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Ellevest Inc’s Western Digital WDC Stock Holding History

Ellevest Inc’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 		$1.24M Sell
1,936
-196
-9% -$95.3K 0.15% 103
2026
Q1 		$577K Buy
2,132
+923
+76% +$241K 0.08% 182
2025
Q4 		$208K Buy
+1,209
New +$183K 0.03% 404
2023
Q2 		– Sell
-422
Closed -$12K – 1620
2023
Q1 		$12K Buy
422
+132
+46% +$3.87K ﹤0.01% 986
2022
Q4 		$6.91K Sell
290
-127
-30% -$3.35K ﹤0.01% 1113
2022
Q3 		$10K Buy
417
+289
+226% +$9.59K ﹤0.01% 1008
2022
Q2 		$4K Sell
128
-2,038
-94% -$81.8K ﹤0.01% 1074
2022
Q1 		$81K Sell
2,166
-626
-22% -$25.7K 0.01% 442
2021
Q4 		$138K Buy
2,792
+1,100
+65% +$47.8K 0.01% 347
2021
Q3 		$72K Buy
1,692
+369
+28% +$17.5K 0.01% 419
2021
Q2 		$71K Buy
1,323
+976
+281% +$52.8K 0.01% 418
2021
Q1 		$17K Buy
347
+310
+838% +$14.5K ﹤0.01% 687
2020
Q4 		$2K Buy
37
+3
+9% +$100 ﹤0.01% 1005
2020
Q3 		$1K Sell
34
-725
-96% -$21.5K ﹤0.01% 1077
2020
Q2 		$25K Buy
759
+480
+172% +$15.6K 0.01% 462
2020
Q1 		$9K Buy
279
+118
+73% +$5.23K ﹤0.01% 574
2019
Q4 		$8K Buy
161
+137
+571% +$5.71K ﹤0.01% 557
2019
Q3 		$1K Buy
+24
New +$1.02K ﹤0.01% 474

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ellevest Inc's WDC Position: Q2 2026 in Review

Ellevest Inc reduced its Western Digital (WDC) stake by 9.2% in Q2 2026, selling an estimated $95.3K and leaving 1,936 shares worth $1.24M. The position accounts for 0.15% of the portfolio, ranked #103.

Ellevest Inc first reported a position in WDC in Q3 2019 and has held it in 18 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Ellevest Inc held 1,936 shares of Western Digital worth $1.24M as of Q2 2026.
  • Ellevest Inc sold 196 Western Digital shares in Q2 2026, an estimated $95.3K.
  • Western Digital made up 0.15% of Ellevest Inc's portfolio in Q2 2026, its #103 holding.
  • Ellevest Inc first reported a position in Western Digital in Q3 2019 and has held it in 18 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.