Waterfront Wealth’s Western Digital WDC Stock Holding History

Waterfront Wealth’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	-350	Closed	-$204K	–	315
2026 Q2	$204K	Buy	+350	New	+$170K	0.03%	289

Other funds holding WDC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Waterfront Wealth's WDC Position: Q3 2026 in Review

Waterfront Wealth sold out of Western Digital (WDC) in Q3 2026, closing a stake of 350 shares — an estimated $204K sold.

Waterfront Wealth first reported a position in WDC in Q2 2026 and held it in 1 quarter. The position peaked at $204K in Q2 2026. 1,073 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Waterfront Wealth reported no remaining Western Digital position as of Q3 2026 after selling out during the quarter.
Waterfront Wealth sold 350 Western Digital shares in Q3 2026, an estimated $204K.
Waterfront Wealth first reported a position in Western Digital in Q2 2026 and held it in 1 quarter.
Waterfront Wealth's Western Digital position peaked at $204K in Q2 2026.
1,073 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.