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Fi3 Financial Advisors’s Western Digital WDC Stock Holding History

Fi3 Financial 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 		$638K Buy
7,720
+5,323
+222% +$2.59M 0.15% 79
2026
Q1 		$648K Buy
2,397
+205
+9% +$53.5K 0.19% 58
2025
Q4 		$378K Buy
2,192
+248
+13% +$37.6K 0.12% 102
2025
Q3 		$233K Buy
+1,944
New +$159K 0.08% 134

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

Fi3 Financial Advisors's WDC Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Western Digital (WDC) stake by 222% in Q2 2026, buying an estimated $2.59M and bringing the position to 7,720 shares worth $638K. The position accounts for 0.15% of the portfolio, ranked #79.

Fi3 Financial Advisors first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. The position peaked at $648K in Q1 2026. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Fi3 Financial Advisors held 7,720 shares of Western Digital worth $638K as of Q2 2026.
  • Fi3 Financial Advisors bought 5,323 Western Digital shares in Q2 2026, an estimated $2.59M.
  • Western Digital made up 0.15% of Fi3 Financial Advisors's portfolio in Q2 2026, its #79 holding.
  • Fi3 Financial Advisors first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • Fi3 Financial Advisors's Western Digital position peaked at $648K in Q1 2026.
  • 1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.