BRWA
WDC icon

B. Riley Wealth Advisors’s Western Digital WDC Stock Holding History

B. Riley 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
Q2 		$1.44M Sell
2,206
-98
-4% -$47.7K 0.08% 228
2026
Q1 		$580K Sell
2,304
-559
-20% -$146K 0.04% 410
2025
Q4 		$493K Sell
2,863
-101
-3% -$15.3K 0.02% 524
2025
Q3 		$356K Buy
+2,964
New +$242K 0.02% 649
2024
Q4 		– Sell
-4,955
Closed -$252K – 1302
2024
Q3 		$252K Buy
4,955
+422
+9% +$21.3K 0.01% 1040
2024
Q2 		$260K Sell
4,533
-1,290
-22% -$71.6K 0.01% 1095
2024
Q1 		$201K Buy
5,823
+371
+7% +$16.2K 0.01% 1276
2023
Q4 		$216K Sell
5,452
-371
-6% -$13K 0.01% 1217
2023
Q3 		$201K Sell
5,823
-3,580
-38% -$113K 0.01% 1276
2023
Q2 		$270K Sell
9,403
-789
-8% -$21.9K 0.01% 1179
2023
Q1 		$290K Sell
10,192
-1,755
-15% -$51.5K 0.01% 1079
2022
Q4 		$285K Buy
11,947
+1,793
+18% +$47.3K 0.01% 1069
2022
Q3 		$251K Buy
10,154
+3,343
+49% +$111K 0.01% 1113
2022
Q2 		$231K Sell
6,811
-530
-7% -$21.3K 0.01% 984
2022
Q1 		$276K Sell
7,341
-1,109
-13% -$45.5K 0.01% 1056
2021
Q4 		$417K Buy
8,450
+1,402
+20% +$60.9K 0.01% 916
2021
Q3 		$304K Sell
7,048
-276
-4% -$13.1K 0.01% 1032
2021
Q2 		$394K Sell
7,324
-87
-1% -$4.71K 0.01% 894
2021
Q1 		$374K Sell
7,411
-150
-2% -$7.01K 0.01% 877
2020
Q4 		$319K Sell
7,561
-1,445
-16% -$48K 0.02% 722
2020
Q3 		$259K Sell
9,006
-852
-9% -$25.3K 0.01% 756
2020
Q2 		$330K Buy
9,858
+971
+11% +$31.5K 0.02% 599
2020
Q1 		$280K Buy
8,887
+2,050
+30% +$90.8K 0.02% 566
2019
Q4 		$329K Sell
6,837
-1,516
-18% -$63.2K 0.03% 562
2019
Q3 		$378K Sell
8,353
-323
-4% -$13.8K 0.04% 504
2019
Q2 		$312K Buy
+8,676
New +$297K 0.03% 549
2017
Q4 		– Sell
-5,366
Closed -$354K – 668
2017
Q3 		$354K Buy
5,366
+1,180
+28% +$78.3K 0.06% 338
2017
Q2 		$281K Sell
4,186
-926
-18% -$61.5K 0.05% 383
2017
Q1 		$320K Sell
5,112
-831
-14% -$47.7K 0.06% 319
2016
Q4 		$306K Sell
5,943
-2,556
-30% -$118K 0.06% 339
2016
Q3 		$377K Buy
8,499
+1,213
+17% +$45.7K 0.07% 335
2016
Q2 		$261K Buy
7,286
+975
+15% +$32.1K 0.05% 448
2016
Q1 		$226K Sell
6,311
-456
-7% -$16.3K 0.05% 437
2015
Q4 		$309K Sell
6,767
-2,362
-26% -$121K 0.06% 356
2015
Q3 		$549K Buy
9,129
+5,736
+169% +$345K 0.13% 214
2015
Q2 		$202K Buy
+3,393
New +$243K 0.05% 461
2015
Q1 		– Sell
-2,732
Closed -$228 – 1974
2014
Q4 		$228 Sell
2,732
-483
-15% -$36.5K ﹤0.01% 1317
2014
Q3 		$236K Sell
3,215
-642
-17% -$48.3K 0.06% 449
2014
Q2 		$269K Buy
+3,857
New +$259K 0.06% 353

Other funds holding WDC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

B. Riley Wealth Advisors's WDC Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Western Digital (WDC) stake by 4.3% in Q2 2026, selling an estimated $47.7K and leaving 2,206 shares worth $1.44M. The position accounts for 0.08% of the portfolio, ranked #228.

B. Riley Wealth Advisors first reported a position in WDC in Q2 2014 and has held it in 39 quarters since. 316 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • B. Riley Wealth Advisors held 2,206 shares of Western Digital worth $1.44M as of Q2 2026.
  • B. Riley Wealth Advisors sold 98 Western Digital shares in Q2 2026, an estimated $47.7K.
  • Western Digital made up 0.08% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #228 holding.
  • B. Riley Wealth Advisors first reported a position in Western Digital in Q2 2014 and has held it in 39 quarters since.
  • 316 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.