SWIM
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Smallwood Wealth Investment Management’s Western Digital WDC Stock Holding History

Smallwood Wealth Investment 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 		$11.5K Sell
18
-37
-67% -$18K 0.01% 324
2026
Q1 		$14.9K Hold
55
– – 0.01% 285
2025
Q4 		$9.47K Buy
55
+19
+53% +$2.88K 0.01% 317
2025
Q3 		$4.32K Buy
+36
New +$2.94K ﹤0.01% 360

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Smallwood Wealth Investment Management's WDC Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Western Digital (WDC) stake by 67% in Q2 2026, selling an estimated $18K and leaving 18 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #324.

Smallwood Wealth Investment Management first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.9K in Q1 2026. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Smallwood Wealth Investment Management held 18 shares of Western Digital worth $11.5K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 37 Western Digital shares in Q2 2026, an estimated $18K.
  • Western Digital made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #324 holding.
  • Smallwood Wealth Investment Management first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • Smallwood Wealth Investment Management's Western Digital position peaked at $14.9K in Q1 2026.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.