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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Estate Counselors's WDC Position: Q1 2026 in Review

Estate Counselors reduced its Western Digital (WDC) stake by 71% in Q1 2026, selling an estimated $4.72M and leaving 7,500 shares worth $2.03M. The position accounts for 0.18% of the portfolio, ranked #38.

Estate Counselors first reported a position in WDC in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.41M in Q4 2025. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Estate Counselors held 7,500 shares of Western Digital worth $2.03M as of Q1 2026.
  • Estate Counselors sold 18,087 Western Digital shares in Q1 2026, an estimated $4.72M.
  • Western Digital made up 0.18% of Estate Counselors's portfolio in Q1 2026, its #38 holding.
  • Estate Counselors first reported a position in Western Digital in Q3 2025 and has held it in 3 quarters since.
  • Estate Counselors's Western Digital position peaked at $4.41M in Q4 2025.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.