Sherman Wealth Management’s Western Digital WDC Stock Holding History

Sherman 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	$265K	Buy	+414	New	+$201K	0.2%	73

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Trivest Advisors Hong Kong $3.18B AUM 588.53% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Sherman Wealth Management opened a new position in Western Digital (WDC) in Q2 2026: 414 shares worth $265K. The stake represents 0.2% of the portfolio and ranks #73 among its holdings.

1,146 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Sherman Wealth Management held 414 shares of Western Digital worth $265K as of Q2 2026.
Western Digital was a new Sherman Wealth Management position in Q2 2026.
Western Digital made up 0.2% of Sherman Wealth Management's portfolio in Q2 2026, its #73 holding.
1,146 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.