EW
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Evoke Wealth’s Western Digital WDC Stock Holding History

Evoke Wealth’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 		– Sell
-6,500
Closed -$1.76M – 670
2026
Q1 		$1.76M Buy
6,500
+3,068
+89% +$801K 0.03% 199
2025
Q4 		$591K Buy
3,432
+508
+17% +$77K 0.01% 357
2025
Q3 		$351K Buy
+2,924
New +$239K 0.01% 468
2022
Q4 		– Sell
-200
Closed -$5K – 1136
2022
Q3 		$5K Buy
200
+78
+64% +$2.59K ﹤0.01% 892
2022
Q2 		$4K Sell
122
-10
-8% -$402 ﹤0.01% 958
2022
Q1 		$5K Buy
132
+43
+48% +$1.76K ﹤0.01% 929
2021
Q4 		$4K Sell
89
-2
-2% -$87 ﹤0.01% 968
2021
Q3 		$3K Hold
91
– – ﹤0.01% 974
2021
Q2 		$5K Hold
91
– – ﹤0.01% 904
2021
Q1 		$5K Hold
91
– – ﹤0.01% 871
2020
Q4 		$4K Sell
91
-1,502
-94% -$49.9K ﹤0.01% 792
2020
Q3 		$44K Sell
1,593
-100
-6% -$2.97K ﹤0.01% 377
2020
Q2 		$57K Buy
1,693
+1,575
+1,335% +$51K 0.01% 335
2020
Q1 		$3.7K Buy
+118
New +$5.23K ﹤0.01% 677
2019
Q4 		– Sell
-1,053
Closed -$47.5K – 1487
2019
Q3 		$47.5K Buy
+1,053
New +$44.9K 0.01% 475

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

Evoke Wealth's WDC Position: Q2 2026 in Review

Evoke Wealth sold out of Western Digital (WDC) in Q2 2026, closing a stake of 6,500 shares — an estimated $1.76M sold.

Evoke Wealth first reported a position in WDC in Q3 2019 and held it in 15 quarters. The position peaked at $1.76M in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Evoke Wealth reported no remaining Western Digital position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 6,500 Western Digital shares in Q2 2026, an estimated $1.76M.
  • Evoke Wealth first reported a position in Western Digital in Q3 2019 and held it in 15 quarters.
  • Evoke Wealth's Western Digital position peaked at $1.76M in Q1 2026.
  • 1,835 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.