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Wellspring Financial Advisors’s Western Digital WDC Stock Holding History

Wellspring Financial Advisors’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 		$567K Sell
885
-51
-5% -$24.8K 0.04% 156
2026
Q1 		$253K Sell
936
-278
-23% -$72.6K 0.02% 236
2025
Q4 		$211K Buy
+1,214
New +$184K 0.02% 257

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellspring Financial Advisors's WDC Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Western Digital (WDC) stake by 5.4% in Q2 2026, selling an estimated $24.8K and leaving 885 shares worth $567K. The position accounts for 0.04% of the portfolio, ranked #156.

Wellspring Financial Advisors first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Wellspring Financial Advisors held 885 shares of Western Digital worth $567K as of Q2 2026.
  • Wellspring Financial Advisors sold 51 Western Digital shares in Q2 2026, an estimated $24.8K.
  • Western Digital made up 0.04% of Wellspring Financial Advisors's portfolio in Q2 2026, its #156 holding.
  • Wellspring Financial Advisors first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.