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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
369
shares
|
$84,530
0.02% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
351
shares
|
$80,407
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
350
shares
|
$80,178
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
350
shares
|
$80,178
0.01% of portfolio
|
Q4 2024
Added 3400.0%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
317
shares
|
$72,618
0.0% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
300
shares
|
$68,724
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
300
shares
|
$68,724
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
268
shares
|
$61,393
0.0% of portfolio
|
Q4 2024
Reduced 61.93%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
250
shares
|
$57,270
0.02% of portfolio
|
Q2 2022
Reduced 16.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
245
shares
|
$56,124
0.0% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
205
shares
|
$46,961
0.03% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
204
shares
|
$46,732
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$45,816
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
200
shares
|
$45,816
0.01% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
198
shares
|
$45,357
0.0% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
194
shares
|
$44,441
0.0% of portfolio
|
Q4 2024
Added 525.81%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
176
shares
|
$40,318
0.04% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
168
shares
|
$38,485
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
137
shares
|
$31,383
0.0% of portfolio
|
Q3 2024
Reduced 70.66%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
135
shares
|
$30,925
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
115
shares
|
$26,344
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
115
shares
|
$26,344
0.02% of portfolio
|
Q4 2023
Reduced 68.75%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
113
shares
|
$25,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
112
shares
|
$25,656
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
107
shares
|
$24,511
0.01% of portfolio
|
Q4 2024
Added 4.9%
|