Values Added Financial’s Western Digital WDC Stock Holding History

Values Added 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
2026 Q2	$202K	Buy	+317	New	+$154K	0.07%	147

Other funds holding WDC

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Values Added Financial's WDC Position: Q2 2026 in Review

Values Added Financial opened a new position in Western Digital (WDC) in Q2 2026: 317 shares worth $202K. The stake represents 0.07% of the portfolio and ranks #147 among its holdings.

675 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Values Added Financial held 317 shares of Western Digital worth $202K as of Q2 2026.
Western Digital was a new Values Added Financial position in Q2 2026.
Western Digital made up 0.07% of Values Added Financial's portfolio in Q2 2026, its #147 holding.
675 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.