CoreCap Advisors’s Western Digital WDC Stock Holding History

CoreCap Advisors’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	$860K	Sell	1,892 -1,970	-51%	-$958K	0.02%	415
2026 Q2	$2.47M	Buy	3,862 +1,826	+90%	+$888K	0.07%	220
2026 Q1	$551K	Sell	2,036 -8,657	-81%	-$2.26M	0.02%	492
2025 Q4	$1.84M	Sell	10,693 -3,695	-26%	-$560K	0.06%	254
2025 Q3	$1.73M	Buy	14,388 +13,764	+2,206%	+$1.12M	0.06%	259
2025 Q2	$39.9K	Buy	624 +496	+388%	+$23.6K	﹤0.01%	1338
2025 Q1	$5.18K	Sell	128 -373	-74%	-$17.7K	﹤0.01%	2085
2024 Q4	$22.6K	Sell	501 -344	-41%	-$17.3K	﹤0.01%	1490
2024 Q3	$43.6K	Buy	+845	New	+$42.7K	﹤0.01%	1248
2024 Q2	–	Sell	-759	Closed	-$39.2K	–	2594
2024 Q1	$39.2K	Sell	759 -34,981	-98%	-$1.53M	﹤0.01%	1205
2023 Q4	$1.41M	Buy	+35,740	New	+$1.25M	0.09%	207
2022 Q4	$1.14K	Buy	+48	New	+$1.27K	﹤0.01%	2030
2022 Q3	–	Sell	-2,631	Closed	-$89K	–	2093
2022 Q2	$89K	Buy	+2,631	New	+$106K	0.01%	738
2022 Q1	–	Sell	-115	Closed	-$6K	–	2098
2021 Q4	$6K	Buy	+115	New	+$5K	﹤0.01%	1724

Other funds holding WDC

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CoreCap Advisors's WDC Position: Q3 2026 in Review

CoreCap Advisors reduced its Western Digital (WDC) stake by 51% in Q3 2026, selling an estimated $958K and leaving 1,892 shares worth $860K. The position accounts for 0.02% of the portfolio, ranked #415.

CoreCap Advisors first reported a position in WDC in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.47M in Q2 2026. 385 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

CoreCap Advisors held 1,892 shares of Western Digital worth $860K as of Q3 2026.
CoreCap Advisors sold 1,970 Western Digital shares in Q3 2026, an estimated $958K.
Western Digital made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #415 holding.
CoreCap Advisors first reported a position in Western Digital in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's Western Digital position peaked at $2.47M in Q2 2026.
385 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.