Westwood Holdings Group’s Western Digital WDC Stock Holding History

Westwood Holdings 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	$328K	Buy	+514	New	+$250K	﹤0.01%	549
2021 Q3	–	Sell	-5,292	Closed	-$285K	–	477
2021 Q2	$285K	Hold	5,292	–	–	﹤0.01%	406
2021 Q1	$267K	Hold	5,292	–	–	﹤0.01%	412
2020 Q4	$222K	Buy	+5,292	New	+$176K	﹤0.01%	413
2016 Q1	–	Sell	-119,467	Closed	-$5.42M	–	425
2015 Q4	$5.42M	Buy	119,467 +29,511	+33%	+$1.51M	0.05%	221
2015 Q3	$5.4M	Buy	89,956 +331	+0.4%	+$19.9K	0.05%	221
2015 Q2	$5.31M	Buy	89,625 +30,329	+51%	+$2.17M	0.04%	230
2015 Q1	$4.08M	Sell	59,296 -29,214	-33%	-$2.28M	0.03%	236
2014 Q4	$7.41M	Sell	88,510 -28,254	-24%	-$2.13M	0.06%	205
2014 Q3	$8.59M	Sell	116,764 -9,675	-8%	-$727K	0.07%	186
2014 Q2	$8.82M	Sell	126,439 -15,810	-11%	-$1.06M	0.06%	179
2014 Q1	$9.87M	Sell	142,249 -1,667	-1%	-$109K	0.08%	161
2013 Q4	$9.13M	Sell	143,916 -130,235	-48%	-$7.28M	0.07%	153
2013 Q3	$13.1M	Sell	274,151 -117,603	-30%	-$5.81M	0.11%	151
2013 Q2	$18.4M	Buy	+391,754	New	+$17.2M	0.16%	141

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

Westwood Holdings Group's WDC Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in Western Digital (WDC) in Q2 2026: 514 shares worth $328K. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in WDC as recently as Q2 2021.

Westwood Holdings Group first reported a position in WDC in Q2 2013 and has held it in 15 quarters since. The position peaked at $18.4M in Q2 2013. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Westwood Holdings Group held 514 shares of Western Digital worth $328K as of Q2 2026.
Western Digital was a new Westwood Holdings Group position in Q2 2026.
Western Digital made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #549 holding.
Westwood Holdings Group first reported a position in Western Digital in Q2 2013 and has held it in 15 quarters since.
Westwood Holdings Group's Western Digital position peaked at $18.4M in Q2 2013.
1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.