Values Added Financial
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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
Q3 		– Sell
-317
Closed -$202K – 149
2026
Q2 		$202K Buy
+317
New +$154K 0.07% 147

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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Values Added Financial's WDC Position: Q3 2026 in Review

Values Added Financial sold out of Western Digital (WDC) in Q3 2026, closing a stake of 317 shares — an estimated $202K sold.

Values Added Financial first reported a position in WDC in Q2 2026 and held it in 1 quarter. The position peaked at $202K in Q2 2026. 629 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Values Added Financial reported no remaining Western Digital position as of Q3 2026 after selling out during the quarter.
  • Values Added Financial sold 317 Western Digital shares in Q3 2026, an estimated $202K.
  • Values Added Financial first reported a position in Western Digital in Q2 2026 and held it in 1 quarter.
  • Values Added Financial's Western Digital position peaked at $202K in Q2 2026.
  • 629 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.