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 410 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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
50
shares
|
$9,907
0.0% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
47
shares
|
$9,312
0.0% of portfolio
|
Q1 2025
Reduced 67.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
45
shares
|
$8,916
0.0% of portfolio
|
Q3 2025
Added 18.42%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
43
shares
|
$8,520
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
40
shares
|
$7,925
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
39
shares
|
$7,727
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
36
shares
|
$7,133
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
35
shares
|
$6,934
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
34
shares
|
$6,736
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
33
shares
|
$6,538
0.0% of portfolio
|
Q2 2025
Added 135.71%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
33
shares
|
$6,538
0.0% of portfolio
|
Q2 2025
Added 94.12%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
30
shares
|
$5,944
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
28
shares
|
$5,547
0.0% of portfolio
|
Q3 2025
Reduced 82.39%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
28
shares
|
$5,547
0.0% of portfolio
|
Q3 2025
Reduced 53.33%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
25
shares
|
$4,953
0.0% of portfolio
|
Q3 2025
Reduced 80.62%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
24
shares
|
$4,755
0.0% of portfolio
|
Q4 2022
Added 20.0%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
22
shares
|
$4,359
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
20
shares
|
$3,962
0.0% of portfolio
|
Q3 2025
Added 17.65%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
16
shares
|
$3,170
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
13
shares
|
$2,575
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
12
shares
|
$2,377
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
11
shares
|
$2,179
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
11
shares
|
$2,179
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
10
shares
|
$1,981
0.0% of portfolio
|
Q3 2025
Reduced 54.55%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
9
shares
|
$1,783
0.0% of portfolio
|
Q4 2025
Added 28.57%
|
|