Jeppson Wealth Management
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Jeppson Wealth Management’s Western Digital WDC Stock Holding History

Jeppson Wealth Management’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 		– Sell
-385
Closed -$246K – 254
2026
Q2 		$246K Buy
+385
New +$187K 0.07% 211
2020
Q4 		– Sell
-1,297
Closed -$36K – 458
2020
Q3 		$36K Buy
+1,297
New +$38.6K 0.03% 256

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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Jeppson Wealth Management's WDC Position: Q3 2026 in Review

Jeppson Wealth Management sold out of Western Digital (WDC) in Q3 2026, closing a stake of 385 shares — an estimated $246K sold.

Jeppson Wealth Management first reported a position in WDC in Q3 2020 and held it in 2 quarters. The position peaked at $246K in Q2 2026. 918 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Jeppson Wealth Management reported no remaining Western Digital position as of Q3 2026 after selling out during the quarter.
  • Jeppson Wealth Management sold 385 Western Digital shares in Q3 2026, an estimated $246K.
  • Jeppson Wealth Management first reported a position in Western Digital in Q3 2020 and held it in 2 quarters.
  • Jeppson Wealth Management's Western Digital position peaked at $246K in Q2 2026.
  • 918 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.