Brinker Capital Investments’s Western Digital WDC Stock Holding History

Brinker Capital Investments’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	$18.8M	Buy	29,372 +1,550	+6%	+$754K	0.14%	124
2026 Q1	$7.53M	Buy	27,822 +1,454	+6%	+$380K	0.06%	269
2025 Q4	$4.54M	Buy	26,368 +18,999	+258%	+$2.88M	0.03%	471
2025 Q3	$885K	Buy	+7,369	New	+$602K	0.01%	1293
2025 Q1	–	Sell	-7,430	Closed	-$335K	–	1985
2024 Q4	$335K	Sell	7,430 -1,061	-12%	-$53.3K	﹤0.01%	1506
2024 Q3	$438K	Sell	8,491 -4,947	-37%	-$250K	﹤0.01%	1382
2024 Q2	$770K	Buy	13,438 +7,412	+123%	+$411K	0.01%	1096
2024 Q1	$311K	Buy	+6,026	New	+$264K	﹤0.01%	1449
2020 Q1	–	Sell	-201	Closed	-$10K	–	760
2019 Q4	$10K	Hold	201	–	–	﹤0.01%	571
2019 Q3	$9K	Sell	201 -3,330	-94%	-$142K	﹤0.01%	587
2019 Q2	$127K	Buy	3,531 +3,306	+1,469%	+$113K	﹤0.01%	447
2019 Q1	$8K	Buy	+225	New	+$7.7K	﹤0.01%	675

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brinker Capital Investments's WDC Position: Q2 2026 in Review

Brinker Capital Investments increased its Western Digital (WDC) stake by 5.6% in Q2 2026, buying an estimated $754K and bringing the position to 29,372 shares worth $18.8M. The position accounts for 0.14% of the portfolio, ranked #124.

Brinker Capital Investments first reported a position in WDC in Q1 2019 and has held it in 12 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Brinker Capital Investments held 29,372 shares of Western Digital worth $18.8M as of Q2 2026.
Brinker Capital Investments bought 1,550 Western Digital shares in Q2 2026, an estimated $754K.
Western Digital made up 0.14% of Brinker Capital Investments's portfolio in Q2 2026, its #124 holding.
Brinker Capital Investments first reported a position in Western Digital in Q1 2019 and has held it in 12 quarters since.
1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.