Selective Wealth Management’s Western Digital WDC Stock Holding History

Selective 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 Q3	–	Sell	-428	Closed	-$204K	–	151
2026 Q2	$204K	Buy	+428	New	+$208K	0.05%	132
2020 Q3	–	Sell	-26	Closed	-$1K	–	418
2020 Q2	$1K	Hold	26	–	–	﹤0.01%	410
2020 Q1	$1K	Hold	26	–	–	﹤0.01%	325
2019 Q4	$1K	Sell	26 -30	-54%	-$1.25K	﹤0.01%	319
2019 Q3	$3K	Buy	+56	New	+$2.39K	﹤0.01%	277

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

Selective Wealth Management's WDC Position: Q3 2026 in Review

Selective Wealth Management sold out of Western Digital (WDC) in Q3 2026, closing a stake of 428 shares — an estimated $204K sold.

Selective Wealth Management first reported a position in WDC in Q3 2019 and held it in 5 quarters. The position peaked at $204K in Q2 2026. 595 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Selective Wealth Management reported no remaining Western Digital position as of Q3 2026 after selling out during the quarter.
Selective Wealth Management sold 428 Western Digital shares in Q3 2026, an estimated $204K.
Selective Wealth Management first reported a position in Western Digital in Q3 2019 and held it in 5 quarters.
Selective Wealth Management's Western Digital position peaked at $204K in Q2 2026.
595 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.