Fermata Advisors
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Fermata Advisors’s Western Digital WDC Stock Holding History

Fermata 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
Q3 		– Sell
-382
Closed -$244K – 318
2026
Q2 		$244K Buy
+382
New +$186K 0.05% 229

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AssetMark Inc
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Wealth Enhancement Advisory Services
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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Fermata Advisors's WDC Position: Q3 2026 in Review

Fermata Advisors sold out of Western Digital (WDC) in Q3 2026, closing a stake of 382 shares — an estimated $244K sold.

Fermata Advisors first reported a position in WDC in Q2 2026 and held it in 1 quarter. The position peaked at $244K in Q2 2026. 398 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Fermata Advisors reported no remaining Western Digital position as of Q3 2026 after selling out during the quarter.
  • Fermata Advisors sold 382 Western Digital shares in Q3 2026, an estimated $244K.
  • Fermata Advisors first reported a position in Western Digital in Q2 2026 and held it in 1 quarter.
  • Fermata Advisors's Western Digital position peaked at $244K in Q2 2026.
  • 398 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.