EP Wealth Advisors’s Western Digital WDC Stock Holding History

EP Wealth Advisors’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	$10.2M	Buy	15,962 +8,987	+129%	+$4.37M	0.04%	269
2026 Q1	$1.89M	Sell	6,975 -4,868	-41%	-$1.27M	0.01%	487
2025 Q4	$2.04M	Buy	+11,843	New	+$1.8M	0.01%	442
2014 Q3	–	Sell	-3,927	Closed	-$274K	–	121
2014 Q2	$274K	Buy	+3,927	New	+$263K	0.06%	94

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EP Wealth Advisors increased its Western Digital (WDC) stake by 129% in Q2 2026, buying an estimated $4.37M and bringing the position to 15,962 shares worth $10.2M. The position accounts for 0.04% of the portfolio, ranked #269.

EP Wealth Advisors first reported a position in WDC in Q2 2014 and has held it in 4 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

EP Wealth Advisors held 15,962 shares of Western Digital worth $10.2M as of Q2 2026.
EP Wealth Advisors bought 8,987 Western Digital shares in Q2 2026, an estimated $4.37M.
Western Digital made up 0.04% of EP Wealth Advisors's portfolio in Q2 2026, its #269 holding.
EP Wealth Advisors first reported a position in Western Digital in Q2 2014 and has held it in 4 quarters since.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.