National Wealth Management Group’s Western Digital WDC Stock Holding History

National Wealth Management Group’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 Q2	$3.16M	Sell	4,948 -2,062	-29%	-$1M	0.98%	25
2026 Q1	$1.9M	Sell	7,010 -1,477	-17%	-$386K	0.71%	37
2025 Q4	$1.46M	Buy	+8,487	New	+$1.29M	0.51%	41
2024 Q1	–	Sell	-11,304	Closed	-$447K	–	159
2023 Q4	$447K	Buy	+11,304	New	+$396K	0.43%	71

Other funds holding WDC

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

National Wealth Management Group's WDC Position: Q2 2026 in Review

National Wealth Management Group reduced its Western Digital (WDC) stake by 29% in Q2 2026, selling an estimated $1M and leaving 4,948 shares worth $3.16M. The position accounts for 0.98% of the portfolio, ranked #25.

National Wealth Management Group first reported a position in WDC in Q4 2023 and has held it in 4 quarters since. 407 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

National Wealth Management Group held 4,948 shares of Western Digital worth $3.16M as of Q2 2026.
National Wealth Management Group sold 2,062 Western Digital shares in Q2 2026, an estimated $1M.
Western Digital made up 0.98% of National Wealth Management Group's portfolio in Q2 2026, its #25 holding.
National Wealth Management Group first reported a position in Western Digital in Q4 2023 and has held it in 4 quarters since.
407 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.