Carter Financial Group’s Western Digital WDC Stock Holding History

Carter Financial Group’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	$243K	Buy	+380	New	+$185K	0.13%	110

Other funds holding WDC

ETC

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Carter Financial Group's WDC Position: Q2 2026 in Review

Carter Financial Group opened a new position in Western Digital (WDC) in Q2 2026: 380 shares worth $243K. The stake represents 0.13% of the portfolio and ranks #110 among its holdings.

762 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Carter Financial Group held 380 shares of Western Digital worth $243K as of Q2 2026.
Western Digital was a new Carter Financial Group position in Q2 2026.
Western Digital made up 0.13% of Carter Financial Group's portfolio in Q2 2026, its #110 holding.
762 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.