Creative Planning
WDC icon

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
2014
Q2 		– Sell
-1,323
Closed -$1K – 3979
2014
Q1 		$1K Buy
+1,323
New +$86.4K ﹤0.01% 3533

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
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.