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Wakefield Asset Management’s Western Digital WDC Stock Holding History

Wakefield Asset Management’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 		$5.58M Sell
8,737
-5,612
-39% -$2.73M 1.26% 15
2026
Q1 		$3.88M Buy
+14,349
New +$3.75M 1.03% 31
2024
Q4 		– Sell
-64,171
Closed -$3.31M – 177
2024
Q3 		$3.31M Buy
64,171
+410
+0.6% +$20.7K 1.08% 34
2024
Q2 		$3.65M Buy
63,761
+20,935
+49% +$1.16M 1.28% 22
2024
Q1 		$2.21M Buy
+42,826
New +$1.88M 0.76% 43

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wakefield Asset Management's WDC Position: Q2 2026 in Review

Wakefield Asset Management reduced its Western Digital (WDC) stake by 39% in Q2 2026, selling an estimated $2.73M and leaving 8,737 shares worth $5.58M. The position accounts for 1.26% of the portfolio, ranked #15.

Wakefield Asset Management first reported a position in WDC in Q1 2024 and has held it in 5 quarters since. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Wakefield Asset Management held 8,737 shares of Western Digital worth $5.58M as of Q2 2026.
  • Wakefield Asset Management sold 5,612 Western Digital shares in Q2 2026, an estimated $2.73M.
  • Western Digital made up 1.26% of Wakefield Asset Management's portfolio in Q2 2026, its #15 holding.
  • Wakefield Asset Management first reported a position in Western Digital in Q1 2024 and has held it in 5 quarters since.
  • 1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.