True Wealth Design
WDC icon

True Wealth Design’s Western Digital WDC Stock Holding History

True Wealth Design’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 		$333K Sell
733
-142
-16% -$69K 0.08% 65
2026
Q2 		$559K Buy
875
+44
+5% +$21.4K 0.13% 36
2026
Q1 		$225K Buy
831
+216
+35% +$56.4K 0.06% 80
2025
Q4 		$106K Buy
615
+230
+60% +$34.9K 0.03% 176
2025
Q3 		$46.2K Buy
385
+219
+132% +$17.9K 0.01% 335
2025
Q2 		$10.6K Sell
166
-55
-25% -$2.62K ﹤0.01% 556
2025
Q1 		$8.94K Buy
221
+168
+317% +$7.97K ﹤0.01% 507
2024
Q4 		$2.39K Sell
53
-521
-91% -$26.2K ﹤0.01% 693
2024
Q3 		$29.6K Buy
574
+549
+2,196% +$27.7K 0.01% 252
2024
Q2 		$1.44K Buy
25
+6
+32% +$333 ﹤0.01% 434
2024
Q1 		$956 Buy
19
+8
+73% +$350 ﹤0.01% 477
2023
Q4 		$419 Buy
11
+2
+22% +$70 ﹤0.01% 515
2023
Q3 		$320 Buy
9
+1
+13% +$32 ﹤0.01% 543
2023
Q2 		$228 Sell
8
-36
-82% -$1K ﹤0.01% 629
2023
Q1 		$1.24K Buy
44
+36
+450% +$1.06K ﹤0.01% 381
2022
Q4 		$189 Buy
+8
New +$211 ﹤0.01% 674

Other funds holding WDC

AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

True Wealth Design's WDC Position: Q3 2026 in Review

True Wealth Design reduced its Western Digital (WDC) stake by 16% in Q3 2026, selling an estimated $69K and leaving 733 shares worth $333K. The position accounts for 0.08% of the portfolio, ranked #65.

True Wealth Design first reported a position in WDC in Q4 2022 and has held it in 16 quarters since. The position peaked at $559K in Q2 2026. 429 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • True Wealth Design held 733 shares of Western Digital worth $333K as of Q3 2026.
  • True Wealth Design sold 142 Western Digital shares in Q3 2026, an estimated $69K.
  • Western Digital made up 0.08% of True Wealth Design's portfolio in Q3 2026, its #65 holding.
  • True Wealth Design first reported a position in Western Digital in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Western Digital position peaked at $559K in Q2 2026.
  • 429 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.