Position in WDC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,662,016
+$2,800,234 QoQ
Shares Held
7,299
+6.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#611
of 1,836 holders
Holding Since
Jun 2024
6 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, 2026Compound Planning, Inc. holds $24,771,488 across 7 Computer Hardware names. WDC ranks #3 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
3,477 | $7,905,758 | |
| 2 | ANET |
Arista Networks, Inc.
|
37,124 | $6,306,624 | |
| 3 | WDC |
Western Digital Corp
This page
|
7,299 | $4,662,016 | |
| 4 | DELL |
Dell Technologies Inc.
|
6,351 | $2,740,202 | |
| 5 | STX |
Seagate Technology Holdings plc
|
2,566 | $2,476,190 | |
| 6 | IONQ |
IonQ, Inc.
|
6,813 | $362,860 | |
| 7 | P |
Everpure, Inc.
|
4,034 | $317,838 |
All Filings in WDC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,662,016 | 7,299 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,861,782 | 6,883 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,043,610 | 6,058 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $623,711 | 5,195 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $309,199 | 4,832 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $236,857 | 3,126 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||