JWCA
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J.W. Cole Advisors’s Western Digital WDC Stock Holding History

J.W. Cole 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
2026
Q2 		$4.33M Buy
+6,777
New +$3.3M 0.07% 272
2026
Q1 		– Sell
-12,190
Closed -$331K – 1486
2025
Q4 		$331K Sell
12,190
-3,775
-24% -$572K 0.01% 1064
2025
Q3 		$1.92M Buy
+15,965
New +$1.3M 0.04% 475

Other funds holding WDC

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

J.W. Cole Advisors's WDC Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Western Digital (WDC) in Q2 2026: 6,777 shares worth $4.33M. The stake represents 0.07% of the portfolio and ranks #272 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in WDC as recently as Q4 2025.

J.W. Cole Advisors first reported a position in WDC in Q3 2025 and has held it in 3 quarters since. 775 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • J.W. Cole Advisors held 6,777 shares of Western Digital worth $4.33M as of Q2 2026.
  • Western Digital was a new J.W. Cole Advisors position in Q2 2026.
  • Western Digital made up 0.07% of J.W. Cole Advisors's portfolio in Q2 2026, its #272 holding.
  • J.W. Cole Advisors first reported a position in Western Digital in Q3 2025 and has held it in 3 quarters since.
  • 775 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.