USA Financial Formulas
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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
Q3 		– Sell
-3,052
Closed -$1.95M – 538
2026
Q2 		$1.95M Sell
3,052
-2,576
-46% -$1.25M 0.36% 23
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

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

USA Financial Formulas's WDC Position: Q3 2026 in Review

USA Financial Formulas sold out of Western Digital (WDC) in Q3 2026, closing a stake of 3,052 shares — an estimated $1.95M sold.

USA Financial Formulas first reported a position in WDC in Q4 2014 and held it in 14 quarters. The position peaked at $8.54M in Q1 2017. 905 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • USA Financial Formulas reported no remaining Western Digital position as of Q3 2026 after selling out during the quarter.
  • USA Financial Formulas sold 3,052 Western Digital shares in Q3 2026, an estimated $1.95M.
  • USA Financial Formulas first reported a position in Western Digital in Q4 2014 and held it in 14 quarters.
  • USA Financial Formulas's Western Digital position peaked at $8.54M in Q1 2017.
  • 905 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.