Creative Planning’s Western Digital WDC Stock Holding History

Creative Planning’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
2021 Q2	–	Sell	-397	Closed	-$11K	–	2607
2021 Q1	$11K	Hold	397	–	–	﹤0.01%	2474
2020 Q4	$8K	Buy	+397	New	+$13.2K	﹤0.01%	2242
2019 Q2	–	Sell	-1,455	Closed	-$8K	–	2131
2019 Q1	$8K	Buy	+1,455	New	+$49.8K	﹤0.01%	1899
2018 Q4	–	Sell	-3,043	Closed	-$11K	–	2120
2018 Q3	$11K	Buy	3,043 +1,455	+92%	+$73.7K	﹤0.01%	1987
2018 Q2	$9K	Buy	+1,588	New	+$101K	﹤0.01%	1959

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 $3.37T AUM 44.26% 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

Creative Planning's WDC Position: Q2 2026 in Review

Creative Planning increased its Western Digital (WDC) stake by 40% in Q2 2026, buying an estimated $25.5M and bringing the position to 184,095 shares worth $118M. The position accounts for 0.07% of the portfolio, ranked #130.

Creative Planning first reported a position in WDC in Q2 2013 and has held it in 53 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Creative Planning held 184,095 shares of Western Digital worth $118M as of Q2 2026.
Creative Planning bought 52,446 Western Digital shares in Q2 2026, an estimated $25.5M.
Western Digital made up 0.07% of Creative Planning's portfolio in Q2 2026, its #130 holding.
Creative Planning first reported a position in Western Digital in Q2 2013 and has held it in 53 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.