Position in WDC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,949,373
+$1,123,838 QoQ
Shares Held
3,052
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#815
of 1,836 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026WEATHERLY ASSET MANAGEMENT L. P. holds $17,628,980 across 3 Computer Hardware names. WDC ranks #3 (11.1% of the industry book) .
All Filings in WDC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,949,373 | 3,052 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $825,535 | 3,052 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $534,898 | 3,105 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $369,184 | 3,075 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $244,057 | 3,814 | Shares | Sole | 2025-07-11 | |
| 2024-12-31 | $227,428 | 3,814 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $260,457 | 3,814 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||