Mosley Wealth Management
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Mosley Wealth Management’s Western Digital WDC Stock Holding History

Mosley Wealth Management’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 		$313K Buy
878
+875
+29,167% +$425K 0.09% 135
2026
Q2 		$1.92K Buy
+3
New +$1.46K ﹤0.01% 498

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

Mosley Wealth Management's WDC Position: Q3 2026 in Review

Mosley Wealth Management increased its Western Digital (WDC) stake by 29,167% in Q3 2026, buying an estimated $425K and bringing the position to 878 shares worth $313K. The position accounts for 0.09% of the portfolio, ranked #135.

Mosley Wealth Management first reported a position in WDC in Q2 2026 and has held it in 2 quarters since. 1,073 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Mosley Wealth Management held 878 shares of Western Digital worth $313K as of Q3 2026.
  • Mosley Wealth Management bought 875 Western Digital shares in Q3 2026, an estimated $425K.
  • Western Digital made up 0.09% of Mosley Wealth Management's portfolio in Q3 2026, its #135 holding.
  • Mosley Wealth Management first reported a position in Western Digital in Q2 2026 and has held it in 2 quarters since.
  • 1,073 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.