Krilogy Financial’s Western Digital WDC Stock Holding History

Krilogy Financial’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	$8.59M	Sell	13,456 -1,364	-9%	-$663K	0.25%	72
2026 Q1	$5.36M	Buy	14,820 +4,301	+41%	+$1.12M	0.17%	100
2025 Q4	$2.53M	Buy	10,519 +5,074	+93%	+$769K	0.09%	185
2025 Q3	$872K	Buy	+5,445	New	+$445K	0.03%	363
2020 Q1	–	Sell	-5,292	Closed	-$254K	–	233
2019 Q4	$254K	Buy	5,292 +66	+1%	+$2.75K	0.04%	176
2019 Q3	$236K	Buy	+5,226	New	+$223K	0.04%	167
2019 Q2	–	Sell	-5,623	Closed	-$204K	–	177
2019 Q1	$204K	Buy	+5,623	New	+$193K	0.04%	167
2018 Q4	–	Sell	-5,127	Closed	-$227K	–	679
2018 Q3	$227K	Sell	5,127 -330	-6%	-$16.7K	0.05%	134
2018 Q2	$319K	Sell	5,457 -22	-0.4%	-$1.4K	0.08%	105
2018 Q1	$382K	Sell	5,479 -330	-6%	-$22.2K	0.09%	100
2017 Q4	$349K	Buy	5,809 +66	+1%	+$4.25K	0.08%	105
2017 Q3	$375K	Buy	5,743 +2,482	+76%	+$165K	0.1%	99
2017 Q2	$218K	Buy	3,261 +1,012	+45%	+$67.2K	0.06%	133
2017 Q1	$116K	Hold	2,249	–	–	0.04%	184
2016 Q4	$116K	Buy	+2,249	New	+$104K	0.04%	184
2016 Q3	–	Sell	-430	Closed	-$15K	–	778
2016 Q2	$15K	Hold	430	–	–	0.01%	475
2016 Q1	$15K	Hold	430	–	–	0.01%	427
2015 Q4	$20K	Hold	430	–	–	0.02%	206
2015 Q3	$26K	Buy	+430	New	+$25.9K	0.01%	283

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Krilogy Financial's WDC Position: Q2 2026 in Review

Krilogy Financial reduced its Western Digital (WDC) stake by 9.2% in Q2 2026, selling an estimated $663K and leaving 13,456 shares worth $8.59M. The position accounts for 0.25% of the portfolio, ranked #72.

Krilogy Financial first reported a position in WDC in Q3 2015 and has held it in 19 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Krilogy Financial held 13,456 shares of Western Digital worth $8.59M as of Q2 2026.
Krilogy Financial sold 1,364 Western Digital shares in Q2 2026, an estimated $663K.
Western Digital made up 0.25% of Krilogy Financial's portfolio in Q2 2026, its #72 holding.
Krilogy Financial first reported a position in Western Digital in Q3 2015 and has held it in 19 quarters since.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.