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Dupree Financial Group’s Western Digital WDC Stock Holding History

Dupree Financial Group’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
Q3 		$3.67M Buy
+8,070
New +$3.92M 1.32% 33

Other funds holding WDC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Dupree Financial Group's WDC Position: Q3 2026 in Review

Dupree Financial Group opened a new position in Western Digital (WDC) in Q3 2026: 8,070 shares worth $3.67M. The stake represents 1.32% of the portfolio and ranks #33 among its holdings.

70 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Dupree Financial Group held 8,070 shares of Western Digital worth $3.67M as of Q3 2026.
  • Western Digital was a new Dupree Financial Group position in Q3 2026.
  • Western Digital made up 1.32% of Dupree Financial Group's portfolio in Q3 2026, its #33 holding.
  • 70 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.