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 406 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
1,500
shares
|
$331,305
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,496
shares
|
$330,421
0.0% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,482
shares
|
$327,329
0.0% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
1,470
shares
|
$324,678
0.38% of portfolio
|
Q1 2025
Added 153.45%
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,462
shares
|
$322,911
0.17% of portfolio
|
Q1 2025
Reduced 11.61%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jun 03, 2025 Q1 2025 |
1,423
shares
|
$314,298
0.04% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
1,400
shares
|
$309,218
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
1,389
shares
|
$306,788
0.03% of portfolio
|
Q4 2023
Reduced 6.72%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
1,378
shares
|
$304,358
0.01% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
1,372
shares
|
$303,033
0.01% of portfolio
|
Q3 2023
Added 13.58%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,360
shares
|
$300,383
0.25% of portfolio
|
Q4 2021
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
1,359
shares
|
$300,162
0.01% of portfolio
|
Q1 2025
Added 27.97%
|
|
|
Rice Hall James & Associates, LLC
|
May 01, 2025 Q1 2025 |
1,350
shares
|
$298,174
0.02% of portfolio
|
Q2 2024
Reduced 6.9%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
1,300
shares
|
$287,131
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
1,300
shares
|
$287,131
0.05% of portfolio
|
Q3 2021
Added 8.33%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
1,300
shares
|
$287,131
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
1,294
shares
|
$285,805
0.0% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
1,282
shares
|
$283,155
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,260
shares
|
$278,296
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
1,260
shares
|
$278,296
0.0% of portfolio
|
Q1 2025
Reduced 44.42%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
1,250
shares
|
$276,087
0.17% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
1,243
shares
|
$274,541
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,228
shares
|
$271,228
0.04% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
1,216
shares
|
$268,577
0.0% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
1,211
shares
|
$267,473
0.07% of portfolio
|
Q1 2025
Reduced 2.34%
|