Waverly Advisors’s Western Digital WDC Stock Holding History

Waverly Advisors’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	$1.52M	Buy	5,615 +1,212	+28%	+$316K	0.01%	704
2025 Q4	$759K	Buy	4,403 +2,079	+89%	+$315K	0.01%	851
2025 Q3	$279K	Buy	+2,324	New	+$190K	﹤0.01%	1069
2014 Q4	–	Sell	-2,646	Closed	-$195K	–	681
2014 Q3	$195K	Hold	2,646	–	–	0.11%	92
2014 Q2	$185K	Hold	2,646	–	–	0.08%	104
2014 Q1	$184K	Hold	2,646	–	–	0.08%	100
2013 Q4	$168K	Buy	+2,646	New	+$148K	0.06%	163

Other funds holding WDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waverly Advisors's WDC Position: Q1 2026 in Review

Waverly Advisors increased its Western Digital (WDC) stake by 28% in Q1 2026, buying an estimated $316K and bringing the position to 5,615 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #704.

Waverly Advisors first reported a position in WDC in Q4 2013 and has held it in 7 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Waverly Advisors held 5,615 shares of Western Digital worth $1.52M as of Q1 2026.
Waverly Advisors bought 1,212 Western Digital shares in Q1 2026, an estimated $316K.
Western Digital made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #704 holding.
Waverly Advisors first reported a position in Western Digital in Q4 2013 and has held it in 7 quarters since.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.