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 |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,203
shares
|
$265,706
0.0% of portfolio
|
Q1 2025
Added 31.33%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,189
shares
|
$262,614
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,171
shares
|
$258,638
0.01% of portfolio
|
Q3 2018
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
1,147
shares
|
$253,337
0.01% of portfolio
|
Q1 2025
Added 13.0%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$242,957
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
1,072
shares
|
$236,772
0.03% of portfolio
|
Q4 2023
Reduced 7.27%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,057
shares
|
$233,459
0.01% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
1,048
shares
|
$231,471
0.0% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
1,046
shares
|
$231,030
0.0% of portfolio
|
Q1 2025
Reduced 42.43%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
1,040
shares
|
$229,704
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
1,037
shares
|
$229,042
0.0% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
1,034
shares
|
$228,379
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
1,025
shares
|
$226,391
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
1,022
shares
|
$225,729
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
1,022
shares
|
$225,729
0.0% of portfolio
|
Q1 2025
Reduced 19.08%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
1,003
shares
|
$221,532
0.0% of portfolio
|
Q1 2025
Reduced 59.06%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
1,002
shares
|
$221,311
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
1,000
shares
|
$220,870
0.0% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
1,000
shares
|
$220,870
0.01% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
1,000
shares
|
$220,870
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
1,000
shares
|
$220,870
0.06% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Premier Fund Managers LTD
|
May 08, 2025 Q1 2025 |
993
shares
|
$219,323
0.01% of portfolio
|
Q1 2025
Reduced 48.76%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
986
shares
|
$217,777
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
955
shares
|
$210,930
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
May 07, 2025 Q1 2025 |
951
shares
|
$210,047
0.8% of portfolio
|
Q1 2025
Reduced 4.23%
|