What is the 13F Pro Quality Score for WDC?

13F Pro ranks WESTERN DIGITAL CORP (WDC) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View WDC's current score at https://13fpro.ai/company/WDC (free sign-up required for the full ranking).

Which hedge funds own the most WDC stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of WDC include BlackRock,, FMR, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/WDC as soon as new 13F filings post.

Where does 13F Pro source WDC data?

All WESTERN DIGITAL CORP fundamentals and ownership data come directly from SEC EDGAR. WESTERN DIGITAL CORP files with the SEC under CIK 106040. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is WDC in?

WESTERN DIGITAL CORP (WDC) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives WDC's revenue?

Per WESTERN DIGITAL CORP's latest 10-K filed with the SEC on 2026-08-14, the biggest revenue drivers are: Cloud ($11.5B, +38% YoY); Client ($726M, +31% YoY); Consumer ($703M, +13% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/WDC.

What are WDC's largest expenses?

WESTERN DIGITAL CORP's latest 10-K reports these as the largest expense items: Cost of revenue ($6,608M, 51.1% of net revenue vs 61.2% in 2025); Research and development ($1,161M, +17% YoY); Selling, general and administrative ($551M, -3% YoY). Sourced directly from SEC EDGAR filing text for FY2026 (fiscal year ended July 3, 2026, a 53-week year).

How often is WDC research updated on 13F Pro?

WDC's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

WESTERN DIGITAL CORP(WDC)Stock Analysis

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13F Pro Quality Score

80.7/100

Rank #24 of 2,961 stocksTOP 1%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

92.2/100

Profitability

99.2/100

Balance Sheet

99.6/100

Earnings Quality

29.0/100

Free Cash Flow

80.9/100

Institutional Flow

46.8/100

Revenue Scale

88.7/100

Dilution Risk

44.9/100

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Why WDC Scores 81/100

exact factor attribution · 2026-09-11

WDC's composite is driven by revenue growth and profitability, held back by earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+8.4 pts

92th pct

Profitability

+7.4 pts

99th pct

Scale

+5.8 pts

89th pct

Capital efficiency

+5.0 pts

100th pct

Free cash flow

+4.6 pts

81th pct

Earnings growth

+1.9 pts

89th pct

Institutional flow

-0.2 pts

47th pct

Shareholder dilution

-0.3 pts

45th pct

Earnings quality

-2.1 pts

29th pct

Latest change (2026-08-14): 90 → 83 · ↓ Revenue growth 96→84; ↓ Profit margin 95→86; despite ↑ Dilution 35→45

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

WDC Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for WESTERN DIGITAL CORP (WDC), a Technology sector company. 13F Pro's AI-powered ranking engine scores WDC at 80.7/100 on a 32-signal composite quality model, placing it at rank #24 of 2,961 stocks — the top 1% of the AI-ranked universe. WDC scores in the top quartile across balance sheet strength (99.6), profitability (99.2), revenue growth (92.2). Areas of concern include earnings quality (29.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 44.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), WESTERN DIGITAL CORP reports quarterly revenue of $3.7B, net income of $3.2B, free cash flow of $1.3B. Top institutional holders of WDC by reported 13-F value include BlackRock, FMR, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. WDC trades on the Nasdaq exchange and files with the SEC under CIK 106040. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WDC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WESTERN DIGITAL CORP directly from SEC EDGAR. WESTERN DIGITAL CORP's 13F Pro composite quality score has ranged between 28 and 83 since 2021, currently 80.7 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about WESTERN DIGITAL CORP

Quirks, history, and lore behind WDC — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology company · mid-to-large cap · listed on Nasdaq · headquartered in California.
2
The Numbers
Revenue roughly $13 billion a year, selling hardware that your computer uses to store every file you've ever saved — photos, videos, the works.
3
The History
Founded in 1970 in Santa Ana, California, it spent decades making the spinning magnetic disks inside desktop and laptop computers before the world started moving to flash.
4
The Secret
It fought hard to stay relevant in the flash storage revolution, spending roughly $19 billion to acquire a NAND flash giant — and then spent years wondering if it was a good idea.
5
The Lore
Its products live inside data centers, gaming consoles, and your dusty external hard drive in a drawer somewhere; it's one of only two companies that still make spinning hard disk drives at scale.
6
The Giveaway
If you've ever plugged in a My Passport or a My Cloud drive, you've used this company — their initials are also a handy abbreviation for Well Done, Cowboys.

