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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jefferies Financial Group's WDC Position: Q2 2026 in Review

Jefferies Financial Group reduced its Western Digital (WDC) stake by 99% in Q2 2026, selling an estimated $6.45M and leaving 79 shares worth $50.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Jefferies Financial Group first reported a position in WDC in Q2 2023 and has held it in 8 quarters since. The position peaked at $5.39M in Q3 2025. 1,852 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Jefferies Financial Group held 79 shares of Western Digital worth $50.5K as of Q2 2026.
  • Jefferies Financial Group sold 13,269 Western Digital shares in Q2 2026, an estimated $6.45M.
  • Western Digital made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1575 holding.
  • Jefferies Financial Group first reported a position in Western Digital in Q2 2023 and has held it in 8 quarters since.
  • Jefferies Financial Group's Western Digital position peaked at $5.39M in Q3 2025.
  • 1,852 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.