Position in WDC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$117,585,157
+$81,975,420 QoQ
Shares Held
184,095
+39.8% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#159
of 1,846 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Derivatives in WDC
reported options exposure · as of Mar 31, 2021CallValue
$20,024
CallShares
397
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 Jun 30, 2026Creative Planning holds $623,371,429 across 18 Computer Hardware names. WDC ranks #3 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
|
891,449 | $151,439,355 | |
| 2 | SNDK |
Sandisk Corp
|
59,617 | $135,552,960 | |
| 3 | WDC |
Western Digital Corp
This page
|
184,095 | $117,585,157 | |
| 4 | DELL |
Dell Technologies Inc.
|
194,429 | $83,888,335 | |
| 5 | STX |
Seagate Technology Holdings plc
|
74,365 | $71,762,225 | |
| 6 | IONQ |
IonQ, Inc.
|
265,685 | $14,150,382 | |
| 7 | HPQ |
Hp Inc
|
569,639 | $12,497,879 | |
| 8 | P |
Everpure, Inc.
|
105,255 | $8,293,040 |
All Filings in WDC
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,585,157 | 184,095 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $35,609,737 | 131,649 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $18,408,427 | 106,858 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,549,811 | 79,542 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,985,232 | 62,279 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,846,438 | 45,670 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,491,639 | 41,785 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,896,039 | 42,408 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,074,213 | 40,573 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,288,494 | 33,536 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,366,071 | 26,085 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,103,743 | 24,189 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $735,576 | 19,393 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $591,231 | 15,695 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $447,567 | 14,186 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $447,465 | 13,747 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $688,454 | 15,357 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,120,698 | 22,572 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,671,397 | 25,631 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,378,094 | 24,417 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,912,774 | 40,927 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $20,024 | 300 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $5,885,879 | 88,178 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,881,678 | 70,079 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $16,617 | 300 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $1,575,925 | 43,117 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,085,946 | 92,547 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,912,442 | 69,977 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||