Lido Advisors

Lido Advisors’s Western Digital WDC Stock Holding History

Lido 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 Q1	$7.92M	Sell	29,287 -9,113	-24%	-$2.38M	0.03%	362
2025 Q4	$5.06M	Buy	38,400 +3,091	+9%	+$469K	0.02%	462
2025 Q3	$4.24M	Buy	35,309 +24,031	+213%	+$1.96M	0.02%	481
2025 Q2	$722K	Sell	11,278 -9,956	-47%	-$474K	﹤0.01%	975
2025 Q1	$859K	Sell	21,234 -15,365	-42%	-$729K	0.01%	834
2024 Q4	$1.65M	Sell	36,599 -108,538	-75%	-$5.46M	0.01%	574
2024 Q3	$7.49M	Sell	145,137 -7,098	-5%	-$359K	0.06%	253
2024 Q2	$8.72M	Buy	152,235 +135,639	+817%	+$7.52M	0.07%	201
2024 Q1	$856K	Buy	+16,596	New	+$727K	0.01%	721
2023 Q4	–	Sell	-167,975	Closed	-$5.79M	–	1446
2023 Q3	$5.79M	Buy	+167,975	New	+$5.3M	0.06%	209
2021 Q3	–	Sell	-7,114	Closed	-$383K	–	1030
2021 Q2	$383K	Buy	+7,114	New	+$385K	0.01%	626
2020 Q1	–	Sell	-5,157	Closed	-$247K	–	690
2019 Q4	$247K	Buy	+5,157	New	+$215K	0.01%	562

Other funds holding WDC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

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

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return