LVW Advisors’s Western Digital WDC Stock Holding History

LVW 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	$3.43M	Sell	7,545 -2,782	-27%	-$1.35M	0.29%	48
2026 Q2	$6.6M	Buy	10,327 +709	+7%	+$345K	0.57%	30
2026 Q1	$2.6M	Buy	+9,618	New	+$2.51M	0.25%	55

Other funds holding WDC

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LVW Advisors's WDC Position: Q3 2026 in Review

LVW Advisors reduced its Western Digital (WDC) stake by 27% in Q3 2026, selling an estimated $1.35M and leaving 7,545 shares worth $3.43M. The position accounts for 0.29% of the portfolio, ranked #48.

LVW Advisors first reported a position in WDC in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.6M in Q2 2026. 677 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

LVW Advisors held 7,545 shares of Western Digital worth $3.43M as of Q3 2026.
LVW Advisors sold 2,782 Western Digital shares in Q3 2026, an estimated $1.35M.
Western Digital made up 0.29% of LVW Advisors's portfolio in Q3 2026, its #48 holding.
LVW Advisors first reported a position in Western Digital in Q1 2026 and has held it in 3 quarters since.
LVW Advisors's Western Digital position peaked at $6.6M in Q2 2026.
677 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.