Institutional Ownership Wd 40 CO (WDFC)
This table provides information about the institutional ownership of Wd 40 CO (WDFC). We have compiled data on the 411 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
1,300
shares
|
$257,581
0.03% of portfolio
|
Q3 2021
Added 8.33%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
1,300
shares
|
$257,581
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
1,270
shares
|
$251,637
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Rice Hall James & Associates, LLC
|
Oct 16, 2025 Q3 2025 |
1,250
shares
|
$247,674
0.01% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
1,243
shares
|
$246,288
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2025 Q3 2025 |
1,232
shares
|
$244,108
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
1,229
shares
|
$243,514
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
1,226
shares
|
$242,919
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
1,225
shares
|
$242,721
0.11% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
1,224
shares
|
$242,523
0.01% of portfolio
|
Q3 2025
Added 25.54%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
1,220
shares
|
$241,730
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
1,216
shares
|
$240,938
0.0% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
1,215
shares
|
$240,740
0.02% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,189
shares
|
$235,588
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,184
shares
|
$234,597
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,182
shares
|
$234,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,182
shares
|
$234,201
0.0% of portfolio
|
Q3 2025
Reduced 60.42%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,178
shares
|
$233,408
0.01% of portfolio
|
Q3 2025
Reduced 14.51%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,171
shares
|
$232,021
0.01% of portfolio
|
Q3 2018
New holding
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
1,170
shares
|
$231,823
0.06% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
1,146
shares
|
$227,068
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
1,105
shares
|
$218,944
0.0% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,104
shares
|
$218,746
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
1,072
shares
|
$212,406
0.02% of portfolio
|
Q4 2023
Reduced 7.27%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
1,070
shares
|
$212,009
0.0% of portfolio
|
Q3 2025
Reduced 0.19%
|
|