NIM
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NEOS Investment Management’s Western Digital WDC Stock Holding History

NEOS Investment 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
Q1 		$63.1M Buy
233,321
+101,002
+76% +$26.4M 0.32% 55
2025
Q4 		$22.8M Buy
132,319
+93,488
+241% +$14.2M 0.13% 132
2025
Q3 		$4.66M Buy
38,831
+13,238
+52% +$1.08M 0.03% 311
2025
Q2 		$1.64M Buy
25,593
+5,355
+26% +$255K 0.02% 408
2025
Q1 		$818K Sell
20,238
-1,564
-7% -$74.2K 0.02% 462
2024
Q4 		$983K Buy
21,802
+4,931
+29% +$248K 0.02% 411
2024
Q3 		$871K Buy
16,871
+3,223
+24% +$163K 0.03% 400
2024
Q2 		$782K Buy
13,648
+3,953
+41% +$219K 0.03% 365
2024
Q1 		$500K Buy
9,695
+3,630
+60% +$159K 0.03% 382
2023
Q4 		$240K Buy
+6,065
New +$212K 0.02% 458

Other funds holding WDC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return