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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

WDC holding history

Western Digital Corp in every 13F filed by Summit Trail Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WDC overviewAll 13F holders of WDCFull Q2 2026 holdings

Shares (Q2 2026)
38,623
Value
$24.7M
% of portfolio
0.3%
Quarters held
7
Since Q2 2024
Holdings of WDC by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,623$24.7M0.3%−8,395−17.9%ReducedHolders
Q1 202647,018$12.7M0.2%+3,317+7.6%AddedHolders
Q4 202543,701$7.53M0.1%−8,518−16.3%ReducedHolders
Q3 202552,219$6.27M0.1%+7,049+15.6%AddedHolders
Q2 202545,170$2.89M<0.1%+45,170NewHolders
Q4 20240$00.0%−19,626−100.0%Sold outHolders
Q3 202419,626$1.34M<0.1%−469−2.3%ReducedHolders
Q2 202420,095$1.52M<0.1%+20,095NewHolders