Financial Planning Hawaii’s Western Digital WDC Stock Holding History

Financial Planning Hawaii’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	$206K	Buy	+323	New	+$157K	0.11%	133

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Financial Planning Hawaii's WDC Position: Q2 2026 in Review

Financial Planning Hawaii opened a new position in Western Digital (WDC) in Q2 2026: 323 shares worth $206K. The stake represents 0.11% of the portfolio and ranks #133 among its holdings.

1,045 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Financial Planning Hawaii held 323 shares of Western Digital worth $206K as of Q2 2026.
Western Digital was a new Financial Planning Hawaii position in Q2 2026.
Western Digital made up 0.11% of Financial Planning Hawaii's portfolio in Q2 2026, its #133 holding.
1,045 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.