Smith Group Asset Management’s Western Digital WDC Stock Holding History

Smith Group Asset 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 Q3	$1.78M	Sell	3,909 -222	-5%	-$108K	0.12%	46
2026 Q2	$2.64M	Buy	+4,131	New	+$2.01M	0.11%	61
2014 Q2	–	Sell	-359,819	Closed	-$25M	–	449
2014 Q1	$25M	Sell	359,819 -25,129	-7%	-$1.64M	0.95%	47
2013 Q4	$24.5M	Sell	384,948 -29,794	-7%	-$1.66M	0.93%	42
2013 Q3	$19.9M	Sell	414,742 -33,213	-7%	-$1.64M	0.82%	51
2013 Q2	$21.2M	Buy	+447,955	New	+$19.6M	0.92%	37

Other funds holding WDC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Smith Group Asset Management's WDC Position: Q3 2026 in Review

Smith Group Asset Management reduced its Western Digital (WDC) stake by 5.4% in Q3 2026, selling an estimated $108K and leaving 3,909 shares worth $1.78M. The position accounts for 0.12% of the portfolio, ranked #46.

Smith Group Asset Management first reported a position in WDC in Q2 2013 and has held it in 6 quarters since. The position peaked at $25M in Q1 2014. 1,073 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Smith Group Asset Management held 3,909 shares of Western Digital worth $1.78M as of Q3 2026.
Smith Group Asset Management sold 222 Western Digital shares in Q3 2026, an estimated $108K.
Western Digital made up 0.12% of Smith Group Asset Management's portfolio in Q3 2026, its #46 holding.
Smith Group Asset Management first reported a position in Western Digital in Q2 2013 and has held it in 6 quarters since.
Smith Group Asset Management's Western Digital position peaked at $25M in Q1 2014.
1,073 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Smith Group Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.