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 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 $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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s WDC Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Western Digital (WDC) stake by 61% in Q1 2026, selling an estimated $462K and leaving 1,145 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Wealthspire Advisors (New York) first reported a position in WDC in Q4 2018 and has held it in 4 quarters since. The position peaked at $502K in Q4 2025. 1,412 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Wealthspire Advisors (New York) held 1,145 shares of Western Digital worth $310K as of Q1 2026.
Wealthspire Advisors (New York) sold 1,768 Western Digital shares in Q1 2026, an estimated $462K.
Western Digital made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #714 holding.
Wealthspire Advisors (New York) first reported a position in Western Digital in Q4 2018 and has held it in 4 quarters since.
Wealthspire Advisors (New York)'s Western Digital position peaked at $502K in Q4 2025.
1,412 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.