Omnia Family Wealth’s Western Digital WDC Stock Holding History

Omnia Family Wealth’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	$299K	Buy	+468	New	+$228K	0.08%	74
2019 Q2	–	Sell	-37	Closed	-$1K	–	524
2019 Q1	$1K	Hold	37	–	–	﹤0.01%	569
2018 Q4	$1K	Hold	37	–	–	﹤0.01%	541
2018 Q3	$2K	Hold	37	–	–	﹤0.01%	496
2018 Q2	$2K	Hold	37	–	–	﹤0.01%	476
2018 Q1	$3K	Hold	37	–	–	﹤0.01%	391
2017 Q4	$2K	Sell	37 -83	-69%	-$5.34K	﹤0.01%	510
2017 Q3	$8K	Hold	120	–	–	﹤0.01%	303
2017 Q2	$8K	Hold	120	–	–	﹤0.01%	327
2017 Q1	$8K	Hold	120	–	–	﹤0.01%	321
2016 Q4	$6K	Buy	+120	New	+$5.53K	﹤0.01%	356

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

Omnia Family Wealth's WDC Position: Q2 2026 in Review

Omnia Family Wealth opened a new position in Western Digital (WDC) in Q2 2026: 468 shares worth $299K. The stake represents 0.08% of the portfolio and ranks #74 among its holdings. This is a return to the name: Omnia Family Wealth previously reported a position in WDC as recently as Q1 2019.

Omnia Family Wealth first reported a position in WDC in Q4 2016 and has held it in 11 quarters since. 385 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Omnia Family Wealth held 468 shares of Western Digital worth $299K as of Q2 2026.
Western Digital was a new Omnia Family Wealth position in Q2 2026.
Western Digital made up 0.08% of Omnia Family Wealth's portfolio in Q2 2026, its #74 holding.
Omnia Family Wealth first reported a position in Western Digital in Q4 2016 and has held it in 11 quarters since.
385 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.