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What's Driving WDC's Business? Latest 10-K Breakdown

✓ 38/38 datapoints verified

AI-extracted from WESTERN DIGITAL CORP's 10-K filed 2026-08-14 — FY2026 (fiscal year ended July 3, 2026, a 53-week year). Every figure is machine-verified against the filing text on SEC EDGAR.

Post-Sandisk-spinoff HDD revenue rose 36% to $12.9B with gross margin up 10.1 points to 48.9%, driven by Cloud revenue of $11.5B (+38%).

Biggest Revenue Drivers

Cloud$11.5B+38% YoY

27% increase in exabytes sold on strong demand for high-capacity enterprise products, plus 8% higher ASPs per exabyte from an improved pricing environment

Client$726M+31% YoY

3% increase in exabytes sold and 26% increase in ASPs per exabyte, driven by dynamics largely consistent with other end markets

Biggest Revenue Drivers

Total revenue: $12.9B+36% YoY

Cloud$11.5B+38% YoY

27% increase in exabytes sold on strong demand for high-capacity enterprise products, plus 8% higher ASPs per exabyte from an improved pricing environment

Client$726M+31% YoY

3% increase in exabytes sold and 26% increase in ASPs per exabyte, driven by dynamics largely consistent with other end markets

Consumer$703M+13% YoY

1% increase in exabytes sold and 12% increase in ASPs per exabyte

Largest Expense Items

Cost of revenue$6,608M51.1% of net revenue vs 61.2% in 2025

Better cost structure on newer generation products and mix shift toward higher capacity drives

Research and development$1,161M+17% YoY

$70M incremental product development costs plus $75M higher compensation from increased headcount and variable compensation

Selling, general and administrative$551M-3% YoY

Prior year included higher Separation planning and execution costs, transitional personnel and outside service fees

Business realignment charges$146Mvs $6M credit in 2025

Termination benefits and contract termination costs

Margins: Gross margin rose 10.1 percentage points to 48.9%; the filing attributes this to higher shipment volume, a better cost structure on newer generation products, mix shift toward higher-capacity drives and improved pricing.

Watch Items from the Filing

Cloud accounted for 89% of net revenue; top 10 customers were 73% and three customers each accounted for 16%, 15% and 13% of net revenue.
Net income of $9.4B includes a non-recurring, tax-free $6.50B mark-to-market gain on the retained Sandisk interest; operating income was $4.45B.
All $1,052M of debt is current: $710M of 2028 convertible notes are convertible and expected to require $710M cash, plus $350M revolver due January 2027.
Two customers represented 25% and 17% of net accounts receivable, which grew to $2.03 billion from $1.49 billion.
Unrecognized tax benefits of ~$610M plus $130M interest and penalties; $349M of potential cash payments expected within twelve months, netting to $136M after offsets.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-K on SEC EDGAR →Share on X

Revenue

Q2 2026

$3.7B

Net Income

Q2 2026

$3.2B

Free Cash Flow

Q2 2026

$1.3B

ROIC

Q2 2026

57.0%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+35.7% YoY

$12.92BFY 2026

FY23 $6.25BFY24 $6.32BFY25 $9.52BFY26 $12.92B

Net Income

+398.9% YoY

$9.42BFY 2026

FY23 $-1.68BFY24 $-798.0MFY25 $1.89BFY26 $9.42B

Operating Income

+90.8% YoY

$4.45BFY 2026

FY23 $-548.0MFY24 $-403.0MFY25 $2.33BFY26 $4.45B

EPS (Diluted)

