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WealthTrak Capital Management’s Western Digital WDC Stock Holding History

WealthTrak Capital Management’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
2025
Q3 		– Sell
-55
Closed -$3.52K – 881
2025
Q2 		$3.52K Buy
55
+20
+57% +$952 ﹤0.01% 345
2025
Q1 		$1.42K Buy
+35
New +$1.66K ﹤0.01% 447

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthTrak Capital Management's WDC Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Western Digital (WDC) in Q3 2025, closing a stake of 55 shares — an estimated $3.52K sold.

WealthTrak Capital Management first reported a position in WDC in Q1 2025 and held it in 2 quarters. The position peaked at $3.52K in Q2 2025. 960 funds tracked by Wall St. Rank hold WDC as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Western Digital position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 55 Western Digital shares in Q3 2025, an estimated $3.52K.
  • WealthTrak Capital Management first reported a position in Western Digital in Q1 2025 and held it in 2 quarters.
  • WealthTrak Capital Management's Western Digital position peaked at $3.52K in Q2 2025.
  • 960 funds tracked by Wall St. Rank held Western Digital as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.