Wealth Effects’s Western Digital WDC Stock Holding History

Wealth Effects’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	$1.02M	Sell	1,600 -100	-6%	-$48.6K	0.28%	73
2026 Q1	$460K	Sell	1,700 -600	-26%	-$157K	0.16%	119
2025 Q4	$396K	Buy	+2,300	New	+$349K	0.12%	127

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

Wealth Effects's WDC Position: Q2 2026 in Review

Wealth Effects reduced its Western Digital (WDC) stake by 5.9% in Q2 2026, selling an estimated $48.6K and leaving 1,600 shares worth $1.02M. The position accounts for 0.28% of the portfolio, ranked #73.

Wealth Effects first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Wealth Effects held 1,600 shares of Western Digital worth $1.02M as of Q2 2026.
Wealth Effects sold 100 Western Digital shares in Q2 2026, an estimated $48.6K.
Western Digital made up 0.28% of Wealth Effects's portfolio in Q2 2026, its #73 holding.
Wealth Effects first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.