GenTrust’s Western Digital WDC Stock Holding History

GenTrust’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 Q1	$705K	Buy	2,605 +601	+30%	+$157K	0.03%	130
2025 Q4	$345K	Buy	+2,004	New	+$304K	0.01%	201

Other funds holding WDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GenTrust's WDC Position: Q1 2026 in Review

GenTrust increased its Western Digital (WDC) stake by 30% in Q1 2026, buying an estimated $157K and bringing the position to 2,605 shares worth $705K. The position accounts for 0.03% of the portfolio, ranked #130.

GenTrust first reported a position in WDC in Q4 2025 and has held it in 2 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

GenTrust held 2,605 shares of Western Digital worth $705K as of Q1 2026.
GenTrust bought 601 Western Digital shares in Q1 2026, an estimated $157K.
Western Digital made up 0.03% of GenTrust's portfolio in Q1 2026, its #130 holding.
GenTrust first reported a position in Western Digital in Q4 2025 and has held it in 2 quarters since.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.