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 413 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
1,300
shares
|
$252,564
0.04% of portfolio
|
Q3 2021
Added 8.33%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
1,291
shares
|
$250,815
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,261
shares
|
$244,987
0.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 16, 2025 Q3 2025 |
1,250
shares
|
$242,850
0.01% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
1,243
shares
|
$241,490
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
1,225
shares
|
$237,993
0.14% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
1,224
shares
|
$237,798
0.01% of portfolio
|
Q3 2025
Added 25.54%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
1,216
shares
|
$236,244
0.0% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
1,215
shares
|
$236,050
0.03% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,211
shares
|
$235,273
0.0% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
1,191
shares
|
$231,387
0.05% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,189
shares
|
$230,998
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,183
shares
|
$229,833
0.03% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,182
shares
|
$229,638
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,171
shares
|
$227,501
0.01% of portfolio
|
Q3 2018
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
1,105
shares
|
$214,679
0.0% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
1,103
shares
|
$214,290
0.0% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,103
shares
|
$214,290
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$213,708
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
1,072
shares
|
$208,268
0.0% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
1,072
shares
|
$208,268
0.03% of portfolio
|
Q4 2023
Reduced 7.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
1,040
shares
|
$202,051
0.0% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
1,025
shares
|
$199,137
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
1,022
shares
|
$198,554
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
1,012
shares
|
$196,611
0.0% of portfolio
|
Q2 2025
Reduced 4.26%
|