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 $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

Stifel Financial's WDC Position: Q1 2026 in Review

Stifel Financial increased its Western Digital (WDC) stake by 3.7% in Q1 2026, buying an estimated $1.57M and bringing the position to 166,695 shares worth $45.1M. The position accounts for 0.04% of the portfolio, ranked #390.

Stifel Financial first reported a position in WDC in Q1 2014 and has held it in 49 quarters since. 1,408 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Stifel Financial held 166,695 shares of Western Digital worth $45.1M as of Q1 2026.
Stifel Financial bought 6,002 Western Digital shares in Q1 2026, an estimated $1.57M.
Western Digital made up 0.04% of Stifel Financial's portfolio in Q1 2026, its #390 holding.
Stifel Financial first reported a position in Western Digital in Q1 2014 and has held it in 49 quarters since.
1,408 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.