Stifel Financial’s Western Digital WDC Stock Holding History

Stifel Financial’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
2015 Q1	–	Sell	-662	Closed	-$49K	–	2403
2014 Q4	$49K	Buy	+662	New	+$50K	﹤0.01%	2229

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

Stifel Financial's WDC Position: Q2 2026 in Review

Stifel Financial reduced its Western Digital (WDC) stake by 33% in Q2 2026, selling an estimated $26.4M and leaving 112,432 shares worth $71.8M. The position accounts for 0.06% of the portfolio, ranked #309.

Stifel Financial first reported a position in WDC in Q1 2014 and has held it in 50 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Stifel Financial held 112,432 shares of Western Digital worth $71.8M as of Q2 2026.
Stifel Financial sold 54,263 Western Digital shares in Q2 2026, an estimated $26.4M.
Western Digital made up 0.06% of Stifel Financial's portfolio in Q2 2026, its #309 holding.
Stifel Financial first reported a position in Western Digital in Q1 2014 and has held it in 50 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.