Gladstone Institutional Advisory’s Western Digital WDC Stock Holding History

Gladstone Institutional Advisory’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	$1.49M	Sell	2,339 -961	-29%	-$467K	0.05%	343
2026 Q1	$893K	Buy	3,300 +853	+35%	+$223K	0.03%	391
2025 Q4	$422K	Sell	2,447 -1,053	-30%	-$160K	0.02%	536
2025 Q3	$420K	Buy	+3,500	New	+$286K	0.02%	564
2020 Q2	–	Sell	-7,644	Closed	-$240K	–	306
2020 Q1	$240K	Buy	7,644 +2,810	+58%	+$124K	0.06%	220
2019 Q4	$232K	Buy	+4,834	New	+$202K	0.06%	233

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

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Gladstone Institutional Advisory's WDC Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Western Digital (WDC) stake by 29% in Q2 2026, selling an estimated $467K and leaving 2,339 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #343.

Gladstone Institutional Advisory first reported a position in WDC in Q4 2019 and has held it in 6 quarters since. 552 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Gladstone Institutional Advisory held 2,339 shares of Western Digital worth $1.49M as of Q2 2026.
Gladstone Institutional Advisory sold 961 Western Digital shares in Q2 2026, an estimated $467K.
Western Digital made up 0.05% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #343 holding.
Gladstone Institutional Advisory first reported a position in Western Digital in Q4 2019 and has held it in 6 quarters since.
552 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.