Envestnet Portfolio Solutions’s Western Digital WDC Stock Holding History

Envestnet Portfolio Solutions’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	$2.26M	Sell	8,345 -7,818	-48%	-$2.04M	0.01%	430
2025 Q4	$2.78M	Buy	16,163 +920	+6%	+$139K	0.01%	477
2025 Q3	$1.83M	Buy	+15,243	New	+$1.25M	0.01%	549
2025 Q1	–	Sell	-22,187	Closed	-$1,000K	–	1784
2024 Q4	$1,000K	Sell	22,187 -21,254	-49%	-$1.07M	﹤0.01%	926
2024 Q3	$2.24M	Buy	43,441 +9,032	+26%	+$456K	0.01%	620
2024 Q2	$1.97M	Sell	34,409 -2,091	-6%	-$116K	0.01%	645
2024 Q1	$1.88M	Buy	+36,500	New	+$1.6M	0.01%	653

Other funds holding WDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Envestnet Portfolio Solutions's WDC Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Western Digital (WDC) stake by 48% in Q1 2026, selling an estimated $2.04M and leaving 8,345 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #430.

Envestnet Portfolio Solutions first reported a position in WDC in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.78M in Q4 2025. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Envestnet Portfolio Solutions held 8,345 shares of Western Digital worth $2.26M as of Q1 2026.
Envestnet Portfolio Solutions sold 7,818 Western Digital shares in Q1 2026, an estimated $2.04M.
Western Digital made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #430 holding.
Envestnet Portfolio Solutions first reported a position in Western Digital in Q1 2024 and has held it in 7 quarters since.
Envestnet Portfolio Solutions's Western Digital position peaked at $2.78M in Q4 2025.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.