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Arete Wealth Advisors’s Western Digital WDC Stock Holding History

Arete Wealth 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
Q1 		– Sell
-3,944
Closed -$679K – 746
2025
Q4 		$679K Sell
3,944
-297
-7% -$45K 0.04% 364
2025
Q3 		$509K Buy
+4,241
New +$347K 0.03% 436
2018
Q3 		– Sell
-8,113
Closed -$475K – 393
2018
Q2 		$475K Buy
+8,113
New +$516K 0.11% 201

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arete Wealth Advisors's WDC Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Western Digital (WDC) in Q1 2026, closing a stake of 3,944 shares — an estimated $679K sold.

Arete Wealth Advisors first reported a position in WDC in Q2 2018 and held it in 3 quarters. The position peaked at $679K in Q4 2025. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Western Digital position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,944 Western Digital shares in Q1 2026, an estimated $679K.
  • Arete Wealth Advisors first reported a position in Western Digital in Q2 2018 and held it in 3 quarters.
  • Arete Wealth Advisors's Western Digital position peaked at $679K in Q4 2025.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.