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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
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

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's WDC Position: Q1 2026 in Review

Root Financial Partners increased its Western Digital (WDC) stake by 49% in Q1 2026, buying an estimated $152K and bringing the position to 1,768 shares worth $478K. The position accounts for 0.02% of the portfolio, ranked #166.

Root Financial Partners first reported a position in WDC in Q3 2025 and has held it in 3 quarters since. 1,407 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Root Financial Partners held 1,768 shares of Western Digital worth $478K as of Q1 2026.
  • Root Financial Partners bought 584 Western Digital shares in Q1 2026, an estimated $152K.
  • Western Digital made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #166 holding.
  • Root Financial Partners first reported a position in Western Digital in Q3 2025 and has held it in 3 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.