Kaufman Rossin Wealth’s Western Digital WDC Stock Holding History

Kaufman Rossin Wealth’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 Q2	$564K	Sell	975 -694	-42%	-$337K	0.27%	41
2026 Q1	$451K	Sell	1,669 -762	-31%	-$199K	0.26%	43
2025 Q4	$419K	Hold	2,431	–	–	0.22%	69
2025 Q3	$292K	Buy	+2,431	New	+$199K	0.16%	98

Other funds holding WDC

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Kaufman Rossin Wealth's WDC Position: Q2 2026 in Review

Kaufman Rossin Wealth reduced its Western Digital (WDC) stake by 42% in Q2 2026, selling an estimated $337K and leaving 975 shares worth $564K. The position accounts for 0.27% of the portfolio, ranked #41.

Kaufman Rossin Wealth first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Kaufman Rossin Wealth held 975 shares of Western Digital worth $564K as of Q2 2026.
Kaufman Rossin Wealth sold 694 Western Digital shares in Q2 2026, an estimated $337K.
Western Digital made up 0.27% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #41 holding.
Kaufman Rossin Wealth first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
501 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.