USA Financial Formulas’s Western Digital WDC Stock Holding History

USA Financial Formulas’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 Q1	$1.52M	Buy	5,628 +1,355	+32%	+$354K	0.29%	19
2025 Q4	$736K	Sell	4,273 -4,982	-54%	-$755K	0.13%	50
2025 Q3	$1.11M	Buy	+9,255	New	+$756K	0.2%	34
2021 Q3	–	Sell	-17,113	Closed	-$921K	–	491
2021 Q2	$921K	Buy	+17,113	New	+$925K	0.77%	66
2018 Q4	–	Sell	-7,204	Closed	-$421K	–	415
2018 Q3	$421K	Buy	+7,204	New	+$365K	0.11%	150
2018 Q1	–	Sell	-8,782	Closed	-$528K	–	423
2017 Q4	$528K	Sell	8,782 -37,282	-81%	-$2.4M	0.13%	133
2017 Q3	$3.01M	Sell	46,064 -62,999	-58%	-$4.18M	0.72%	71
2017 Q2	$7.3M	Sell	109,063 -27,910	-20%	-$1.85M	1.76%	4
2017 Q1	$8.54M	Buy	136,973 +124,043	+959%	+$7.13M	2.06%	6
2016 Q4	$664K	Buy	+12,930	New	+$596K	0.17%	99
2015 Q3	–	Sell	-6,286	Closed	-$373K	–	208
2015 Q2	$373K	Buy	6,286 +1,200	+24%	+$86K	0.11%	163
2015 Q1	$350K	Sell	5,086 -95	-2%	-$7.43K	0.11%	148
2014 Q4	$434K	Buy	+5,181	New	+$391K	0.15%	133

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

USA Financial Formulas's WDC Position: Q1 2026 in Review

USA Financial Formulas increased its Western Digital (WDC) stake by 32% in Q1 2026, buying an estimated $354K and bringing the position to 5,628 shares worth $1.52M. The position accounts for 0.29% of the portfolio, ranked #19.

USA Financial Formulas first reported a position in WDC in Q4 2014 and has held it in 13 quarters since. The position peaked at $8.54M in Q1 2017. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

USA Financial Formulas held 5,628 shares of Western Digital worth $1.52M as of Q1 2026.
USA Financial Formulas bought 1,355 Western Digital shares in Q1 2026, an estimated $354K.
Western Digital made up 0.29% of USA Financial Formulas's portfolio in Q1 2026, its #19 holding.
USA Financial Formulas first reported a position in Western Digital in Q4 2014 and has held it in 13 quarters since.
USA Financial Formulas's Western Digital position peaked at $8.54M in Q1 2017.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.