Wolff Financial Management’s Western Digital WDC Stock Holding History

Wolff Financial Management’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	$1.7M	Sell	2,659 -570	-18%	-$277K	0.34%	27
2026 Q1	$873K	Hold	3,229	–	–	0.19%	50
2025 Q4	$556K	Hold	3,229	–	–	0.13%	66
2025 Q3	$388K	Hold	3,229	–	–	0.09%	79
2025 Q2	$207K	Buy	+3,229	New	+$154K	0.05%	96
2024 Q4	–	Sell	-4,272	Closed	-$221K	–	100
2024 Q3	$221K	Buy	+4,272	New	+$216K	0.06%	93
2024 Q2	–	Sell	-4,272	Closed	-$220K	–	97
2024 Q1	$220K	Buy	+4,272	New	+$187K	0.06%	93
2022 Q1	–	Sell	-4,272	Closed	-$211K	–	106
2021 Q4	$211K	Buy	+4,272	New	+$186K	0.08%	102
2021 Q1	$259K	Hold	5,133	–	–	0.12%	88
2020 Q4	$215K	Buy	+5,133	New	+$170K	0.11%	83
2020 Q1	–	Sell	-4,660	Closed	-$224K	–	85
2019 Q4	$224K	Buy	+4,660	New	+$194K	0.15%	81

Other funds holding WDC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wolff Financial Management's WDC Position: Q2 2026 in Review

Wolff Financial Management reduced its Western Digital (WDC) stake by 18% in Q2 2026, selling an estimated $277K and leaving 2,659 shares worth $1.7M. The position accounts for 0.34% of the portfolio, ranked #27.

Wolff Financial Management first reported a position in WDC in Q4 2019 and has held it in 11 quarters since. 343 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Wolff Financial Management held 2,659 shares of Western Digital worth $1.7M as of Q2 2026.
Wolff Financial Management sold 570 Western Digital shares in Q2 2026, an estimated $277K.
Western Digital made up 0.34% of Wolff Financial Management's portfolio in Q2 2026, its #27 holding.
Wolff Financial Management first reported a position in Western Digital in Q4 2019 and has held it in 11 quarters since.
343 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.