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	$652K	Sell	1,000 -29,000	-97%	-$14.1M	0.03%	407
2026 Q1	$75.5K	Buy	+30,000	New	+$7.83M	﹤0.01%	800

Other funds holding WDC

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 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

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. 428 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.
428 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.