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Creative Planning

Position in WDC — Western Digital Corp

CIK 1540235 OVERLAND PARK, KS

Position in WDC

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$35,609,737
+$17,201,310 QoQ
Shares Held
131,649
+23.2% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0.9768399304210439.ToString("F0")% Shared 0.ToString("F0")% None 99.02316006957895.ToString("F0")%

Common Shares in WDC Over Time

Shares Held

Position Value (USD)

Derivatives in WDC

reported options exposure · as of Mar 31, 2021
CallValue
$15,136
CallShares
300
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Computer Hardware

Technology · as of Mar 31, 2026

Creative Planning holds $256,356,884 across 16 Computer Hardware names. WDC ranks #3 (13.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WDC
Western Digital Corp
This page
131,649 $35,609,737

All Filings in WDC

Export CSV
27 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $35,609,737 131,649
2025-12-31 $18,408,427 106,858
2025-09-30 $9,549,811 79,542
2025-06-30 $3,985,232 62,279
2025-03-31 $1,846,438 45,670
2024-12-31 $1,883,324 41,785
2024-09-30 $2,188,994 42,408
2024-06-30 $2,323,667 40,573
2024-03-31 $1,729,776 33,536
2023-12-31 $1,032,556 26,085
2023-09-30 $834,272 24,189
2023-06-30 $555,991 19,393
2023-03-31 $446,886 15,695
2022-12-31 $338,297 14,186
2022-09-30 $338,220 13,747
2022-06-30 $520,373 15,357
2022-03-31 $847,088 22,572
2021-12-31 $1,263,339 25,631
2021-09-30 $1,041,643 24,417
2021-06-30 $2,201,643 40,927
2021-03-31 $15,136 300
2021-03-31 $4,448,888 88,178
2020-12-31 $2,933,997 70,079
2020-12-31 $12,560 300
2020-09-30 $1,191,176 43,117
2020-06-30 $3,088,395 92,547
2020-03-31 $2,201,392 69,977