Dakota Wealth Management’s Western Digital WDC Stock Holding History

Dakota Wealth Management’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 Q2	$548K	Sell	858 -1,482	-63%	-$721K	0.01%	563
2026 Q1	$633K	Sell	2,340 -1,921	-45%	-$501K	0.01%	494
2025 Q4	$734K	Buy	4,261 +913	+27%	+$138K	0.01%	471
2025 Q3	$402K	Buy	3,348 +8	+0.2%	+$654	0.01%	513
2025 Q2	$214K	Buy	+3,340	New	+$159K	﹤0.01%	713
2025 Q1	–	Sell	-4,457	Closed	-$201K	–	806
2024 Q4	$201K	Sell	4,457 -11	-0.2%	-$553	﹤0.01%	715
2024 Q3	$231K	Buy	4,468 +13	+0.3%	+$657	0.01%	658
2024 Q2	$255K	Buy	4,455 +28	+0.6%	+$1.55K	0.01%	613
2024 Q1	$228K	Buy	+4,427	New	+$194K	0.01%	639

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

Dakota Wealth Management's WDC Position: Q2 2026 in Review

Dakota Wealth Management reduced its Western Digital (WDC) stake by 63% in Q2 2026, selling an estimated $721K and leaving 858 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #563.

Dakota Wealth Management first reported a position in WDC in Q1 2024 and has held it in 9 quarters since. The position peaked at $734K in Q4 2025. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Dakota Wealth Management held 858 shares of Western Digital worth $548K as of Q2 2026.
Dakota Wealth Management sold 1,482 Western Digital shares in Q2 2026, an estimated $721K.
Western Digital made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #563 holding.
Dakota Wealth Management first reported a position in Western Digital in Q1 2024 and has held it in 9 quarters since.
Dakota Wealth Management's Western Digital position peaked at $734K in Q4 2025.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.