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Rothschild Investment LLC’s Western Digital WDC Stock Holding History

Rothschild Investment LLC’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 		$5.4M Buy
8,462
+5,237
+162% +$2.55M 0.2% 104
2026
Q1 		$872K Buy
3,225
+1,113
+53% +$291K 0.05% 293
2025
Q4 		$364K Buy
2,112
+468
+28% +$71K 0.02% 449
2025
Q3 		$197K Buy
1,644
+1,109
+207% +$90.6K 0.01% 616
2025
Q2 		$34.2K Buy
535
+111
+26% +$5.29K ﹤0.01% 880
2025
Q1 		$17.1K Sell
424
-153
-27% -$7.26K ﹤0.01% 1041
2024
Q4 		$26K Buy
577
+76
+15% +$3.82K ﹤0.01% 934
2024
Q3 		$25.9K Sell
501
-163
-25% -$8.24K ﹤0.01% 939
2024
Q2 		$38K Buy
664
+13
+2% +$721 ﹤0.01% 815
2024
Q1 		$33.6K Buy
651
+185
+40% +$8.1K ﹤0.01% 812
2023
Q4 		$18.4K Buy
+466
New +$16.3K ﹤0.01% 883
2019
Q2 		– Sell
-27,561
Closed -$1M – 399
2019
Q1 		$1M Sell
27,561
-5,325
-16% -$182K 0.12% 170
2018
Q4 		$919K Sell
32,886
-19,812
-38% -$702K 0.12% 157
2018
Q3 		$2.33M Buy
52,698
+33,472
+174% +$1.7M 0.27% 99
2018
Q2 		$1.13M Buy
19,226
+9,790
+104% +$623K 0.14% 155
2018
Q1 		$658K Buy
+9,436
New +$635K 0.08% 208
2016
Q4 		– Sell
-15,205
Closed -$672K – 489
2016
Q3 		$672K Buy
15,205
+94
+0.6% +$3.54K 0.08% 221
2016
Q2 		$540K Buy
15,111
+5,764
+62% +$190K 0.07% 247
2016
Q1 		$334K Hold
9,347
– – 0.04% 330
2015
Q4 		$424K Buy
9,347
+4,472
+92% +$228K 0.05% 293
2015
Q3 		$293K Buy
+4,875
New +$293K 0.04% 358

Other funds holding WDC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Rothschild Investment LLC's WDC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Western Digital (WDC) stake by 162% in Q2 2026, buying an estimated $2.55M and bringing the position to 8,462 shares worth $5.4M. The position accounts for 0.2% of the portfolio, ranked #104.

Rothschild Investment LLC first reported a position in WDC in Q3 2015 and has held it in 21 quarters since. 957 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Rothschild Investment LLC held 8,462 shares of Western Digital worth $5.4M as of Q2 2026.
  • Rothschild Investment LLC bought 5,237 Western Digital shares in Q2 2026, an estimated $2.55M.
  • Western Digital made up 0.2% of Rothschild Investment LLC's portfolio in Q2 2026, its #104 holding.
  • Rothschild Investment LLC first reported a position in Western Digital in Q3 2015 and has held it in 21 quarters since.
  • 957 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.