Trifecta Capital Advisors
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Trifecta Capital Advisors’s Western Digital WDC Stock Holding History

Trifecta Capital Advisors’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 		$65.4K Buy
144
+141
+4,700% +$68.6K 0.01% 171
2026
Q2 		$1.92K Buy
+3
New +$1.46K ﹤0.01% 308
2025
Q2 		– Sell
-20
Closed -$809 – 510
2025
Q1 		$809 Sell
20
-6
-23% -$285 ﹤0.01% 393
2024
Q4 		$1.19K Buy
+26
New +$1.31K ﹤0.01% 355

Other funds holding WDC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Trifecta Capital Advisors's WDC Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Western Digital (WDC) stake by 4,700% in Q3 2026, buying an estimated $68.6K and bringing the position to 144 shares worth $65.4K. The position accounts for 0.01% of the portfolio, ranked #171.

Trifecta Capital Advisors first reported a position in WDC in Q4 2024 and has held it in 4 quarters since. 917 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Trifecta Capital Advisors held 144 shares of Western Digital worth $65.4K as of Q3 2026.
  • Trifecta Capital Advisors bought 141 Western Digital shares in Q3 2026, an estimated $68.6K.
  • Western Digital made up 0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #171 holding.
  • Trifecta Capital Advisors first reported a position in Western Digital in Q4 2024 and has held it in 4 quarters since.
  • 917 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.