Ritholtz Wealth Management’s Western Digital WDC Stock Holding History

Ritholtz Wealth Management’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	$35M	Buy	54,808 +7,421	+16%	+$3.61M	0.52%	28
2026 Q1	$12.8M	Buy	47,387 +17,471	+58%	+$4.56M	0.22%	51
2025 Q4	$5.15M	Buy	29,916 +23,539	+369%	+$3.57M	0.09%	141
2025 Q3	$766K	Buy	+6,377	New	+$521K	0.01%	559
2022 Q1	–	Sell	-4,193	Closed	-$207K	–	623
2021 Q4	$207K	Buy	+4,193	New	+$182K	0.01%	501
2021 Q2	–	Sell	-5,390	Closed	-$272K	–	564
2021 Q1	$272K	Buy	+5,390	New	+$252K	0.02%	334

Other funds holding WDC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ritholtz Wealth Management's WDC Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Western Digital (WDC) stake by 16% in Q2 2026, buying an estimated $3.61M and bringing the position to 54,808 shares worth $35M. The position accounts for 0.52% of the portfolio, ranked #28.

Ritholtz Wealth Management first reported a position in WDC in Q1 2021 and has held it in 6 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Ritholtz Wealth Management held 54,808 shares of Western Digital worth $35M as of Q2 2026.
Ritholtz Wealth Management bought 7,421 Western Digital shares in Q2 2026, an estimated $3.61M.
Western Digital made up 0.52% of Ritholtz Wealth Management's portfolio in Q2 2026, its #28 holding.
Ritholtz Wealth Management first reported a position in Western Digital in Q1 2021 and has held it in 6 quarters since.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.