Institute for Wealth Management’s Western Digital WDC Stock Holding History

Institute for 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	$1.45M	Buy	2,268 +462	+26%	+$225K	0.13%	159
2026 Q1	$488K	Sell	1,806 -869	-32%	-$227K	0.05%	326
2025 Q4	$461K	Buy	2,675 +6	+0.2%	+$910	0.05%	331
2025 Q3	$320K	Buy	+2,669	New	+$218K	0.03%	433
2022 Q1	–	Sell	-4,460	Closed	-$220K	–	568
2021 Q4	$220K	Buy	+4,460	New	+$194K	0.04%	453
2021 Q3	–	Sell	-4,482	Closed	-$241K	–	505
2021 Q2	$241K	Buy	4,482 +100	+2%	+$5.41K	0.04%	425
2021 Q1	$221K	Buy	+4,382	New	+$205K	0.04%	425
2020 Q1	–	Sell	-9,289	Closed	-$446K	–	679
2019 Q4	$446K	Sell	9,289 -313	-3%	-$13.1K	0.1%	275
2019 Q3	$433K	Buy	9,602 +959	+11%	+$40.9K	0.11%	260
2019 Q2	$311K	Buy	8,643 +1	+0%	+$34	0.07%	346
2019 Q1	$314K	Buy	+8,642	New	+$296K	0.07%	325
2018 Q1	–	Sell	-9,078	Closed	-$547K	–	400
2017 Q4	$547K	Buy	+9,078	New	+$585K	0.13%	212
2017 Q3	–	Sell	-9,495	Closed	-$635K	–	394
2017 Q2	$635K	Buy	+9,495	New	+$631K	0.17%	184

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

Institute for Wealth Management's WDC Position: Q2 2026 in Review

Institute for Wealth Management increased its Western Digital (WDC) stake by 26% in Q2 2026, buying an estimated $225K and bringing the position to 2,268 shares worth $1.45M. The position accounts for 0.13% of the portfolio, ranked #159.

Institute for Wealth Management first reported a position in WDC in Q2 2017 and has held it in 13 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Institute for Wealth Management held 2,268 shares of Western Digital worth $1.45M as of Q2 2026.
Institute for Wealth Management bought 462 Western Digital shares in Q2 2026, an estimated $225K.
Western Digital made up 0.13% of Institute for Wealth Management's portfolio in Q2 2026, its #159 holding.
Institute for Wealth Management first reported a position in Western Digital in Q2 2017 and has held it in 13 quarters since.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.