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 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

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

Selective Wealth Management opened a new position in Western Digital (WDC) in Q2 2026: 428 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #132 among its holdings. This is a return to the name: Selective Wealth Management previously reported a position in WDC as recently as Q2 2020.

Selective Wealth Management first reported a position in WDC in Q3 2019 and has held it in 5 quarters since. 422 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Selective Wealth Management held 428 shares of Western Digital worth $204K as of Q2 2026.
Western Digital was a new Selective Wealth Management position in Q2 2026.
Western Digital made up 0.05% of Selective Wealth Management's portfolio in Q2 2026, its #132 holding.
Selective Wealth Management first reported a position in Western Digital in Q3 2019 and has held it in 5 quarters since.
422 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.