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Optimize Financial’s Western Digital WDC Stock Holding History

Optimize Financial’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 		$3.09M Buy
+11,426
New +$2.98M 1.52% 5

Other funds holding WDC

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Optimize Financial's WDC Position: Q1 2026 in Review

Optimize Financial opened a new position in Western Digital (WDC) in Q1 2026: 11,426 shares worth $3.09M. The stake represents 1.52% of the portfolio and ranks #5 among its holdings.

1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Optimize Financial held 11,426 shares of Western Digital worth $3.09M as of Q1 2026.
  • Western Digital was a new Optimize Financial position in Q1 2026.
  • Western Digital made up 1.52% of Optimize Financial's portfolio in Q1 2026, its #5 holding.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.