Naples Global Advisors
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Naples Global Advisors’s Western Digital WDC Stock Holding History

Naples Global 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 		– Sell
-374
Closed -$239K – 475
2026
Q2 		$239K Buy
+374
New +$182K 0.01% 437
2023
Q2 		– Sell
-7,918
Closed -$225K – 402
2023
Q1 		$225K Sell
7,918
-1,687
-18% -$49.5K 0.03% 369
2022
Q4 		$229K Sell
9,605
-11,748
-55% -$310K 0.03% 362
2022
Q3 		$525K Sell
21,353
-5,934
-22% -$197K 0.07% 260
2022
Q2 		$925K Buy
27,287
+1,469
+6% +$59K 0.12% 205
2022
Q1 		$969K Sell
25,818
-2,269
-8% -$93.1K 0.11% 213
2021
Q4 		$1.38M Buy
28,087
+3,400
+14% +$148K 0.16% 164
2021
Q3 		$1.05M Buy
24,687
+2,143
+10% +$102K 0.14% 187
2021
Q2 		$1.21M Buy
22,544
+2,785
+14% +$151K 0.17% 167
2021
Q1 		$997K Buy
19,759
+761
+4% +$35.6K 0.15% 182
2020
Q4 		$795K Buy
18,998
+436
+2% +$14.5K 0.13% 195
2020
Q3 		$513K Buy
18,562
+5,033
+37% +$150K 0.1% 219
2020
Q2 		$451K Buy
13,529
+2,745
+25% +$88.9K 0.1% 222
2020
Q1 		$339K Buy
+10,784
New +$478K 0.09% 235

Other funds holding WDC

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Naples Global Advisors's WDC Position: Q3 2026 in Review

Naples Global Advisors sold out of Western Digital (WDC) in Q3 2026, closing a stake of 374 shares — an estimated $239K sold.

Naples Global Advisors first reported a position in WDC in Q1 2020 and held it in 14 quarters. The position peaked at $1.38M in Q4 2021. 916 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Naples Global Advisors reported no remaining Western Digital position as of Q3 2026 after selling out during the quarter.
  • Naples Global Advisors sold 374 Western Digital shares in Q3 2026, an estimated $239K.
  • Naples Global Advisors first reported a position in Western Digital in Q1 2020 and held it in 14 quarters.
  • Naples Global Advisors's Western Digital position peaked at $1.38M in Q4 2021.
  • 916 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Naples Global Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.