Lido Advisors
WDC icon

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
Q3 		$17.1M Buy
37,818
+2,922
+8% +$1.42M 0.04% 265
2026
Q2 		$22.3M Buy
34,896
+5,609
+19% +$2.73M 0.06% 210
2026
Q1 		$7.92M Sell
29,287
-9,113
-24% -$2.38M 0.02% 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 0.01% 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 0.04% 253
2024
Q2 		$8.72M Buy
152,235
+135,639
+817% +$7.52M 0.05% 201
2024
Q1 		$856K Buy
+16,596
New +$727K 0.01% 721
2023
Q4 		– Sell
-167,975
Closed -$5.79M – 1445
2023
Q3 		$5.79M Buy
+167,975
New +$5.3M 0.04% 209
2021
Q3 		– Sell
-7,114
Closed -$383K – 1029
2021
Q2 		$383K Buy
+7,114
New +$385K 0.01% 626
2020
Q1 		– Sell
-5,157
Closed -$247K – 685
2019
Q4 		$247K Buy
+5,157
New +$215K 0.01% 562

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

Lido Advisors's WDC Position: Q3 2026 in Review

Lido Advisors increased its Western Digital (WDC) stake by 8.4% in Q3 2026, buying an estimated $1.42M and bringing the position to 37,818 shares worth $17.1M. The position accounts for 0.04% of the portfolio, ranked #265.

Lido Advisors first reported a position in WDC in Q4 2019 and has held it in 14 quarters since. The position peaked at $22.3M in Q2 2026. 1,073 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Lido Advisors held 37,818 shares of Western Digital worth $17.1M as of Q3 2026.
  • Lido Advisors bought 2,922 Western Digital shares in Q3 2026, an estimated $1.42M.
  • Western Digital made up 0.04% of Lido Advisors's portfolio in Q3 2026, its #265 holding.
  • Lido Advisors first reported a position in Western Digital in Q4 2019 and has held it in 14 quarters since.
  • Lido Advisors's Western Digital position peaked at $22.3M in Q2 2026.
  • 1,073 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.