Weatherly Asset Management’s Western Digital WDC Stock Holding History

Weatherly Asset 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
2026 Q2	$1.95M	Hold	3,052	–	–	0.14%	80
2026 Q1	$826K	Sell	3,052 -53	-2%	-$13.8K	0.07%	107
2025 Q4	$535K	Buy	3,105 +30	+1%	+$4.55K	0.04%	130
2025 Q3	$369K	Sell	3,075 -739	-19%	-$60.4K	0.03%	143
2025 Q2	$244K	Buy	+3,814	New	+$182K	0.02%	169
2025 Q1	–	Sell	-5,046	Closed	-$227K	–	186
2024 Q4	$227K	Hold	5,046	–	–	0.02%	166
2024 Q3	$260K	Buy	+5,046	New	+$255K	0.02%	160

Other funds holding WDC

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Weatherly Asset Management's WDC Position: Q2 2026 in Review

Weatherly Asset Management held its Western Digital (WDC) position steady in Q2 2026 at 3,052 shares worth $1.95M. The position accounts for 0.14% of the portfolio, ranked #80.

Weatherly Asset Management first reported a position in WDC in Q3 2024 and has held it in 7 quarters since. 587 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Weatherly Asset Management held 3,052 shares of Western Digital worth $1.95M as of Q2 2026.
Weatherly Asset Management left its Western Digital share count unchanged in Q2 2026.
Western Digital made up 0.14% of Weatherly Asset Management's portfolio in Q2 2026, its #80 holding.
Weatherly Asset Management first reported a position in Western Digital in Q3 2024 and has held it in 7 quarters since.
587 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.