Greenleaf Trust’s Western Digital WDC Stock Holding History

Greenleaf Trust’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	$1.38M	Buy	5,093 +1,268	+33%	+$331K	0.01%	270
2025 Q4	$659K	Buy	3,825 +117	+3%	+$17.7K	0.01%	434
2025 Q3	$445K	Buy	3,708 +66	+2%	+$5.39K	﹤0.01%	524
2025 Q2	$233K	Buy	+3,642	New	+$173K	﹤0.01%	719
2024 Q3	–	Sell	-6,796	Closed	-$389K	–	855
2024 Q2	$389K	Buy	+6,796	New	+$377K	﹤0.01%	538
2022 Q1	–	Sell	-4,391	Closed	-$216K	–	811
2021 Q4	$216K	Buy	+4,391	New	+$191K	﹤0.01%	705
2019 Q4	–	Sell	-5,176	Closed	-$233K	–	578
2019 Q3	$233K	Buy	+5,176	New	+$221K	﹤0.01%	476
2018 Q4	–	Sell	-5,706	Closed	-$252K	–	557
2018 Q3	$252K	Buy	5,706 +1,042	+22%	+$52.8K	﹤0.01%	444
2018 Q2	$273K	Buy	4,664 +913	+24%	+$58.1K	0.01%	408
2018 Q1	$262K	Buy	3,751 +3,387	+930%	+$228K	0.01%	369
2017 Q4	$22K	Hold	364	–	–	﹤0.01%	581
2017 Q3	$24K	Buy	+364	New	+$24.2K	﹤0.01%	543

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

Greenleaf Trust's WDC Position: Q1 2026 in Review

Greenleaf Trust increased its Western Digital (WDC) stake by 33% in Q1 2026, buying an estimated $331K and bringing the position to 5,093 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #270.

Greenleaf Trust first reported a position in WDC in Q3 2017 and has held it in 12 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Greenleaf Trust held 5,093 shares of Western Digital worth $1.38M as of Q1 2026.
Greenleaf Trust bought 1,268 Western Digital shares in Q1 2026, an estimated $331K.
Western Digital made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #270 holding.
Greenleaf Trust first reported a position in Western Digital in Q3 2017 and has held it in 12 quarters since.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

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