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 Q2	$3.76M	Buy	5,889 +274	+5%	+$133K	0.02%	524
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors's WDC Position: Q2 2026 in Review

Waverly Advisors increased its Western Digital (WDC) stake by 4.9% in Q2 2026, buying an estimated $133K and bringing the position to 5,889 shares worth $3.76M. The position accounts for 0.02% of the portfolio, ranked #524.

Waverly Advisors first reported a position in WDC in Q4 2013 and has held it in 8 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Waverly Advisors held 5,889 shares of Western Digital worth $3.76M as of Q2 2026.
Waverly Advisors bought 274 Western Digital shares in Q2 2026, an estimated $133K.
Western Digital made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #524 holding.
Waverly Advisors first reported a position in Western Digital in Q4 2013 and has held it in 8 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.