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 393 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
66
shares
|
$18,322
0.0% of portfolio
|
Q3 2024
Reduced 90.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
60
shares
|
$16,657
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
57
shares
|
$15,824
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
57
shares
|
$15,824
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
52
shares
|
$14,436
0.0% of portfolio
|
Q2 2024
Added 4.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
50
shares
|
$13,881
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
48
shares
|
$13,325
0.0% of portfolio
|
Q3 2023
Reduced 7.69%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
45
shares
|
$12,492
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
44
shares
|
$12,215
0.0% of portfolio
|
Q3 2024
Added 57.14%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
43
shares
|
$11,937
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
43
shares
|
$11,937
0.0% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
41
shares
|
$11,382
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
40
shares
|
$11,104
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
38
shares
|
$10,549
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
34
shares
|
$9,439
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
33
shares
|
$9,161
0.0% of portfolio
|
Q1 2024
Added 135.71%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
31
shares
|
$8,606
0.0% of portfolio
|
Q2 2024
Added 181.82%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
30
shares
|
$8,328
0.0% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
28
shares
|
$7,773
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
27
shares
|
$7,495
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
27
shares
|
$7,495
0.0% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
26
shares
|
$7,218
0.0% of portfolio
|
Q2 2024
Added 73.33%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
24
shares
|
$6,662
0.0% of portfolio
|
Q4 2022
Added 20.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
24
shares
|
$6,662
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
22
shares
|
$6,107
0.0% of portfolio
|
Q2 2023
New holding
|