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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's WDC Position: Q1 2026 in Review

Creative Planning increased its Western Digital (WDC) stake by 23% in Q1 2026, buying an estimated $6.47M and bringing the position to 131,649 shares worth $35.6M. The position accounts for 0.02% of the portfolio, ranked #278.

Creative Planning first reported a position in WDC in Q2 2013 and has held it in 52 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Creative Planning held 131,649 shares of Western Digital worth $35.6M as of Q1 2026.
Creative Planning bought 24,791 Western Digital shares in Q1 2026, an estimated $6.47M.
Western Digital made up 0.02% of Creative Planning's portfolio in Q1 2026, its #278 holding.
Creative Planning first reported a position in Western Digital in Q2 2013 and has held it in 52 quarters since.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.