Wealthspire Advisors (New York)’s Western Digital WDC Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-1,145	Closed	-$310K	–	1329
2026 Q1	$310K	Sell	1,145 -1,768	-61%	-$462K	﹤0.01%	714
2025 Q4	$502K	Buy	2,913 +2,480	+573%	+$376K	﹤0.01%	601
2025 Q3	$52K	Buy	+433	New	+$35.4K	﹤0.01%	1235
2019 Q1	–	Sell	-352	Closed	-$10K	–	791
2018 Q4	$10K	Buy	+352	New	+$12.5K	﹤0.01%	514

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s WDC Position: Q2 2026 in Review

Wealthspire Advisors (New York) sold out of Western Digital (WDC) in Q2 2026, closing a stake of 1,145 shares — an estimated $310K sold.

Wealthspire Advisors (New York) first reported a position in WDC in Q4 2018 and held it in 4 quarters. The position peaked at $502K in Q4 2025. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Wealthspire Advisors (New York) reported no remaining Western Digital position as of Q2 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,145 Western Digital shares in Q2 2026, an estimated $310K.
Wealthspire Advisors (New York) first reported a position in Western Digital in Q4 2018 and held it in 4 quarters.
Wealthspire Advisors (New York)'s Western Digital position peaked at $502K in Q4 2025.
1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.