Bailard’s Western Digital WDC Stock Holding History

Bailard’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	$1.09M	Buy	+4,040	New	+$1.05M	0.03%	311
2018 Q3	–	Sell	-48,571	Closed	-$2.84M	–	565
2018 Q2	$2.84M	Buy	+48,571	New	+$3.09M	0.17%	133
2016 Q1	–	Sell	-19,177	Closed	-$870K	–	357
2015 Q4	$870K	Sell	19,177 -13,041	-40%	-$666K	0.38%	96
2015 Q3	$1.94M	Buy	32,218 +516	+2%	+$31K	0.3%	57
2015 Q2	$1.88M	Buy	31,702 +1,221	+4%	+$87.5K	0.29%	60
2015 Q1	$2.1M	Sell	30,481 -607	-2%	-$47.5K	0.29%	62
2014 Q4	$2.6M	Buy	31,088 +630	+2%	+$47.6K	0.37%	44
2014 Q3	$2.24M	Sell	30,458 -1,405	-4%	-$106K	0.34%	44
2014 Q2	$2.22M	Buy	31,863 +790	+3%	+$53K	0.34%	46
2014 Q1	$2.16M	Buy	31,073 +17	+0.1%	+$1.11K	0.34%	48
2013 Q4	$1.97M	Buy	31,056 +1,319	+4%	+$73.7K	0.32%	48
2013 Q3	$1.43M	Buy	+29,737	New	+$1.47M	0.27%	67

Other funds holding WDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bailard's WDC Position: Q1 2026 in Review

Bailard opened a new position in Western Digital (WDC) in Q1 2026: 4,040 shares worth $1.09M. The stake represents 0.03% of the portfolio and ranks #311 among its holdings. This is a return to the name: Bailard previously reported a position in WDC as recently as Q2 2018.

Bailard first reported a position in WDC in Q3 2013 and has held it in 12 quarters since. The position peaked at $2.84M in Q2 2018. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Bailard held 4,040 shares of Western Digital worth $1.09M as of Q1 2026.
Western Digital was a new Bailard position in Q1 2026.
Western Digital made up 0.03% of Bailard's portfolio in Q1 2026, its #311 holding.
Bailard first reported a position in Western Digital in Q3 2013 and has held it in 12 quarters since.
Bailard's Western Digital position peaked at $2.84M in Q2 2018.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.