q2 2026. 905 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Aprio Wealth Management held 1,260 shares of Western Digital worth $573K as of Q3 2026.
  • Aprio Wealth Management bought 72 Western Digital shares in Q3 2026, an estimated $35K.
  • Western Digital made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #381 holding.
  • Aprio Wealth Management first reported a position in Western Digital in Q1 2026 and has held it in 3 quarters since.
  • Aprio Wealth Management's Western Digital position peaked at $759K in Q2 2026.
  • 905 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.