Cresset Asset Management’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.45M Buy
2,266
+1,294
+133% +$629K 0.01% 764
2026
Q1
$263K Sell
972
-1,509
-61% -$394K ﹤0.01% 1335
2025
Q4
$427K Sell
2,481
-1,591
-39% -$241K ﹤0.01% 1138
2025
Q3
$489K Buy
+4,072
New +$333K ﹤0.01% 1029
2024
Q4
Sell
-26,616
Closed -$1.37M 2233
2024
Q3
$1.37M Buy
26,616
+5,128
+24% +$259K 0.01% 999
2024
Q2
$1.23M Buy
21,488
+3,018
+16% +$167K 0.01% 955
2024
Q1
$953K Buy
18,470
+497
+3% +$21.8K ﹤0.01% 1007
2023
Q4
$711K Sell
17,973
-798
-4% -$27.9K ﹤0.01% 1041
2023
Q3
$647K Buy
18,771
+2,772
+17% +$87.4K ﹤0.01% 1044
2023
Q2
$459K Buy
+15,999
New +$445K ﹤0.01% 1326
2019
Q2
Sell
-1,769
Closed -$65K 1704
2019
Q1
$65K Buy
1,769
+1,166
+193% +$39.9K ﹤0.01% 699
2018
Q4
$18K Buy
+603
New +$21.4K ﹤0.01% 734

Other funds holding WDC

Cresset Asset Management's WDC Position: Q2 2026 in Review

Cresset Asset Management increased its Western Digital (WDC) stake by 133% in Q2 2026, buying an estimated $629K and bringing the position to 2,266 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #764.

Cresset Asset Management first reported a position in WDC in Q4 2018 and has held it in 12 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Cresset Asset Management held 2,266 shares of Western Digital worth $1.45M as of Q2 2026.
  • Cresset Asset Management bought 1,294 Western Digital shares in Q2 2026, an estimated $629K.
  • Western Digital made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #764 holding.
  • Cresset Asset Management first reported a position in Western Digital in Q4 2018 and has held it in 12 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.