Prospera Financial Services’s Western Digital WDC Stock Holding History

Prospera Financial Services’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	$38.4M	Buy	60,180 +3,470	+6%	+$1.69M	0.56%	27
2026 Q1	$15.3M	Buy	56,710 +31,135	+122%	+$8.13M	0.25%	85
2025 Q4	$4.41M	Sell	25,575 -13,004	-34%	-$1.97M	0.07%	269
2025 Q3	$4.63M	Buy	38,579 +5,849	+18%	+$478K	0.08%	265
2025 Q2	$2.09M	Buy	32,730 +19,175	+141%	+$913K	0.04%	455
2025 Q1	$548K	Buy	+13,555	New	+$643K	0.01%	750
2022 Q3	–	Sell	-5,112	Closed	-$173K	–	1582
2022 Q2	$173K	Buy	5,112 +233	+5%	+$9.36K	0.01%	771
2022 Q1	$183K	Buy	+4,879	New	+$200K	0.01%	910
2020 Q4	–	Sell	-304	Closed	-$8K	–	1576
2020 Q3	$8K	Buy	+304	New	+$9.04K	﹤0.01%	1182
2020 Q1	–	Sell	-17,624	Closed	-$845K	–	629
2019 Q4	$845K	Buy	+17,624	New	+$735K	0.07%	287

Other funds holding WDC

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 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

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Prospera Financial Services's WDC Position: Q2 2026 in Review

Prospera Financial Services increased its Western Digital (WDC) stake by 6.1% in Q2 2026, buying an estimated $1.69M and bringing the position to 60,180 shares worth $38.4M. The position accounts for 0.56% of the portfolio, ranked #27.

Prospera Financial Services first reported a position in WDC in Q4 2019 and has held it in 10 quarters since. 235 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Prospera Financial Services held 60,180 shares of Western Digital worth $38.4M as of Q2 2026.
Prospera Financial Services bought 3,470 Western Digital shares in Q2 2026, an estimated $1.69M.
Western Digital made up 0.56% of Prospera Financial Services's portfolio in Q2 2026, its #27 holding.
Prospera Financial Services first reported a position in Western Digital in Q4 2019 and has held it in 10 quarters since.
235 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.