Fiduciary Alliance
WDC icon

Fiduciary Alliance’s Western Digital WDC Stock Holding History

Fiduciary Alliance’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 		$242K Sell
532
-332
-38% -$161K 0.02% 450
2026
Q2 		$552K Buy
864
+196
+29% +$95.3K 0.04% 354
2026
Q1 		$244K Buy
+668
New +$174K 0.01% 494

Other funds holding WDC

AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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

Fiduciary Alliance's WDC Position: Q3 2026 in Review

Fiduciary Alliance reduced its Western Digital (WDC) stake by 38% in Q3 2026, selling an estimated $161K and leaving 532 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #450.

Fiduciary Alliance first reported a position in WDC in Q1 2026 and has held it in 3 quarters since. The position peaked at $552K in Q2 2026. 429 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Fiduciary Alliance held 532 shares of Western Digital worth $242K as of Q3 2026.
  • Fiduciary Alliance sold 332 Western Digital shares in Q3 2026, an estimated $161K.
  • Western Digital made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #450 holding.
  • Fiduciary Alliance first reported a position in Western Digital in Q1 2026 and has held it in 3 quarters since.
  • Fiduciary Alliance's Western Digital position peaked at $552K in Q2 2026.
  • 429 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.