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Estate Counselors’s Western Digital WDC Stock Holding History

Estate Counselors’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 		$2.26M Sell
3,545
-3,955
-53% -$1.92M 0.19% 46
2026
Q1 		$2.03M Sell
7,500
-18,087
-71% -$4.72M 0.18% 38
2025
Q4 		$4.41M Sell
25,587
-234
-0.9% -$35.5K 0.37% 45
2025
Q3 		$3.1M Buy
+25,821
New +$2.11M 0.27% 56

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Estate Counselors's WDC Position: Q2 2026 in Review

Estate Counselors reduced its Western Digital (WDC) stake by 53% in Q2 2026, selling an estimated $1.92M and leaving 3,545 shares worth $2.26M. The position accounts for 0.19% of the portfolio, ranked #46.

Estate Counselors first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.41M in Q4 2025. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Estate Counselors held 3,545 shares of Western Digital worth $2.26M as of Q2 2026.
  • Estate Counselors sold 3,955 Western Digital shares in Q2 2026, an estimated $1.92M.
  • Western Digital made up 0.19% of Estate Counselors's portfolio in Q2 2026, its #46 holding.
  • Estate Counselors first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • Estate Counselors's Western Digital position peaked at $4.41M in Q4 2025.
  • 1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.