Brandywine Oak Private Wealth’s Western Digital WDC Stock Holding History

Brandywine Oak Private Wealth’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 Q3	$285K	Buy	627 +127	+25%	+$61.7K	0.02%	200
2026 Q2	$319K	Buy	+500	New	+$243K	0.02%	193
2022 Q1	–	Sell	-5,160	Closed	-$254K	–	362
2021 Q4	$254K	Sell	5,160 -1,587	-24%	-$69K	0.03%	304
2021 Q3	$287K	Buy	+6,747	New	+$321K	0.03%	265

Other funds holding WDC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Brandywine Oak Private Wealth's WDC Position: Q3 2026 in Review

Brandywine Oak Private Wealth increased its Western Digital (WDC) stake by 25% in Q3 2026, buying an estimated $61.7K and bringing the position to 627 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #200.

Brandywine Oak Private Wealth first reported a position in WDC in Q3 2021 and has held it in 4 quarters since. The position peaked at $319K in Q2 2026. 984 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Brandywine Oak Private Wealth held 627 shares of Western Digital worth $285K as of Q3 2026.
Brandywine Oak Private Wealth bought 127 Western Digital shares in Q3 2026, an estimated $61.7K.
Western Digital made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #200 holding.
Brandywine Oak Private Wealth first reported a position in Western Digital in Q3 2021 and has held it in 4 quarters since.
Brandywine Oak Private Wealth's Western Digital position peaked at $319K in Q2 2026.
984 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.