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 Q2	$5.24M	Buy	8,197 +1,403	+21%	+$682K	1.13%	18
2026 Q1	$1.84M	Buy	+6,794	New	+$1.77M	0.54%	68

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

SMART Wealth's WDC Position: Q2 2026 in Review

SMART Wealth increased its Western Digital (WDC) stake by 21% in Q2 2026, buying an estimated $682K and bringing the position to 8,197 shares worth $5.24M. The position accounts for 1.13% of the portfolio, ranked #18.

SMART Wealth first reported a position in WDC in Q1 2026 and has held it in 2 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

SMART Wealth held 8,197 shares of Western Digital worth $5.24M as of Q2 2026.
SMART Wealth bought 1,403 Western Digital shares in Q2 2026, an estimated $682K.
Western Digital made up 1.13% of SMART Wealth's portfolio in Q2 2026, its #18 holding.
SMART Wealth first reported a position in Western Digital in Q1 2026 and has held it in 2 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

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