Sigma Planning Corp’s Western Digital WDC Stock Holding History

Sigma Planning Corp’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	$448K	Buy	+702	New	+$341K	0.01%	967
2022 Q2	–	Sell	-5,861	Closed	-$220K	–	1446
2022 Q1	$220K	Buy	5,861 +463	+9%	+$19K	0.01%	1203
2021 Q4	$266K	Buy	5,398 +615	+13%	+$26.7K	0.01%	1148
2021 Q3	$204K	Sell	4,783 -926	-16%	-$44K	0.01%	1263
2021 Q2	$307K	Sell	5,709 -407	-7%	-$22K	0.01%	1069
2021 Q1	$309K	Buy	6,116 +661	+12%	+$30.9K	0.01%	973
2020 Q4	$228K	Buy	+5,455	New	+$181K	0.01%	1036
2020 Q3	–	Sell	-25,369	Closed	-$847K	–	1169
2020 Q2	$847K	Buy	25,369 +5,091	+25%	+$165K	0.04%	435
2020 Q1	$638K	Sell	20,278 -8,468	-29%	-$375K	0.04%	418
2019 Q4	$1.38M	Buy	28,746 +6,043	+27%	+$252K	0.06%	329
2019 Q3	$1.02M	Buy	22,703 +301	+1%	+$12.8K	0.05%	365
2019 Q2	$805K	Buy	22,402 +4,978	+29%	+$171K	0.04%	400
2019 Q1	$633K	Buy	17,424 +8,085	+87%	+$277K	0.04%	445
2018 Q4	$261K	Buy	+9,339	New	+$331K	0.02%	660
2018 Q3	–	Sell	-4,104	Closed	-$240K	–	1008
2018 Q2	$240K	Sell	4,104 -100	-2%	-$6.36K	0.02%	749
2018 Q1	$293K	Buy	4,204 +89	+2%	+$5.99K	0.02%	617
2017 Q4	$247K	Sell	4,115 -407	-9%	-$26.2K	0.02%	687
2017 Q3	$295K	Buy	4,522 +138	+3%	+$9.16K	0.02%	615
2017 Q2	$294K	Hold	4,384	–	–	0.03%	581
2017 Q1	$274K	Buy	4,384 +463	+12%	+$26.6K	0.03%	602
2016 Q4	$201K	Buy	+3,921	New	+$181K	0.02%	646

Other funds holding WDC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sigma Planning Corp's WDC Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Western Digital (WDC) in Q2 2026: 702 shares worth $448K. The stake represents 0.01% of the portfolio and ranks #967 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in WDC as recently as Q1 2022.

Sigma Planning Corp first reported a position in WDC in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.38M in Q4 2019. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Sigma Planning Corp held 702 shares of Western Digital worth $448K as of Q2 2026.
Western Digital was a new Sigma Planning Corp position in Q2 2026.
Western Digital made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #967 holding.
Sigma Planning Corp first reported a position in Western Digital in Q4 2016 and has held it in 21 quarters since.
Sigma Planning Corp's Western Digital position peaked at $1.38M in Q4 2019.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.