Hennessy Advisors Inc’s Western Digital WDC Stock Holding History

Hennessy Advisors Inc’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	$3.32M	Buy	+5,204	New	+$2.53M	0.11%	189
2015 Q1	–	Sell	-35,549	Closed	-$2.98M	–	344
2014 Q4	$2.98M	Buy	35,549 +622	+2%	+$47K	0.08%	220
2014 Q3	$2.57M	Sell	34,927 -794	-2%	-$59.7K	0.08%	231
2014 Q2	$2.49M	Buy	35,721 +2,778	+8%	+$186K	0.08%	247
2014 Q1	$2.29M	Sell	32,943 -22,491	-41%	-$1.47M	0.08%	246
2013 Q4	$3.52M	Sell	55,434 -1,455	-3%	-$81.3K	0.14%	200
2013 Q3	$2.73M	Sell	56,889 -6,483	-10%	-$320K	0.12%	219
2013 Q2	$2.97M	Buy	+63,372	New	+$2.78M	0.15%	183

Other funds holding WDC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hennessy Advisors Inc's WDC Position: Q2 2026 in Review

Hennessy Advisors Inc opened a new position in Western Digital (WDC) in Q2 2026: 5,204 shares worth $3.32M. The stake represents 0.11% of the portfolio and ranks #189 among its holdings. This is a return to the name: Hennessy Advisors Inc previously reported a position in WDC as recently as Q4 2014.

Hennessy Advisors Inc first reported a position in WDC in Q2 2013 and has held it in 8 quarters since. The position peaked at $3.52M in Q4 2013. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Hennessy Advisors Inc held 5,204 shares of Western Digital worth $3.32M as of Q2 2026.
Western Digital was a new Hennessy Advisors Inc position in Q2 2026.
Western Digital made up 0.11% of Hennessy Advisors Inc's portfolio in Q2 2026, its #189 holding.
Hennessy Advisors Inc first reported a position in Western Digital in Q2 2013 and has held it in 8 quarters since.
Hennessy Advisors Inc's Western Digital position peaked at $3.52M in Q4 2013.
1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.