J. Derek Lewis & Associates’s Western Digital WDC Stock Holding History

J. Derek Lewis & Associates’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	$315K	Buy	+493	New	+$240K	0.06%	136

Other funds holding WDC

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

J. Derek Lewis & Associates's WDC Position: Q2 2026 in Review

J. Derek Lewis & Associates opened a new position in Western Digital (WDC) in Q2 2026: 493 shares worth $315K. The stake represents 0.06% of the portfolio and ranks #136 among its holdings.

1,063 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

J. Derek Lewis & Associates held 493 shares of Western Digital worth $315K as of Q2 2026.
Western Digital was a new J. Derek Lewis & Associates position in Q2 2026.
Western Digital made up 0.06% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #136 holding.
1,063 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.