Position in WDC
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$421,693
+$155,536 QoQ
Shares Held
1,559
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $1,595,450 across 4 Computer Hardware names. WDC ranks #3 (26.4% of the industry book) .
All Filings in WDC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $421,693 | 1,559 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $266,157 | 1,545 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||