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 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 $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

Wealth Effects's WDC Position: Q1 2026 in Review

Wealth Effects reduced its Western Digital (WDC) stake by 26% in Q1 2026, selling an estimated $157K and leaving 1,700 shares worth $460K. The position accounts for 0.16% of the portfolio, ranked #119.

Wealth Effects first reported a position in WDC in Q4 2025 and has held it in 2 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Wealth Effects held 1,700 shares of Western Digital worth $460K as of Q1 2026.
Wealth Effects sold 600 Western Digital shares in Q1 2026, an estimated $157K.
Western Digital made up 0.16% of Wealth Effects's portfolio in Q1 2026, its #119 holding.
Wealth Effects first reported a position in Western Digital in Q4 2025 and has held it in 2 quarters since.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.