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Ethos Financial Group’s Western Digital WDC Stock Holding History

Ethos Financial Group’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 		$1.28M Sell
2,777
-235
-8% -$114K 0.09% 196
2026
Q1 		$815K Buy
3,012
+222
+8% +$58K 0.06% 234
2025
Q4 		$481K Sell
2,790
-2,059
-42% -$312K 0.04% 297
2025
Q3 		$582K Buy
4,849
+7
+0.1% +$572 0.05% 245
2025
Q2 		$310K Buy
+4,842
New +$231K 0.03% 333

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

Ethos Financial Group's WDC Position: Q2 2026 in Review

Ethos Financial Group reduced its Western Digital (WDC) stake by 7.8% in Q2 2026, selling an estimated $114K and leaving 2,777 shares worth $1.28M. The position accounts for 0.09% of the portfolio, ranked #196.

Ethos Financial Group first reported a position in WDC in Q2 2025 and has held it in 5 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Ethos Financial Group held 2,777 shares of Western Digital worth $1.28M as of Q2 2026.
  • Ethos Financial Group sold 235 Western Digital shares in Q2 2026, an estimated $114K.
  • Western Digital made up 0.09% of Ethos Financial Group's portfolio in Q2 2026, its #196 holding.
  • Ethos Financial Group first reported a position in Western Digital in Q2 2025 and has held it in 5 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.