IEQ Capital’s Western Digital WDC Stock Holding History

IEQ Capital’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	$74.7M	Buy	276,112 +31,332	+13%	+$8.18M	0.35%	50
2025 Q4	$42.2M	Buy	244,780 +52,311	+27%	+$7.93M	0.13%	101
2025 Q3	$23.1M	Buy	192,469 +40,415	+27%	+$3.3M	0.07%	145
2025 Q2	$9.73M	Buy	152,054 +122,849	+421%	+$5.85M	0.06%	258
2025 Q1	$1.18M	Sell	29,205 -12,647	-30%	-$600K	0.01%	711
2024 Q4	$1.89M	Buy	41,852 +19,094	+84%	+$960K	0.02%	507
2024 Q3	$1.17M	Buy	22,758 +8,626	+61%	+$436K	0.01%	492
2024 Q2	$809K	Buy	14,132 +1,554	+12%	+$86.2K	0.01%	528
2024 Q1	$649K	Buy	12,578 +1,325	+12%	+$58K	0.01%	553
2023 Q4	$445K	Buy	11,253 +1,136	+11%	+$39.8K	0.01%	613
2023 Q3	$349K	Buy	10,117 +1,885	+23%	+$59.5K	0.01%	674
2023 Q2	$236K	Sell	8,232 -9,029	-52%	-$251K	﹤0.01%	765
2023 Q1	$491K	Buy	17,261 +4,994	+41%	+$147K	0.01%	571
2022 Q4	$293K	Buy	12,267 +1,199	+11%	+$31.6K	0.01%	638
2022 Q3	$272K	Buy	11,068 +3,539	+47%	+$117K	0.01%	687
2022 Q2	$255K	Buy	7,529 +1,812	+32%	+$72.8K	0.01%	647
2022 Q1	$215K	Sell	5,717 -7,861	-58%	-$323K	0.01%	743
2021 Q4	$670K	Buy	13,578 +2,909	+27%	+$126K	0.02%	388
2021 Q3	$455K	Buy	10,669 +6,565	+160%	+$312K	0.01%	458
2021 Q2	$221K	Buy	+4,104	New	+$222K	0.01%	559

Other funds holding WDC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Capital World Investors

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

Geode Capital Management

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

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return