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 411 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 $2.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
1,225
shares
|
$263,583
0.14% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
1,216
shares
|
$261,646
0.0% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
1,215
shares
|
$261,431
0.03% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
1,211
shares
|
$260,570
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,211
shares
|
$260,570
0.0% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
1,191
shares
|
$256,267
0.05% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,189
shares
|
$255,837
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,183
shares
|
$254,546
0.03% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,182
shares
|
$254,330
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,171
shares
|
$251,964
0.01% of portfolio
|
Q3 2018
New holding
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
1,114
shares
|
$239,699
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
1,111
shares
|
$239,053
0.11% of portfolio
|
Q2 2025
Reduced 44.75%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
1,103
shares
|
$237,332
0.0% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,103
shares
|
$237,332
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$236,687
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,080
shares
|
$232,383
0.0% of portfolio
|
Q2 2025
Added 18.68%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
1,072
shares
|
$230,662
0.03% of portfolio
|
Q4 2023
Reduced 7.27%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
1,072
shares
|
$230,662
0.0% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
1,040
shares
|
$223,776
0.0% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
1,025
shares
|
$220,549
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
1,022
shares
|
$219,903
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
1,012
shares
|
$217,752
0.0% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
1,003
shares
|
$215,815
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
1,000
shares
|
$215,170
0.01% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$215,170
0.13% of portfolio
|
Q1 2025
New holding
|