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Cooper Financial Group’s Western Digital WDC Stock Holding History

Cooper 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
Q3 		$798K Sell
1,756
-113
-6% -$54.9K 0.06% 196
2026
Q2 		$1.19M Sell
1,869
-374
-17% -$182K 0.1% 144
2026
Q1 		$607K Buy
2,243
+604
+37% +$158K 0.06% 230
2025
Q4 		$282K Buy
+1,639
New +$249K 0.03% 309

Other funds holding WDC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cooper Financial Group's WDC Position: Q3 2026 in Review

Cooper Financial Group reduced its Western Digital (WDC) stake by 6% in Q3 2026, selling an estimated $54.9K and leaving 1,756 shares worth $798K. The position accounts for 0.06% of the portfolio, ranked #196.

Cooper Financial Group first reported a position in WDC in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.19M in Q2 2026. 43 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Cooper Financial Group held 1,756 shares of Western Digital worth $798K as of Q3 2026.
  • Cooper Financial Group sold 113 Western Digital shares in Q3 2026, an estimated $54.9K.
  • Western Digital made up 0.06% of Cooper Financial Group's portfolio in Q3 2026, its #196 holding.
  • Cooper Financial Group first reported a position in Western Digital in Q4 2025 and has held it in 4 quarters since.
  • Cooper Financial Group's Western Digital position peaked at $1.19M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.