Phoenix Financial’s Western Digital WDC Stock Holding History

Phoenix 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 Q3	$574K	Buy	1,263 +710	+128%	+$345K	﹤0.01%	329
2026 Q2	$353K	Buy	+553	New	+$269K	﹤0.01%	396
2021 Q4	–	Sell	-617,034	Closed	-$26.3M	–	441
2021 Q3	$26.3M	Buy	617,034 +66,150	+12%	+$3.14M	0.46%	71
2021 Q2	$29.6M	Sell	550,884 -32,145	-6%	-$1.74M	0.56%	66
2021 Q1	$29.4M	Buy	583,029 +41,209	+8%	+$1.93M	0.66%	53
2020 Q4	$22.6M	Sell	541,820 -60,586	-10%	-$2.01M	0.61%	61
2020 Q3	$15.7M	Buy	602,406 +138,188	+30%	+$4.11M	0.66%	59
2020 Q2	$14.7M	Sell	464,218 -56,515	-11%	-$1.83M	0.62%	55
2020 Q1	$16M	Buy	+520,733	New	+$23.1M	0.81%	42

Other funds holding WDC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Phoenix Financial's WDC Position: Q3 2026 in Review

Phoenix Financial increased its Western Digital (WDC) stake by 128% in Q3 2026, buying an estimated $345K and bringing the position to 1,263 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Phoenix Financial first reported a position in WDC in Q1 2020 and has held it in 9 quarters since. The position peaked at $29.6M in Q2 2021. 983 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Phoenix Financial held 1,263 shares of Western Digital worth $574K as of Q3 2026.
Phoenix Financial bought 710 Western Digital shares in Q3 2026, an estimated $345K.
Western Digital made up ﹤0.01% of Phoenix Financial's portfolio in Q3 2026, its #329 holding.
Phoenix Financial first reported a position in Western Digital in Q1 2020 and has held it in 9 quarters since.
Phoenix Financial's Western Digital position peaked at $29.6M in Q2 2021.
983 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.