Jefferies Financial Group’s Western Digital WDC Stock Holding History

Jefferies Financial Group’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	$3.61M	Buy	13,348 +3,034	+29%	+$792K	0.02%	420
2025 Q4	$1.78M	Sell	10,314 -34,589	-77%	-$5.24M	0.01%	864
2025 Q3	$5.39M	Buy	+44,903	New	+$3.67M	0.03%	354
2025 Q1	–	Sell	-7,831	Closed	-$353K	–	2040
2024 Q4	$353K	Sell	7,831 -24,878	-76%	-$1.25M	﹤0.01%	1213
2024 Q3	$1.69M	Buy	+32,709	New	+$1.65M	0.01%	643
2024 Q1	–	Sell	-67,498	Closed	-$2.67M	–	2073
2023 Q4	$2.67M	Buy	+67,498	New	+$2.36M	0.02%	602
2023 Q3	–	Sell	-40,273	Closed	-$1.15M	–	2025
2023 Q2	$1.15M	Buy	+40,273	New	+$1.12M	0.01%	861

Other funds holding WDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Jefferies Financial Group's WDC Position: Q1 2026 in Review

Jefferies Financial Group increased its Western Digital (WDC) stake by 29% in Q1 2026, buying an estimated $792K and bringing the position to 13,348 shares worth $3.61M. The position accounts for 0.02% of the portfolio, ranked #420.

Jefferies Financial Group first reported a position in WDC in Q2 2023 and has held it in 7 quarters since. The position peaked at $5.39M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Jefferies Financial Group held 13,348 shares of Western Digital worth $3.61M as of Q1 2026.
Jefferies Financial Group bought 3,034 Western Digital shares in Q1 2026, an estimated $792K.
Western Digital made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #420 holding.
Jefferies Financial Group first reported a position in Western Digital in Q2 2023 and has held it in 7 quarters since.
Jefferies Financial Group's Western Digital position peaked at $5.39M in Q3 2025.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.