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 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	–	1635
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 New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return