Whipplewood Advisors’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.1K Sell
33
-486
-94% -$236K 0.01% 191
2026
Q1
$140K Buy
519
+499
+2,495% +$130K 0.07% 159
2025
Q4
$3.44K Buy
+20
New +$3.03K ﹤0.01% 318
2025
Q3
Sell
-22
Closed -$1.41K 1156
2025
Q2
$1.41K Sell
22
-17
-44% -$809 ﹤0.01% 950
2025
Q1
$889 Buy
39
+10
+34% +$474 ﹤0.01% 1044
2024
Q4
$1.31K Buy
+29
New +$1.46K ﹤0.01% 964

Other funds holding WDC

Whipplewood Advisors's WDC Position: Q2 2026 in Review

Whipplewood Advisors reduced its Western Digital (WDC) stake by 94% in Q2 2026, selling an estimated $236K and leaving 33 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #191.

Whipplewood Advisors first reported a position in WDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $140K in Q1 2026. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Whipplewood Advisors held 33 shares of Western Digital worth $21.1K as of Q2 2026.
  • Whipplewood Advisors sold 486 Western Digital shares in Q2 2026, an estimated $236K.
  • Western Digital made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #191 holding.
  • Whipplewood Advisors first reported a position in Western Digital in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Western Digital position peaked at $140K in Q1 2026.
  • 1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.