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Rise Advisors’s Western Digital WDC Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-315
Closed -$37.8K – 1419
2025
Q3 		$37.8K Buy
315
+20
+7% +$1.63K 0.01% 319
2025
Q2 		$18.9K Buy
295
+32
+12% +$1.52K 0.01% 572
2025
Q1 		$10.6K Sell
263
-228
-46% -$10.8K ﹤0.01% 926
2024
Q4 		$22.1K Hold
491
– – 0.01% 589
2024
Q3 		$25.3K Hold
491
– – 0.01% 515
2024
Q2 		$28.1K Hold
491
– – 0.01% 412
2024
Q1 		$25.3K Buy
+491
New +$21.5K 0.01% 484

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rise Advisors's WDC Position: Q4 2025 in Review

Rise Advisors sold out of Western Digital (WDC) in Q4 2025, closing a stake of 315 shares — an estimated $37.8K sold.

Rise Advisors first reported a position in WDC in Q1 2024 and held it in 7 quarters. The position peaked at $37.8K in Q3 2025. 1,170 funds tracked by Wall St. Rank hold WDC as of Q4 2025.

  • Rise Advisors reported no remaining Western Digital position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 315 Western Digital shares in Q4 2025, an estimated $37.8K.
  • Rise Advisors first reported a position in Western Digital in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Western Digital position peaked at $37.8K in Q3 2025.
  • 1,170 funds tracked by Wall St. Rank held Western Digital as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.