WBI Investments’s Western Digital WDC Stock Holding History

WBI Investments’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
2025 Q4	–	Sell	-3,543	Closed	-$425K	–	393
2025 Q3	$425K	Buy	+3,543	New	+$290K	0.11%	215
2019 Q3	–	Sell	-90,766	Closed	-$3.26M	–	283
2019 Q2	$3.26M	Sell	90,766 -34,423	-27%	-$1.18M	0.29%	73
2019 Q1	$4.55M	Buy	+125,189	New	+$4.29M	0.35%	67
2017 Q2	–	Sell	-16,377	Closed	-$1.02M	–	373
2017 Q1	$1.02M	Sell	16,377 -49,372	-75%	-$2.84M	0.05%	202
2016 Q4	$3.38M	Buy	+65,749	New	+$3.03M	0.15%	110

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WBI Investments's WDC Position: Q4 2025 in Review

WBI Investments sold out of Western Digital (WDC) in Q4 2025, closing a stake of 3,543 shares — an estimated $425K sold.

WBI Investments first reported a position in WDC in Q4 2016 and held it in 5 quarters. The position peaked at $4.55M in Q1 2019. 1,174 funds tracked by Wall St. Rank hold WDC as of Q4 2025.

WBI Investments reported no remaining Western Digital position as of Q4 2025 after selling out during the quarter.
WBI Investments sold 3,543 Western Digital shares in Q4 2025, an estimated $425K.
WBI Investments first reported a position in Western Digital in Q4 2016 and held it in 5 quarters.
WBI Investments's Western Digital position peaked at $4.55M in Q1 2019.
1,174 funds tracked by Wall St. Rank held Western Digital as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.