Financial Synergies Wealth Advisors’s Western Digital WDC Stock Holding History

Financial Synergies Wealth 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	$6.96M	Buy	10,893 +20	+0.2%	+$9.72K	0.59%	25
2026 Q1	$2.94M	Buy	10,873 +9,619	+767%	+$2.51M	0.28%	35
2025 Q4	$216K	Buy	+1,254	New	+$190K	0.02%	100

Other funds holding WDC

ETC

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

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

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Financial Synergies Wealth Advisors's WDC Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Western Digital (WDC) stake by 0.18% in Q2 2026, buying an estimated $9.72K and bringing the position to 10,893 shares worth $6.96M. The position accounts for 0.59% of the portfolio, ranked #25.

Financial Synergies Wealth Advisors first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 619 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Financial Synergies Wealth Advisors held 10,893 shares of Western Digital worth $6.96M as of Q2 2026.
Financial Synergies Wealth Advisors bought 20 Western Digital shares in Q2 2026, an estimated $9.72K.
Western Digital made up 0.59% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Financial Synergies Wealth Advisors first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
619 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.