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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
2024
Q1 		– Sell
-13,230
Closed -$524K – 2072
2023
Q4 		$524K Buy
+13,230
New +$463K ﹤0.01% 1199
2023
Q3 		– Sell
-100,151
Closed -$2.87M – 2024
2023
Q2 		$2.87M Buy
+100,151
New +$2.79M 0.03% 535

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
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.