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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
9
shares
|
$2,061
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
9
shares
|
$2,061
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9
shares
|
$2,061
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
8
shares
|
$1,832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8
shares
|
$1,832
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
8
shares
|
$1,832
0.0% of portfolio
|
Q3 2023
Added 14.29%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
7
shares
|
$1,603
0.0% of portfolio
|
Q3 2024
Added 600.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
7
shares
|
$1,603
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
6
shares
|
$1,374
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$1,145
0.0% of portfolio
|
Q2 2022
Reduced 85.71%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
4
shares
|
$916
0.0% of portfolio
|
Q2 2020
Reduced 33.33%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3
shares
|
$687
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
2
shares
|
$458
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
2
shares
|
$458
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
2
shares
|
$458
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2
shares
|
$458
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
2
shares
|
$458
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1
shares
|
$229
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1
shares
|
$229
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1
shares
|
$229
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
1
shares
|
$229
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|