Diversified Trust’s Western Digital WDC Stock Holding History

Diversified Trust’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	$3.27M	Buy	5,125 +150	+3%	+$72.9K	0.05%	181
2026 Q1	$1.35M	Buy	4,975 +116	+2%	+$30.3K	0.03%	357
2025 Q4	$837K	Buy	+4,859	New	+$737K	0.02%	498
2017 Q3	–	Sell	-23,455	Closed	-$1.57M	–	312
2017 Q2	$1.57M	Sell	23,455 -28,519	-55%	-$1.89M	0.13%	86
2017 Q1	$3.24M	Buy	51,974 +32,566	+168%	+$1.87M	0.25%	42
2016 Q4	$997K	Buy	+19,408	New	+$895K	0.08%	100
2016 Q3	–	Sell	-35,311	Closed	-$1.26M	–	362
2016 Q2	$1.26M	Sell	35,311 -3,936	-10%	-$130K	0.15%	145
2016 Q1	$1.4M	Buy	39,247 +2,644	+7%	+$94.6K	0.15%	142
2015 Q4	$1.66M	Buy	36,603 +4,401	+14%	+$225K	0.18%	131
2015 Q3	$1.93M	Sell	32,202 -27,254	-46%	-$1.64M	0.21%	118
2015 Q2	$3.52M	Buy	59,456 +19,912	+50%	+$1.43M	0.33%	60
2015 Q1	$2.72M	Buy	39,544 +8,024	+25%	+$628K	0.24%	95
2014 Q4	$2.64M	Buy	+31,520	New	+$2.38M	0.24%	92
2014 Q2	$1.85M	Buy	+26,460	New	+$1.77M	0.15%	165
2013 Q4	$1.88M	Sell	29,569 -2,183	-7%	-$122K	0.19%	96
2013 Q3	$1.52M	Buy	31,752 +5,524	+21%	+$273K	0.16%	129
2013 Q2	$1.23M	Buy	+26,228	New	+$1.15M	0.15%	137

Other funds holding WDC

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Diversified Trust's WDC Position: Q2 2026 in Review

Diversified Trust increased its Western Digital (WDC) stake by 3% in Q2 2026, buying an estimated $72.9K and bringing the position to 5,125 shares worth $3.27M. The position accounts for 0.05% of the portfolio, ranked #181.

Diversified Trust first reported a position in WDC in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.52M in Q2 2015. 302 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Diversified Trust held 5,125 shares of Western Digital worth $3.27M as of Q2 2026.
Diversified Trust bought 150 Western Digital shares in Q2 2026, an estimated $72.9K.
Western Digital made up 0.05% of Diversified Trust's portfolio in Q2 2026, its #181 holding.
Diversified Trust first reported a position in Western Digital in Q2 2013 and has held it in 17 quarters since.
Diversified Trust's Western Digital position peaked at $3.52M in Q2 2015.
302 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.