Emergent Wealth Advisors’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$415K Sell
650
-400
-38% -$194K 0.22% 78
2026
Q1
$284K Sell
1,050
-200
-16% -$52.2K 0.17% 102
2025
Q4
$215K Sell
1,250
-500
-29% -$75.8K 0.12% 130
2025
Q3
$210K Buy
+1,750
New +$143K 0.12% 119
2024
Q1
– Sell
-10,286
Closed -$407K – 140
2023
Q4
$407K Buy
+10,286
New +$360K 0.38% 51

Other funds holding WDC

Emergent Wealth Advisors's WDC Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its Western Digital (WDC) stake by 38% in Q2 2026, selling an estimated $194K and leaving 650 shares worth $415K. The position accounts for 0.22% of the portfolio, ranked #78.

Emergent Wealth Advisors first reported a position in WDC in Q4 2023 and has held it in 5 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Emergent Wealth Advisors held 650 shares of Western Digital worth $415K as of Q2 2026.
  • Emergent Wealth Advisors sold 400 Western Digital shares in Q2 2026, an estimated $194K.
  • Western Digital made up 0.22% of Emergent Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • Emergent Wealth Advisors first reported a position in Western Digital in Q4 2023 and has held it in 5 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.