Retirement Planning Company of New England’s Western Digital WDC Stock Holding History

Retirement Planning Company of New England’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	$839K	Sell	1,313 -522	-28%	-$254K	0.3%	89
2026 Q1	$496K	Buy	1,835 +1	+0.1%	+$261	0.2%	129
2025 Q4	$316K	Sell	1,834 -9	-0.5%	-$1.36K	0.13%	180
2025 Q3	$221K	Buy	+1,843	New	+$151K	0.09%	227
2022 Q1	–	Sell	-3,227	Closed	-$159K	–	883
2021 Q4	$159K	Buy	+3,227	New	+$140K	0.08%	246

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Retirement Planning Company of New England's WDC Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Western Digital (WDC) stake by 28% in Q2 2026, selling an estimated $254K and leaving 1,313 shares worth $839K. The position accounts for 0.3% of the portfolio, ranked #89.

Retirement Planning Company of New England first reported a position in WDC in Q4 2021 and has held it in 5 quarters since. 1,094 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Retirement Planning Company of New England held 1,313 shares of Western Digital worth $839K as of Q2 2026.
Retirement Planning Company of New England sold 522 Western Digital shares in Q2 2026, an estimated $254K.
Western Digital made up 0.3% of Retirement Planning Company of New England's portfolio in Q2 2026, its #89 holding.
Retirement Planning Company of New England first reported a position in Western Digital in Q4 2021 and has held it in 5 quarters since.
1,094 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.