Neo Ivy Capital Management’s Western Digital WDC Stock Holding History

Neo Ivy Capital 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
2025 Q3	–	Sell	-9,992	Closed	-$639K	–	550
2025 Q2	$639K	Buy	+9,992	New	+$476K	0.2%	170
2025 Q1	–	Sell	-6,398	Closed	-$288K	–	434
2024 Q4	$288K	Sell	6,398 -7,549	-54%	-$379K	0.06%	213
2024 Q3	$720K	Buy	+13,947	New	+$705K	0.23%	165
2022 Q4	$1.2M	Buy	50,351 +44,751	+799%	+$1.18M	0.81%	19
2022 Q3	$138K	Buy	+5,600	New	+$186K	0.36%	108
2021 Q4	–	Sell	-2,113	Closed	-$71K	–	650
2021 Q3	$71K	Buy	+2,113	New	+$100K	0.08%	289
2021 Q2	–	Sell	-83	Closed	-$4K	–	630
2021 Q1	$4K	Buy	+83	New	+$3.88K	﹤0.01%	444
2020 Q4	–	Sell	-3,902	Closed	-$107K	–	599
2020 Q3	$107K	Buy	3,902 +1,789	+85%	+$53.2K	0.11%	279
2020 Q2	$71K	Buy	+2,113	New	+$68.5K	0.08%	289

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neo Ivy Capital Management's WDC Position: Q3 2025 in Review

Neo Ivy Capital Management sold out of Western Digital (WDC) in Q3 2025, closing a stake of 9,992 shares — an estimated $639K sold.

Neo Ivy Capital Management first reported a position in WDC in Q2 2020 and held it in 9 quarters. The position peaked at $1.2M in Q4 2022. 961 funds tracked by Wall St. Rank hold WDC as of Q3 2025.

Neo Ivy Capital Management reported no remaining Western Digital position as of Q3 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 9,992 Western Digital shares in Q3 2025, an estimated $639K.
Neo Ivy Capital Management first reported a position in Western Digital in Q2 2020 and held it in 9 quarters.
Neo Ivy Capital Management's Western Digital position peaked at $1.2M in Q4 2022.
961 funds tracked by Wall St. Rank held Western Digital as of Q3 2025.

Based on Neo Ivy Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.