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Latitude Advisors’s Western Digital WDC Stock Holding History

Latitude Advisors’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 		$109K Sell
239
-267
-53% -$130K 0.03% 358
2026
Q2 		$323K Buy
+506
New +$246K 0.13% 178

Other funds holding WDC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Latitude Advisors's WDC Position: Q3 2026 in Review

Latitude Advisors reduced its Western Digital (WDC) stake by 53% in Q3 2026, selling an estimated $130K and leaving 239 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #358.

Latitude Advisors first reported a position in WDC in Q2 2026 and has held it in 2 quarters since. The position peaked at $323K in Q2 2026. 1,073 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Latitude Advisors held 239 shares of Western Digital worth $109K as of Q3 2026.
  • Latitude Advisors sold 267 Western Digital shares in Q3 2026, an estimated $130K.
  • Western Digital made up 0.03% of Latitude Advisors's portfolio in Q3 2026, its #358 holding.
  • Latitude Advisors first reported a position in Western Digital in Q2 2026 and has held it in 2 quarters since.
  • Latitude Advisors's Western Digital position peaked at $323K in Q2 2026.
  • 1,073 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.