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 401 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 $2.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
42
shares
|
$9,621
0.0% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
40
shares
|
$9,163
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
39
shares
|
$8,934
0.0% of portfolio
|
Q4 2024
Reduced 92.91%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
38
shares
|
$8,705
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
34
shares
|
$7,788
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
33
shares
|
$7,559
0.0% of portfolio
|
Q1 2024
Added 135.71%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
32
shares
|
$7,330
0.0% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
31
shares
|
$7,101
0.0% of portfolio
|
Q4 2024
Added 19.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
30
shares
|
$6,872
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
27
shares
|
$6,185
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
26
shares
|
$5,956
0.0% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
26
shares
|
$5,956
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
24
shares
|
$5,497
0.0% of portfolio
|
Q4 2022
Added 20.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
22
shares
|
$5,039
0.0% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
22
shares
|
$5,039
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
16
shares
|
$3,665
0.0% of portfolio
|
Q3 2024
Reduced 94.5%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
16
shares
|
$3,665
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
15
shares
|
$3,436
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
14
shares
|
$3,207
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
13
shares
|
$2,978
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
11
shares
|
$2,519
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
11
shares
|
$2,519
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
11
shares
|
$2,519
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
10
shares
|
$2,290
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
10
shares
|
$2,290
0.0% of portfolio
|
Q4 2024
Reduced 47.37%
|