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 |
|---|---|---|---|---|---|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
424
shares
|
$93,648
0.0% of portfolio
|
Q1 2025
Reduced 46.8%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
413
shares
|
$91,219
0.01% of portfolio
|
Q1 2024
Reduced 14.85%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
406
shares
|
$89,673
0.0% of portfolio
|
Q1 2025
Reduced 89.13%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
385
shares
|
$85,034
0.0% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
385
shares
|
$85,034
0.0% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
369
shares
|
$81,501
0.02% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
351
shares
|
$77,525
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
350
shares
|
$77,304
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
350
shares
|
$77,304
0.01% of portfolio
|
Q4 2024
Added 3400.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
331
shares
|
$73,107
0.0% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
306
shares
|
$67,586
0.05% of portfolio
|
Q1 2025
Added 49.27%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
300
shares
|
$66,261
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
295
shares
|
$65,156
0.0% of portfolio
|
Q1 2025
Added 656.41%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
266
shares
|
$58,751
0.0% of portfolio
|
Q1 2025
Reduced 63.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
264
shares
|
$58,309
0.0% of portfolio
|
Q1 2025
Reduced 51.56%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
250
shares
|
$55,217
0.02% of portfolio
|
Q2 2022
Reduced 16.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
245
shares
|
$54,113
0.0% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
226
shares
|
$49,916
0.01% of portfolio
|
Q1 2025
Added 123.76%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
225
shares
|
$49,695
0.0% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
204
shares
|
$45,057
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
200
shares
|
$44,174
0.01% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$44,174
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
192
shares
|
$42,407
0.0% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
176
shares
|
$38,873
0.04% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
168
shares
|
$37,106
0.0% of portfolio
|
Q3 2024
New holding
|