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Exencial Wealth Advisors’s Western Digital WDC Stock Holding History

Exencial Wealth Advisors’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 		$422K Buy
1,559
+14
+0.9% +$3.65K 0.01% 433
2025
Q4 		$266K Buy
+1,545
New +$234K 0.01% 489

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Exencial Wealth Advisors's WDC Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Western Digital (WDC) stake by 0.91% in Q1 2026, buying an estimated $3.65K and bringing the position to 1,559 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #433.

Exencial Wealth Advisors first reported a position in WDC in Q4 2025 and has held it in 2 quarters since. 1,419 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Exencial Wealth Advisors held 1,559 shares of Western Digital worth $422K as of Q1 2026.
  • Exencial Wealth Advisors bought 14 Western Digital shares in Q1 2026, an estimated $3.65K.
  • Western Digital made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #433 holding.
  • Exencial Wealth Advisors first reported a position in Western Digital in Q4 2025 and has held it in 2 quarters since.
  • 1,419 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.