JWM
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Jessup Wealth Management’s Western Digital WDC Stock Holding History

Jessup 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
2025
Q1 		– Sell
-5,251
Closed -$237K – 85
2024
Q4 		$237K Sell
5,251
-33
-0.6% -$1.66K 0.1% 61
2024
Q3 		$273K Hold
5,284
– – 0.13% 50
2024
Q2 		$303K Hold
5,284
– – 0.13% 50
2024
Q1 		$273K Buy
5,284
+163
+3% +$7.14K 0.12% 51
2023
Q4 		$203K Buy
+5,121
New +$179K 0.1% 49

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Jessup Wealth Management's WDC Position: Q1 2025 in Review

Jessup Wealth Management sold out of Western Digital (WDC) in Q1 2025, closing a stake of 5,251 shares — an estimated $237K sold.

Jessup Wealth Management first reported a position in WDC in Q4 2023 and held it in 5 quarters. The position peaked at $303K in Q2 2024. 663 funds tracked by Wall St. Rank hold WDC as of Q1 2025.

  • Jessup Wealth Management reported no remaining Western Digital position as of Q1 2025 after selling out during the quarter.
  • Jessup Wealth Management sold 5,251 Western Digital shares in Q1 2025, an estimated $237K.
  • Jessup Wealth Management first reported a position in Western Digital in Q4 2023 and held it in 5 quarters.
  • Jessup Wealth Management's Western Digital position peaked at $303K in Q2 2024.
  • 663 funds tracked by Wall St. Rank held Western Digital as of Q1 2025.

Based on Jessup Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.