HWM
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Howard Wealth Management’s Western Digital WDC Stock Holding History

Howard Wealth Management’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 		$208K Buy
+326
New +$159K 0.08% 151
2020
Q1 		– Sell
-431
Closed -$20K – 499
2019
Q4 		$20K Buy
+431
New +$18K 0.02% 276

Other funds holding WDC

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Robeco Institutional Asset Management
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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

Howard Wealth Management's WDC Position: Q2 2026 in Review

Howard Wealth Management opened a new position in Western Digital (WDC) in Q2 2026: 326 shares worth $208K. The stake represents 0.08% of the portfolio and ranks #151 among its holdings. This is a return to the name: Howard Wealth Management previously reported a position in WDC as recently as Q4 2019.

Howard Wealth Management first reported a position in WDC in Q4 2019 and has held it in 2 quarters since. 496 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Howard Wealth Management held 326 shares of Western Digital worth $208K as of Q2 2026.
  • Western Digital was a new Howard Wealth Management position in Q2 2026.
  • Western Digital made up 0.08% of Howard Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Howard Wealth Management first reported a position in Western Digital in Q4 2019 and has held it in 2 quarters since.
  • 496 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.