Position in WDC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,195,248
+$8,308,581 QoQ
Shares Held
15,962
+128.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#453
of 1,836 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $85,648,802 across 9 Computer Hardware names. WDC ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
119,709 | $51,649,645 | |
| 2 | SNDK |
Sandisk Corp
|
4,891 | $11,120,813 | |
| 3 | WDC |
Western Digital Corp
This page
|
15,962 | $10,195,248 | |
| 4 | ANET |
Arista Networks, Inc.
|
24,412 | $4,147,110 | |
| 5 | STX |
Seagate Technology Holdings plc
|
3,564 | $3,439,260 | |
| 6 | SMCI |
Super Micro Computer, Inc.
|
65,635 | $1,925,074 | |
| 7 | LOGI |
Logitech International S.A.
|
20,079 | $1,888,229 | |
| 8 | HPQ |
Hp Inc
|
48,480 | $1,063,651 |
All Filings in WDC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,195,248 | 15,962 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,886,667 | 6,975 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,040,193 | 11,843 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||