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Waterloo Capital’s Western Digital WDC Stock Holding History

Waterloo Capital’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
Q1 		$459K Buy
1,695
+220
+15% +$57.4K 0.03% 322
2025
Q4 		$254K Sell
1,475
-641
-30% -$97.2K 0.02% 407
2025
Q3 		$254K Buy
+2,116
New +$173K 0.02% 387
2024
Q3 		– Sell
-3,651
Closed -$209K – 400
2024
Q2 		$209K Sell
3,651
-236
-6% -$13.1K 0.03% 332
2024
Q1 		$200K Buy
+3,887
New +$170K 0.03% 349

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waterloo Capital's WDC Position: Q1 2026 in Review

Waterloo Capital increased its Western Digital (WDC) stake by 15% in Q1 2026, buying an estimated $57.4K and bringing the position to 1,695 shares worth $459K. The position accounts for 0.03% of the portfolio, ranked #322.

Waterloo Capital first reported a position in WDC in Q1 2024 and has held it in 5 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Waterloo Capital held 1,695 shares of Western Digital worth $459K as of Q1 2026.
  • Waterloo Capital bought 220 Western Digital shares in Q1 2026, an estimated $57.4K.
  • Western Digital made up 0.03% of Waterloo Capital's portfolio in Q1 2026, its #322 holding.
  • Waterloo Capital first reported a position in Western Digital in Q1 2024 and has held it in 5 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.