Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Western Digital WDC Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$168M Buy
440,014
+208,803
+90% +$102M 0.25% 62
2026
Q2 		$130M Buy
231,211
+136,813
+145% +$66.5M 0.22% 81
2026
Q1 		$25.6M Buy
94,398
+19,539
+26% +$5.1M 0.05% 318
2025
Q4 		$16.7M Buy
74,859
+9,112
+14% +$1.38M 0.02% 530
2025
Q3 		$7.88M Buy
65,747
+9,689
+17% +$792K 0.01% 744
2025
Q2 		$3.7M Buy
56,058
+27,220
+94% +$1.3M 0.01% 1040
2025
Q1 		$1.17M Buy
28,838
+3,881
+16% +$184K ﹤0.01% 1526
2024
Q4 		$1.12M Buy
24,957
+5,721
+30% +$288K ﹤0.01% 1474
2024
Q3 		$993K Buy
19,236
+8,790
+84% +$444K ﹤0.01% 1402
2024
Q2 		$598K Buy
10,446
+1,817
+21% +$101K ﹤0.01% 1537
2024
Q1 		$445K Buy
8,629
+2,156
+33% +$94.4K ﹤0.01% 1652
2023
Q4 		$256K Sell
6,473
-16,800
-72% -$588K ﹤0.01% 1928
2023
Q3 		$803K Buy
+23,273
New +$734K ﹤0.01% 1189
2022
Q4 		– Sell
-40,183
Closed -$1.08M – 374
2022
Q3 		$1.08M Buy
+40,183
New +$1.33M 0.02% 228
2021
Q4 		– Sell
-28,781
Closed -$1.22M – 337
2021
Q3 		$1.22M Buy
+28,781
New +$1.37M 0.02% 199
2020
Q4 		– Sell
-83,026
Closed -$2.4M – 251
2020
Q3 		$2.4M Buy
+83,026
New +$2.47M 0.06% 101
2018
Q4 		– Sell
-18,956
Closed -$750K – 212
2018
Q3 		$750K Buy
18,956
+2,874
+18% +$146K 0.05% 137
2018
Q2 		$968K Buy
+16,082
New +$1.02M 0.06% 125
2018
Q1 		– Sell
-15,941
Closed -$1M – 186
2017
Q4 		$1M Sell
15,941
-1,060
-6% -$68.3K 0.07% 112
2017
Q3 		$1.08M Buy
+17,001
New +$1.13M 0.09% 87
2016
Q3 		– Sell
-33,871
Closed -$1.21M – 183
2016
Q2 		$1.21M Buy
33,871
+5,651
+20% +$186K 0.22% 95
2016
Q1 		$988K Buy
28,220
+11,050
+64% +$395K 0.2% 110
2015
Q4 		$779K Buy
+17,170
New +$877K 0.2% 111

Other funds holding WDC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Wealth Enhancement Advisory Services's WDC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Western Digital (WDC) stake by 90% in Q3 2026, buying an estimated $102M and bringing the position to 440,014 shares worth $168M. The position accounts for 0.25% of the portfolio, ranked #62.

Wealth Enhancement Advisory Services first reported a position in WDC in Q4 2015 and has held it in 23 quarters since. 1,447 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 440,014 shares of Western Digital worth $168M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 208,803 Western Digital shares in Q3 2026, an estimated $102M.
  • Western Digital made up 0.25% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #62 holding.
  • Wealth Enhancement Advisory Services first reported a position in Western Digital in Q4 2015 and has held it in 23 quarters since.
  • 1,447 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.