New Wave Wealth Advisors’s Western Digital WDC Stock Holding History

New Wave Wealth 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 Q2	$2.16M	Sell	3,384 -559	-14%	-$272K	0.59%	42
2026 Q1	$1.07M	Sell	3,943 -1,501	-28%	-$392K	0.37%	54
2025 Q4	$938K	Sell	5,444 -2,617	-32%	-$397K	0.34%	61
2025 Q3	$968K	Buy	+8,061	New	+$659K	0.38%	52

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New Wave Wealth Advisors's WDC Position: Q2 2026 in Review

New Wave Wealth Advisors reduced its Western Digital (WDC) stake by 14% in Q2 2026, selling an estimated $272K and leaving 3,384 shares worth $2.16M. The position accounts for 0.59% of the portfolio, ranked #42.

New Wave Wealth Advisors first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 602 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

New Wave Wealth Advisors held 3,384 shares of Western Digital worth $2.16M as of Q2 2026.
New Wave Wealth Advisors sold 559 Western Digital shares in Q2 2026, an estimated $272K.
Western Digital made up 0.59% of New Wave Wealth Advisors's portfolio in Q2 2026, its #42 holding.
New Wave Wealth Advisors first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
602 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.