Wescott Financial Advisory Group’s Western Digital WDC Stock Holding History

Wescott Financial Advisory Group’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	$271K	Buy	+424	New	+$206K	0.02%	170

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 $3.37T AUM 44.26% 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

Wescott Financial Advisory Group's WDC Position: Q2 2026 in Review

Wescott Financial Advisory Group opened a new position in Western Digital (WDC) in Q2 2026: 424 shares worth $271K. The stake represents 0.02% of the portfolio and ranks #170 among its holdings.

1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Wescott Financial Advisory Group held 424 shares of Western Digital worth $271K as of Q2 2026.
Western Digital was a new Wescott Financial Advisory Group position in Q2 2026.
Western Digital made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #170 holding.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.