Wright Investors Service’s Western Digital WDC Stock Holding History

Wright Investors Service’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	$1.53M	Buy	2,388 +562	+31%	+$273K	0.42%	65
2026 Q1	$494K	Buy	+1,826	New	+$477K	0.16%	117
2019 Q1	–	Sell	-29,790	Closed	-$832K	–	162
2018 Q4	$832K	Buy	29,790 +19,328	+185%	+$685K	0.36%	74
2018 Q3	$463K	Buy	10,462 +98	+0.9%	+$4.96K	0.17%	114
2018 Q2	$606K	Buy	+10,364	New	+$659K	0.24%	101
2016 Q1	–	Sell	-12,100	Closed	-$549K	–	249
2015 Q4	$549K	Buy	+12,100	New	+$618K	0.2%	166
2015 Q3	–	Sell	-5,287	Closed	-$313K	–	228
2015 Q2	$313K	Sell	5,287 -2,707	-34%	-$194K	0.15%	169
2015 Q1	$550K	Sell	7,994 -191	-2%	-$14.9K	0.26%	119
2014 Q4	$685K	Buy	8,185 +3,572	+77%	+$270K	0.34%	101
2014 Q3	$339K	Buy	4,613 +1,012	+28%	+$76.1K	0.17%	165
2014 Q2	$251K	Sell	3,601 -390	-10%	-$26.1K	0.11%	189
2014 Q1	$277K	Sell	3,991 -20	-0.5%	-$1.31K	0.12%	186
2013 Q4	$254K	Buy	+4,011	New	+$224K	0.11%	195
2013 Q3	–	Sell	-4,986	Closed	-$234K	–	224
2013 Q2	$234K	Buy	+4,986	New	+$218K	0.11%	197

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

Wright Investors Service's WDC Position: Q2 2026 in Review

Wright Investors Service increased its Western Digital (WDC) stake by 31% in Q2 2026, buying an estimated $273K and bringing the position to 2,388 shares worth $1.53M. The position accounts for 0.42% of the portfolio, ranked #65.

Wright Investors Service first reported a position in WDC in Q2 2013 and has held it in 14 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Wright Investors Service held 2,388 shares of Western Digital worth $1.53M as of Q2 2026.
Wright Investors Service bought 562 Western Digital shares in Q2 2026, an estimated $273K.
Western Digital made up 0.42% of Wright Investors Service's portfolio in Q2 2026, its #65 holding.
Wright Investors Service first reported a position in Western Digital in Q2 2013 and has held it in 14 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Wright Investors Service's 13F filing for Q2 2026, filed 5 Aug 2026.