Simplicity Wealth’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2M Buy
3,138
+1,515
+93% +$737K 0.07% 279
2026
Q1
$439K Buy
+1,623
New +$424K 0.02% 485
2024
Q3
Sell
-4,669
Closed -$267K 1214
2024
Q2
$267K Buy
+4,669
New +$259K 0.01% 988

Other funds holding WDC

Simplicity Wealth's WDC Position: Q2 2026 in Review

Simplicity Wealth increased its Western Digital (WDC) stake by 93% in Q2 2026, buying an estimated $737K and bringing the position to 3,138 shares worth $2M. The position accounts for 0.07% of the portfolio, ranked #279.

Simplicity Wealth first reported a position in WDC in Q2 2024 and has held it in 3 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Simplicity Wealth held 3,138 shares of Western Digital worth $2M as of Q2 2026.
  • Simplicity Wealth bought 1,515 Western Digital shares in Q2 2026, an estimated $737K.
  • Western Digital made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #279 holding.
  • Simplicity Wealth first reported a position in Western Digital in Q2 2024 and has held it in 3 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.