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 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

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

Smith Group Asset Management's WDC Position: Q2 2026 in Review

Smith Group Asset Management opened a new position in Western Digital (WDC) in Q2 2026: 4,131 shares worth $2.64M. The stake represents 0.11% of the portfolio and ranks #61 among its holdings. This is a return to the name: Smith Group Asset Management previously reported a position in WDC as recently as Q1 2014.

Smith Group Asset Management first reported a position in WDC in Q2 2013 and has held it in 5 quarters since. The position peaked at $25M in Q1 2014. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Smith Group Asset Management held 4,131 shares of Western Digital worth $2.64M as of Q2 2026.
Western Digital was a new Smith Group Asset Management position in Q2 2026.
Western Digital made up 0.11% of Smith Group Asset Management's portfolio in Q2 2026, its #61 holding.
Smith Group Asset Management first reported a position in Western Digital in Q2 2013 and has held it in 5 quarters since.
Smith Group Asset Management's Western Digital position peaked at $25M in Q1 2014.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.