Position in WDC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,448,616
+$960,112 QoQ
Shares Held
2,268
+25.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#887
of 1,846 holders
Holding Since
Mar 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $12,332,723 across 11 Computer Hardware names. WDC ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
16,707 | $7,208,402 | |
| 2 | STX |
Seagate Technology Holdings plc
|
1,525 | $1,471,625 | |
| 3 | WDC |
Western Digital Corp
This page
|
2,268 | $1,448,616 | |
| 4 | SNDK |
Sandisk Corp
|
413 | $939,050 | |
| 5 | IONQ |
IonQ, Inc.
|
12,897 | $686,894 | |
| 6 | ANET |
Arista Networks, Inc.
|
2,794 | $474,644 | |
| 7 | HPQ |
Hp Inc
|
2,727 | $59,830 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
1,235 | $36,222 |
All Filings in WDC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,448,616 | 2,268 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $488,504 | 1,806 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $460,822 | 2,675 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $320,440 | 2,669 | Shares | Sole | 2025-10-17 | |
| 2021-12-31 | $219,822 | 3,371 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $241,123 | 3,388 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $221,075 | 3,312 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||