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 412 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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
10
shares
|
$1,981
0.0% of portfolio
|
Q3 2025
Reduced 54.55%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9
shares
|
$1,783
0.0% of portfolio
|
Q3 2025
Reduced 95.5%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
9
shares
|
$1,783
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9
shares
|
$1,783
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
9
shares
|
$1,783
0.0% of portfolio
|
Q3 2025
Added 350.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
9
shares
|
$1,783
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
8
shares
|
$1,585
0.0% of portfolio
|
Q3 2025
Reduced 80.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
7
shares
|
$1,386
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
7
shares
|
$1,386
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
6
shares
|
$1,188
0.0% of portfolio
|
Q3 2025
Reduced 99.93%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
6
shares
|
$1,188
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$990
0.0% of portfolio
|
Q2 2022
Reduced 85.71%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
5
shares
|
$990
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
4
shares
|
$792
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
4
shares
|
$792
0.0% of portfolio
|
Q2 2020
Reduced 33.33%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
3
shares
|
$594
0.0% of portfolio
|
Q3 2025
Reduced 92.68%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
2
shares
|
$396
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
2
shares
|
$396
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2
shares
|
$396
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
2
shares
|
$396
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
2
shares
|
$396
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
2
shares
|
$396
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
1
shares
|
$198
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$198
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
1
shares
|
$198
0.0% of portfolio
|
Q3 2025
New holding
|
|