SMART Wealth’s Western Digital WDC Stock Holding History

SMART Wealth’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 Q1	$1.84M	Buy	+6,794	New	+$1.77M	0.54%	68

Other funds holding WDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SMART Wealth's WDC Position: Q1 2026 in Review

SMART Wealth opened a new position in Western Digital (WDC) in Q1 2026: 6,794 shares worth $1.84M. The stake represents 0.54% of the portfolio and ranks #68 among its holdings.

1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

SMART Wealth held 6,794 shares of Western Digital worth $1.84M as of Q1 2026.
Western Digital was a new SMART Wealth position in Q1 2026.
Western Digital made up 0.54% of SMART Wealth's portfolio in Q1 2026, its #68 holding.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.