KPF
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K2 Principal Fund’s Western Digital WDC Stock Holding History

K2 Principal Fund’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
Q2 		– Sell
-59,279
Closed -$2.4M – 360
2025
Q1 		$2.4M Buy
+59,279
New +$2.81M 0.3% 104
2016
Q2 		– Sell
-21,918
Closed -$783K – 309
2016
Q1 		$783K Buy
+21,918
New +$784K 0.11% 137

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

K2 Principal Fund's WDC Position: Q2 2025 in Review

K2 Principal Fund sold out of Western Digital (WDC) in Q2 2025, closing a stake of 59,279 shares — an estimated $2.4M sold.

K2 Principal Fund first reported a position in WDC in Q1 2016 and held it in 2 quarters. The position peaked at $2.4M in Q1 2025. 748 funds tracked by Wall St. Rank hold WDC as of Q2 2025.

  • K2 Principal Fund reported no remaining Western Digital position as of Q2 2025 after selling out during the quarter.
  • K2 Principal Fund sold 59,279 Western Digital shares in Q2 2025, an estimated $2.4M.
  • K2 Principal Fund first reported a position in Western Digital in Q1 2016 and held it in 2 quarters.
  • K2 Principal Fund's Western Digital position peaked at $2.4M in Q1 2025.
  • 748 funds tracked by Wall St. Rank held Western Digital as of Q2 2025.

Based on K2 Principal Fund's 13F filing for Q2 2025, filed 14 Aug 2025.