Western Digital Corporation
US ˙ NasdaqGS ˙ US9581021055

SecurityWDC / Western Digital Corporation
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership6,800 shares
Latest Disclosed Value $ 1,839,306
AE Wealth Management LLC reports 74.27% increase in ownership of WDC / Western Digital Corporation

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 6,800 shares of Western Digital Corporation (US:WDC) valued at $1,839,332 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 3,902 shares of Western Digital Corporation. This represents a change in shares of 74.27% during the quarter. The current value of the position is $3,913,400 USD.

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)
2026-05-13 2026-03-31 13F WESTERN DIGITAL COM 958102105 6,800 2,898 74.27 1,839 173.66 0.0099
2026-01-26 2025-12-31 13F WESTERN DIGITAL COM 958102105 3,902 1,269 48.20 672 112.66 0.0039
2025-11-03 2025-09-30 13F WESTERN DIGITAL COM 958102105 2,633 2,633 316 0.0020
2025-05-06 2025-03-31 13F WESTERN DIGITAL COM 958102105 0 -3,796 -100.00 0 -100.00
2025-02-13 2024-12-31 13F WESTERN DIGITAL COM 958102105 3,796 -155 -3.92 226 -15.99 0.0019
2024-11-14 2024-09-30 13F WESTERN DIGITAL COM 958102105 3,951 -398 -9.15 270 -18.24 0.0024
2024-08-12 2024-06-30 13F WESTERN DIGITAL COM 958102105 4,349 345 8.62 330 20.51 0.0033
2024-05-15 2024-03-31 13F WESTERN DIGITAL COM 958102105 4,004 -1,797 -30.98 273 -18.99 0.0031
2024-02-14 2023-12-31 13F WESTERN DIGITAL COM 958102105 5,801 -6 -0.10 338 27.65 0.0017
2023-10-11 2023-09-30 13F WESTERN DIGITAL COM 958102105 5,807 -32 -0.55 265 19.46 0.0016
2023-07-10 2023-06-30 13F WESTERN DIGITAL COM 958102105 5,839 -116 -1.95 221 -1.34 0.0013
2023-04-14 2023-03-31 13F WESTERN DIGITAL COM 958102105 5,955 -1,264 -17.51 224 -1.32 0.0014
2023-01-31 2022-12-31 13F WESTERN DIGITAL COM 958102105 7,219 -1,627 -18.39 228 -21.18 0.0016
2022-10-25 2022-09-30 13F WESTERN DIGITAL COM 958102105 8,846 -1,498 -14.48 288 -37.93 0.0023
2022-08-03 2022-06-30 13F WESTERN DIGITAL COM 958102105 10,344 -282 -2.65 464 -12.12 0.0037
2022-04-18 2022-03-31 13F WESTERN DIGITAL COM 958102105 10,626 -240 -2.21 528 -25.53 0.0036
2022-01-20 2021-12-31 13F WESTERN DIGITAL COM 958102105 10,866 662 6.49 709 23.09 0.0049
2021-11-01 2021-09-30 13F WESTERN DIGITAL COM 958102105 10,204 -12,669 -55.39 576 -64.62 0.0047
2021-07-21 2021-06-30 13F WESTERN DIGITAL COM 958102105 22,873 12,969 130.95 1,628 146.29 0.0142
2021-04-27 2021-03-31 13F WESTERN DIGITAL COM 958102105 9,904 4,718 90.98 661 130.31 0.0067
2021-02-01 2020-12-31 13F WESTERN DIGITAL COM 958102105 5,186 -319 -5.79 287 42.79 0.0033
2020-11-06 2020-09-30 13F WESTERN DIGITAL COM 958102105 5,505 -16,619 -75.12 201 -79.43 0.0029
2020-08-05 2020-06-30 13F WESTERN DIGITAL COM 958102105 22,124 1,546 7.51 977 14.14 0.0151
2020-05-07 2020-03-31 13F WESTERN DIGITAL COM 958102105 20,578 15,489 304.36 856 165.02 0.0197
2020-01-15 2019-12-31 13F WESTERN DIGITAL COM 958102105 5,089 1,335 35.56 323 44.20 0.0070
2019-11-05 2019-09-30 13F WESTERN DIGITAL COM 958102105 3,754 -4,369 -53.79 224 -41.97 0.0065
2019-07-22 2019-06-30 13F WESTERN DIGITAL COM 958102105 8,123 3,599 79.55 386 77.88 0.0116
2019-05-14 2019-03-31 13F WESTERN DIGITAL COM 958102105 4,524 -1,472 -24.55 217 -2.25 0.0151
2019-02-14 2018-12-31 13F WESTERN DIGITAL COM 958102105 5,996 167 2.86 222 -34.90 0.0380
2018-11-13 2018-09-30 13F WESTERN DIGITAL COM 958102105 5,829 5,829 341 0.0188
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.