EP
WDC icon

Essential Partners’s Western Digital WDC Stock Holding History

Essential Partners’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
Q3 		$676K Sell
1,487
-568
-28% -$276K 0.31% 51
2026
Q2 		$1.31M Sell
2,055
-920
-31% -$447K 0.6% 23
2026
Q1 		$805K Sell
2,975
-6
-0.2% -$1.57K 0.27% 89
2025
Q4 		$514K Buy
2,981
+960
+48% +$146K 0.16% 182
2025
Q3 		$243K Buy
2,021
+582
+40% +$47.6K 0.08% 288
2025
Q2 		$92.1K Buy
+1,439
New +$68.5K 0.04% 367

Other funds holding WDC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Essential Partners's WDC Position: Q3 2026 in Review

Essential Partners reduced its Western Digital (WDC) stake by 28% in Q3 2026, selling an estimated $276K and leaving 1,487 shares worth $676K. The position accounts for 0.31% of the portfolio, ranked #51.

Essential Partners first reported a position in WDC in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.31M in Q2 2026. 219 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Essential Partners held 1,487 shares of Western Digital worth $676K as of Q3 2026.
  • Essential Partners sold 568 Western Digital shares in Q3 2026, an estimated $276K.
  • Western Digital made up 0.31% of Essential Partners's portfolio in Q3 2026, its #51 holding.
  • Essential Partners first reported a position in Western Digital in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Western Digital position peaked at $1.31M in Q2 2026.
  • 219 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.