+374.2% YoY

$24.28FY 2026

FY23 $-5.37FY24 $-2.61FY25 $5.12FY26 $24.28

Total Assets

-1.0% YoY

$13.86BFY 2026

FY23 $24.55BFY24 $24.19BFY25 $14.00BFY26 $13.86B

Total Debt

-69.7% YoY

$2.10BFY 2026

FY23 $8.28BFY24 $9.18BFY25 $6.94BFY26 $2.10B

Op. Cash Flow

+132.3% YoY

$3.93BFY 2026

FY23 $-408.0MFY24 $-294.0MFY25 $1.69BFY26 $3.93B

Free Cash Flow

+174.5% YoY

$3.51BFY 2026

FY23 $-1.23BFY24 $-781.0MFY25 $1.28BFY26 $3.51B

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$12.92B +35.7%	$9.52B +50.7%	$6.32B +1.0%	$6.25B -66.7%	$18.79B +11.1%	$16.92B
Net Income	$9.42B +398.9%	$1.89B +336.7%	$-798.0M +52.6%	$-1.68B -208.9%	$1.55B +88.3%	$821.0M
Operating Income	$4.45B +90.8%	$2.33B +679.2%	$-403.0M +26.5%	$-548.0M -122.9%	$2.39B +96.0%	$1.22B
EPS (Diluted)	$24.28 +374.2%	$5.12 +296.2%	$-2.61 +51.4%	$-5.37 -209.8%	$4.89 +83.8%	$2.66
Total Assets	$13.86B -1.0%	$14.00B -42.1%	$24.19B -1.5%	$24.55B -6.5%	$26.26B +0.5%	$26.13B
Total Debt	$2.10B -69.7%	$6.94B -24.5%	$9.18B +10.9%	$8.28B +18.0%	$7.02B -21.8%	$8.98B
Operating Cash Flow	$3.93B +132.3%	$1.69B +675.2%	$-294.0M +27.9%	$-408.0M -121.7%	$1.88B -0.9%	$1.90B
Free Cash Flow	$3.51B +174.5%	$1.28B +263.8%	$-781.0M +36.5%	$-1.23B -262.1%	$758.0M +0.8%	$752.0M

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Available Research

13F Pro tracks comprehensive data for WESTERN DIGITAL CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of WDC

BlackRock, Inc.
$21.0B32,953,613 sh
FMR LLC
$16.6B25,983,645 sh
VANGUARD CAPITAL MANAGEMENT LLC
$14.4B22,510,811 sh
JPMORGAN CHASE & CO
$11.1B17,007,789 sh
Capital World Investors
$10.6B16,598,211 sh
STATE STREET CORP
$10.4B16,276,615 sh
Invesco Ltd.
$9.2B14,435,741 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$8.4B13,109,474 sh
JANE STREET GROUP, LLC
$6.1B9,570,100 sh
GEODE CAPITAL MANAGEMENT, LLC
$5.4B8,411,628 sh

Fund	Value	Shares
BlackRock, Inc.	$21.0B	32,953,613
FMR LLC	$16.6B	25,983,645
VANGUARD CAPITAL MANAGEMENT LLC	$14.4B	22,510,811
JPMORGAN CHASE & CO	$11.1B	17,007,789
Capital World Investors	$10.6B	16,598,211
STATE STREET CORP	$10.4B	16,276,615
Invesco Ltd.	$9.2B	14,435,741
VANGUARD PORTFOLIO MANAGEMENT LLC	$8.4B	13,109,474
JANE STREET GROUP, LLC	$6.1B	9,570,100
GEODE CAPITAL MANAGEMENT, LLC	$5.4B	8,411,628

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Is WDC a good stock to buy?

13F Pro's AI-powered analysis of WESTERN DIGITAL CORP (WDC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WDC are available on the WDC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. WDC is classified as a large company.

Which hedge funds own WDC?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WDC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of WESTERN DIGITAL CORP's investment landscape.