Everence Capital Management’s Western Digital WDC Stock Holding History

Everence Capital Management’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	$5.68M	Sell	8,897 -2,819	-24%	-$1.37M	0.3%	50
2026 Q1	$3.17M	Buy	11,716 +1,650	+16%	+$431K	0.19%	102
2025 Q4	$1.73M	Buy	10,066 +4,836	+92%	+$733K	0.1%	154
2025 Q3	$628K	Hold	5,230	–	–	0.04%	329
2025 Q2	$335K	Buy	+5,230	New	+$249K	0.02%	539
2025 Q1	–	Sell	-8,533	Closed	-$385K	–	854
2024 Q4	$385K	Buy	+8,533	New	+$429K	0.03%	466
2023 Q4	–	Sell	-15,830	Closed	-$546K	–	808
2023 Q3	$546K	Hold	15,830	–	–	0.04%	359
2023 Q2	$463K	Hold	15,830	–	–	0.04%	367
2023 Q1	$451K	Hold	15,830	–	–	0.04%	395
2022 Q4	$377K	Sell	15,830 -17,305	-52%	-$457K	0.03%	458
2022 Q3	$815K	Buy	33,135 +9,672	+41%	+$321K	0.08%	228
2022 Q2	$795K	Buy	23,463 +7,633	+48%	+$307K	0.07%	225
2022 Q1	$594K	Hold	15,830	–	–	0.05%	329
2021 Q4	$780K	Hold	15,830	–	–	0.06%	277
2021 Q3	$675K	Hold	15,830	–	–	0.06%	282
2021 Q2	$852K	Hold	15,830	–	–	0.07%	232
2021 Q1	$799K	Buy	15,830 +8,071	+104%	+$377K	0.07%	222
2020 Q4	$325K	Sell	7,759 -2,607	-25%	-$86.6K	0.03%	486
2020 Q3	$286K	Sell	10,366 -14,288	-58%	-$425K	0.03%	476
2020 Q2	$827K	Hold	24,654	–	–	0.1%	173
2020 Q1	$776K	Buy	24,654 +17,688	+254%	+$783K	0.11%	159
2019 Q4	$334K	Hold	6,966	–	–	0.05%	443
2019 Q3	$314K	Hold	6,966	–	–	0.05%	416
2019 Q2	$250K	Sell	6,966 -5,225	-43%	-$179K	0.04%	481
2019 Q1	$443K	Buy	+12,191	New	+$417K	0.08%	285
2018 Q4	–	Sell	-5,920	Closed	-$262K	–	450
2018 Q3	$262K	Hold	5,920	–	–	0.05%	348
2018 Q2	$346K	Hold	5,920	–	–	0.07%	282
2018 Q1	$413K	Hold	5,920	–	–	0.09%	245
2017 Q4	$356K	Hold	5,920	–	–	0.08%	269
2017 Q3	$387K	Hold	5,920	–	–	0.09%	257
2017 Q2	$396K	Hold	5,920	–	–	0.1%	248
2017 Q1	$369K	Hold	5,920	–	–	0.1%	250
2016 Q4	$304K	Sell	5,920 -3,096	-34%	-$143K	0.09%	265
2016 Q3	$398K	Buy	+9,016	New	+$340K	0.12%	212
2015 Q4	–	Sell	-5,580	Closed	-$335K	–	318
2015 Q3	$335K	Hold	5,580	–	–	0.12%	220
2015 Q2	$331K	Hold	5,580	–	–	0.11%	224
2015 Q1	$451K	Hold	5,580	–	–	0.15%	192
2014 Q4	$467K	Hold	5,580	–	–	0.16%	183
2014 Q3	$434K	Hold	5,580	–	–	0.16%	179
2014 Q2	$389K	Hold	5,580	–	–	0.14%	194
2014 Q1	$387K	Hold	5,580	–	–	0.15%	190
2013 Q4	$354K	Sell	5,580 -663	-11%	-$37K	0.14%	193
2013 Q3	$299K	Hold	6,243	–	–	0.13%	196
2013 Q2	$293K	Buy	+6,243	New	+$274K	0.13%	191

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

Everence Capital Management's WDC Position: Q2 2026 in Review

Everence Capital Management reduced its Western Digital (WDC) stake by 24% in Q2 2026, selling an estimated $1.37M and leaving 8,897 shares worth $5.68M. The position accounts for 0.3% of the portfolio, ranked #50.

Everence Capital Management first reported a position in WDC in Q2 2013 and has held it in 44 quarters since. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Everence Capital Management held 8,897 shares of Western Digital worth $5.68M as of Q2 2026.
Everence Capital Management sold 2,819 Western Digital shares in Q2 2026, an estimated $1.37M.
Western Digital made up 0.3% of Everence Capital Management's portfolio in Q2 2026, its #50 holding.
Everence Capital Management first reported a position in Western Digital in Q2 2013 and has held it in 44 quarters since.
1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.