AWA
WDC icon

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
2025
Q4 		– Sell
-4,241
Closed -$509K – 764
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arete Wealth Advisors's WDC Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Western Digital (WDC) in Q4 2025, closing a stake of 4,241 shares — an estimated $509K sold.

Arete Wealth Advisors first reported a position in WDC in Q2 2018 and held it in 2 quarters. The position peaked at $509K in Q3 2025. 1,173 funds tracked by Wall St. Rank hold WDC as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Western Digital position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,241 Western Digital shares in Q4 2025, an estimated $509K.
  • Arete Wealth Advisors first reported a position in Western Digital in Q2 2018 and held it in 2 quarters.
  • Arete Wealth Advisors's Western Digital position peaked at $509K in Q3 2025.
  • 1,173 funds tracked by Wall St. Rank held Western Digital as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.