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 402 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
1,072
shares
|
$245,573
0.03% of portfolio
|
Q4 2023
Reduced 7.27%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
1,062
shares
|
$243,282
0.0% of portfolio
|
Q4 2024
Added 21.79%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
1,043
shares
|
$238,930
0.04% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
1,025
shares
|
$234,807
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
1,022
shares
|
$234,119
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1,021
shares
|
$233,890
0.01% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,020
shares
|
$233,661
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
1,015
shares
|
$232,516
0.01% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,009
shares
|
$231,141
0.03% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
1,002
shares
|
$229,538
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,000
shares
|
$229,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$229,080
0.0% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Feb 13, 2025 Q4 2024 |
993
shares
|
$227,476
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
984
shares
|
$225,414
0.0% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
983
shares
|
$225,185
0.03% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
926
shares
|
$212,128
0.02% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
924
shares
|
$211,669
0.0% of portfolio
|
Q4 2024
Reduced 31.61%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
920
shares
|
$210,753
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
916
shares
|
$209,837
0.0% of portfolio
|
Q4 2024
Reduced 17.25%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
911
shares
|
$208,691
0.01% of portfolio
|
Q4 2024
Reduced 11.64%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
900
shares
|
$206,172
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
900
shares
|
$206,172
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
880
shares
|
$201,590
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
879
shares
|
$201,361
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
876
shares
|
$200,674
0.02% of portfolio
|
Q4 2024
Added 67.82%
|