Johnson & White Wealth Management
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Johnson & White Wealth Management’s Western Digital WDC Stock Holding History

Johnson & White 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 		$923K Buy
2,030
+11
+0.5% +$5.35K 0.34% 59
2026
Q2 		$1.29M Buy
2,019
+19
+1% +$9.24K 0.48% 47
2026
Q1 		$541K Hold
2,000
– – 0.23% 74
2025
Q4 		$345K Hold
2,000
– – 0.15% 89
2025
Q3 		$240K Buy
+2,000
New +$163K 0.11% 99

Other funds holding WDC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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

Johnson & White Wealth Management's WDC Position: Q3 2026 in Review

Johnson & White Wealth Management increased its Western Digital (WDC) stake by 0.54% in Q3 2026, buying an estimated $5.35K and bringing the position to 2,030 shares worth $923K. The position accounts for 0.34% of the portfolio, ranked #59.

Johnson & White Wealth Management first reported a position in WDC in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.29M in Q2 2026. 912 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Johnson & White Wealth Management held 2,030 shares of Western Digital worth $923K as of Q3 2026.
  • Johnson & White Wealth Management bought 11 Western Digital shares in Q3 2026, an estimated $5.35K.
  • Western Digital made up 0.34% of Johnson & White Wealth Management's portfolio in Q3 2026, its #59 holding.
  • Johnson & White Wealth Management first reported a position in Western Digital in Q3 2025 and has held it in 5 quarters since.
  • Johnson & White Wealth Management's Western Digital position peaked at $1.29M in Q2 2026.
  • 912 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.