Retirement Wealth Solutions
WDC icon

Retirement Wealth Solutions’s Western Digital WDC Stock Holding History

Retirement Wealth Solutions’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 		$43.2K Buy
95
+46
+94% +$22.4K 0.02% 118
2026
Q2 		$31.3K Buy
49
+1
+2% +$486 0.02% 117
2026
Q1 		$13K Buy
48
+30
+167% +$7.83K 0.01% 182
2025
Q4 		$3.1K Buy
+18
New +$2.73K ﹤0.01% 385

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Retirement Wealth Solutions's WDC Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Western Digital (WDC) stake by 94% in Q3 2026, buying an estimated $22.4K and bringing the position to 95 shares worth $43.2K. The position accounts for 0.02% of the portfolio, ranked #118.

Retirement Wealth Solutions first reported a position in WDC in Q4 2025 and has held it in 4 quarters since. 905 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Retirement Wealth Solutions held 95 shares of Western Digital worth $43.2K as of Q3 2026.
  • Retirement Wealth Solutions bought 46 Western Digital shares in Q3 2026, an estimated $22.4K.
  • Western Digital made up 0.02% of Retirement Wealth Solutions's portfolio in Q3 2026, its #118 holding.
  • Retirement Wealth Solutions first reported a position in Western Digital in Q4 2025 and has held it in 4 quarters since.
  • 905 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.