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Omnitrust Wealth Management’s Western Digital WDC Stock Holding History

Omnitrust Wealth 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 		$239K Buy
+883
New +$231K 0.31% 51
2025
Q2 		$568K Buy
+889
New +$42.3K 0.67% 26

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Omnitrust Wealth Management's WDC Position: Q1 2026 in Review

Omnitrust Wealth Management opened a new position in Western Digital (WDC) in Q1 2026: 883 shares worth $239K. The stake represents 0.31% of the portfolio and ranks #51 among its holdings. This is a return to the name: Omnitrust Wealth Management previously reported a position in WDC as recently as Q2 2025.

Omnitrust Wealth Management first reported a position in WDC in Q2 2025 and has held it in 2 quarters since. The position peaked at $568K in Q2 2025. 1,417 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Omnitrust Wealth Management held 883 shares of Western Digital worth $239K as of Q1 2026.
  • Western Digital was a new Omnitrust Wealth Management position in Q1 2026.
  • Western Digital made up 0.31% of Omnitrust Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Omnitrust Wealth Management first reported a position in Western Digital in Q2 2025 and has held it in 2 quarters since.
  • Omnitrust Wealth Management's Western Digital position peaked at $568K in Q2 2025.
  • 1,417 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.