Jefferies Financial Group
WDC icon

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
Q3 		$1.44M Buy
3,174
+3,095
+3,918% +$1.5M 0.01% 662
2026
Q2 		$50.5K Sell
79
-13,269
-99% -$6.45M ﹤0.01% 1575
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Jefferies Financial Group's WDC Position: Q3 2026 in Review

Jefferies Financial Group increased its Western Digital (WDC) stake by 3,918% in Q3 2026, buying an estimated $1.5M and bringing the position to 3,174 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #662.

Jefferies Financial Group first reported a position in WDC in Q2 2023 and has held it in 9 quarters since. The position peaked at $5.39M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Jefferies Financial Group held 3,174 shares of Western Digital worth $1.44M as of Q3 2026.
  • Jefferies Financial Group bought 3,095 Western Digital shares in Q3 2026, an estimated $1.5M.
  • Western Digital made up 0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #662 holding.
  • Jefferies Financial Group first reported a position in Western Digital in Q2 2023 and has held it in 9 quarters since.
  • Jefferies Financial Group's Western Digital position peaked at $5.39M in Q3 2025.
  • 1,447 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.