Root Financial Partners’s Western Digital WDC Stock Holding History

Root Financial Partners’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	$973K	Sell	2,141 -41	-2%	-$19.9K	0.03%	142
2026 Q2	$1.39M	Buy	2,182 +414	+23%	+$201K	0.05%	96
2026 Q1	$478K	Buy	1,768 +584	+49%	+$152K	0.02%	166
2025 Q4	$204K	Buy	1,184 +129	+12%	+$19.6K	0.01%	297
2025 Q3	$127K	Buy	+1,055	New	+$86.2K	0.01%	365

Other funds holding WDC

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Root Financial Partners's WDC Position: Q3 2026 in Review

Root Financial Partners reduced its Western Digital (WDC) stake by 1.9% in Q3 2026, selling an estimated $19.9K and leaving 2,141 shares worth $973K. The position accounts for 0.03% of the portfolio, ranked #142.

Root Financial Partners first reported a position in WDC in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.39M in Q2 2026. 629 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Root Financial Partners held 2,141 shares of Western Digital worth $973K as of Q3 2026.
Root Financial Partners sold 41 Western Digital shares in Q3 2026, an estimated $19.9K.
Western Digital made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #142 holding.
Root Financial Partners first reported a position in Western Digital in Q3 2025 and has held it in 5 quarters since.
Root Financial Partners's Western Digital position peaked at $1.39M in Q2 2026.
629 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.