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IFP Advisors’s Western Digital WDC Stock Holding History

IFP Advisors’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
2017
Q3 		– Sell
-2,646
Closed -$177K – 4223
2017
Q2 		$177K Buy
2,646
+1,984
+300% +$132K 0.01% 1199
2017
Q1 		$41K Buy
662
+530
+402% +$30.4K ﹤0.01% 2045
2016
Q4 		$7K Sell
132
-1,191
-90% -$54.9K ﹤0.01% 3138
2016
Q3 		$58K Buy
+1,323
New +$49.9K ﹤0.01% 1718

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

IFP Advisors's WDC Position: Q2 2026 in Review

IFP Advisors reduced its Western Digital (WDC) stake by 17% in Q2 2026, selling an estimated $297K and leaving 2,879 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #512.

IFP Advisors first reported a position in WDC in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.66M in Q4 2019. 501 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • IFP Advisors held 2,879 shares of Western Digital worth $1.84M as of Q2 2026.
  • IFP Advisors sold 610 Western Digital shares in Q2 2026, an estimated $297K.
  • Western Digital made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #512 holding.
  • IFP Advisors first reported a position in Western Digital in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Western Digital position peaked at $2.66M in Q4 2019.
  • 501 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.