Wilkerson Advisory Group’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
$162K Buy
253
+4
+2% +$1.95K 0.05% 116
2026
Q1
$67.4K Buy
249
+133
+115% +$34.7K 0.02% 182
2025
Q4
$20K Buy
+116
New +$17.6K 0.01% 239

Other funds holding WDC

Wilkerson Advisory Group's WDC Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Western Digital (WDC) stake by 1.6% in Q2 2026, buying an estimated $1.95K and bringing the position to 253 shares worth $162K. The position accounts for 0.05% of the portfolio, ranked #116.

Wilkerson Advisory Group first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Wilkerson Advisory Group held 253 shares of Western Digital worth $162K as of Q2 2026.
  • Wilkerson Advisory Group bought 4 Western Digital shares in Q2 2026, an estimated $1.95K.
  • Western Digital made up 0.05% of Wilkerson Advisory Group's portfolio in Q2 2026, its #116 holding.
  • Wilkerson Advisory Group first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.