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
2016 Q2	–	Sell	-58,212	Closed	-$2.08M	–	310
2016 Q1	$2.08M	Buy	58,212 +13,098	+29%	+$468K	0.28%	80
2015 Q4	$2.05M	Buy	+45,114	New	+$2.3M	0.28%	82

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.