Western Digital Corporation
MX ˙ BMV ˙ US9581021055
SecurityMX:WDC / Western Digital Corporation
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership8,548 shares
Latest Disclosed Value $ 2,312,059
EverSource Wealth Advisors, LLC reports 20.31% increase in ownership of WDC / Western Digital Corporation

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 8,548 shares of Western Digital Corporation (MX:WDC) valued at $2,312,059 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 7,105 shares of Western Digital Corporation. This represents a change in shares of 20.31% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 WESTERN DIGITAL CORP COM Stock 958102105 8,548 1,443 20.31 2,312 88.89 0.0107
2026-05-14 2026-03-31 13F WESTERN DIGITAL CORP COM Stock 958102105 5,511 -1,594 695 0.0038
2026-02-06 2025-12-31 13F WESTERN DIGITAL CORP COM Stock 958102105 7,105 942 15.28 1,224 65.63 0.0450
2025-11-10 2025-09-30 13F WESTERN DIGITAL CORP COM Stock 958102105 6,163 986 19.05 740 123.26 0.0293
2025-08-13 2025-06-30 13F WESTERN DIGITAL CORP COM Stock 958102105 5,177 1,963 61.08 331 156.59 0.0150
2025-05-13 2025-03-31 13F WESTERN DIGITAL CORP COM Stock 958102105 3,214 795 32.86 130 -10.42 0.0071
2025-02-10 2024-12-31 13F WESTERN DIGITAL CORP COM Stock 958102105 2,419 70 2.98 144 -10.00 0.0081
2024-11-08 2024-09-30 13F WESTERN DIGITAL CORP COM Stock 958102105 2,349 -547 -18.89 160 -17.53 0.0102
2024-08-13 2024-06-30 13F WESTERN DIGITAL COM Stock 958102105 2,896 1,274 78.55 194 70.18 0.0129
2024-06-11 2024-03-31 13F/A-1 WESTERN DIGITAL COM Stock 958102105 1,622 -78 -4.59 115 28.09 0.0090
2024-05-13 2024-03-31 13F WESTERN DIGITAL COM Stock 958102105 1,700 0 89 0.0032
2024-02-09 2023-12-31 13F WESTERN DIGITAL COM Stock 958102105 1,700 0 0.00 89 15.58 0.0082
2023-11-03 2023-09-30 13F WESTERN DIGITAL COM Stock 958102105 1,700 0 0.00 78 20.31 0.0082
2023-08-04 2023-06-30 13F WESTERN DIGITAL COM Stock 958102105 1,700 -795 -31.86 64 -31.18 0.0071
2023-05-11 2023-03-31 13F WESTERN DIGITAL COM Stock 958102105 2,495 445 21.71 94 45.31 0.0117
2023-02-09 2022-12-31 13F WESTERN DIGITAL COM Stock 958102105 2,050 1,551 310.82 65 276.47 0.0098
2022-11-07 2022-09-30 13F WESTERN DIGITAL COM Stock 958102105 499 338 209.94 17 142.86 0.0039
2022-08-01 2022-06-30 13F WESTERN DIGITAL COM Stock 958102105 161 -19 -10.56 7 -22.22 0.0018
2022-05-25 2022-03-31 13F WESTERN DIGITAL COM Stock 958102105 180 -104 -36.62 9 -50.00 0.0023
2022-02-17 2021-12-31 13F/A-1 WESTERN DIGITAL COM Stock 958102105 284 284 18 0.0050
2022-02-07 2021-12-31 13F WESTERN DIGITAL COM Stock 958102105 284 284 19 0.0053
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.