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Cape Investment Advisory’s Western Digital WDC Stock Holding History

Cape Investment Advisory’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 		$242K Buy
+379
New +$184K 0.06% 207
2026
Q1 		– Sell
-191
Closed -$32.9K – 1214
2025
Q4 		$32.9K Buy
191
+119
+165% +$18K 0.01% 508
2025
Q3 		$8.64K Buy
72
+61
+555% +$4.99K 0.01% 435
2025
Q2 		$704 Buy
11
+5
+83% +$238 ﹤0.01% 1064
2025
Q1 		$243 Sell
6
-3
-33% -$142 ﹤0.01% 1045
2024
Q4 		$417 Buy
+9
New +$452 ﹤0.01% 1026

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cape Investment Advisory's WDC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Western Digital (WDC) in Q2 2026: 379 shares worth $242K. The stake represents 0.06% of the portfolio and ranks #207 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in WDC as recently as Q4 2025.

Cape Investment Advisory first reported a position in WDC in Q4 2024 and has held it in 6 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Cape Investment Advisory held 379 shares of Western Digital worth $242K as of Q2 2026.
  • Western Digital was a new Cape Investment Advisory position in Q2 2026.
  • Western Digital made up 0.06% of Cape Investment Advisory's portfolio in Q2 2026, its #207 holding.
  • Cape Investment Advisory first reported a position in Western Digital in Q4 2024 and has held it in 6 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.