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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
Q2 		$244K Buy
+382
New +$186K 0.05% 229

Other funds holding WDC

AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Fermata Advisors's WDC Position: Q2 2026 in Review

Fermata Advisors opened a new position in Western Digital (WDC) in Q2 2026: 382 shares worth $244K. The stake represents 0.05% of the portfolio and ranks #229 among its holdings.

253 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Fermata Advisors held 382 shares of Western Digital worth $244K as of Q2 2026.
  • Western Digital was a new Fermata Advisors position in Q2 2026.
  • Western Digital made up 0.05% of Fermata Advisors's portfolio in Q2 2026, its #229 holding.
  • 253 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.