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 372 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.21 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
26
shares
|
$6,696
0.0% of portfolio
|
Q2 2024
Added 73.33%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
26
shares
|
$6,696
0.0% of portfolio
|
Q2 2024
Added 52.94%
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
25
shares
|
$6,438
0.0% of portfolio
|
Q2 2024
New holding
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
24
shares
|
$6,181
0.0% of portfolio
|
Q4 2022
Added 20.0%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
24
shares
|
$6,181
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
22
shares
|
$5,666
0.0% of portfolio
|
Q2 2023
New holding
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
21
shares
|
$5,408
0.0% of portfolio
|
Q4 2023
Reduced 55.32%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
19
shares
|
$4,893
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
16
shares
|
$4,120
0.0% of portfolio
|
Q1 2023
New holding
|
|
Altshuler Shaham LTD
|
Aug 14, 2024 Q2 2024 |
16
shares
|
$4,120
0.0% of portfolio
|
Q2 2024
Added 6.67%
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
13
shares
|
$3,348
0.0% of portfolio
|
Q2 2023
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
12
shares
|
$3,090
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
10
shares
|
$2,575
0.0% of portfolio
|
Q4 2022
New holding
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
10
shares
|
$2,575
0.0% of portfolio
|
Q2 2024
Reduced 98.17%
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
10
shares
|
$2,575
0.0% of portfolio
|
Q1 2023
Reduced 81.82%
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
10
shares
|
$2,575
0.0% of portfolio
|
Q2 2024
New holding
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9
shares
|
$2,317
0.0% of portfolio
|
Q3 2023
New holding
|
|
Umb Bank, N.A.
|
Jul 29, 2024 Q2 2024 |
9
shares
|
$2,317
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
8
shares
|
$2,060
0.0% of portfolio
|
Q3 2023
Added 14.29%
|
|
Innealta Capital, LLC
Austin, TX |
Jul 29, 2024 Q2 2024 |
8
shares
|
$2,060
0.0% of portfolio
|
Q2 2024
New holding
|
|
Fsc Wealth Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
8
shares
|
$2,060
0.0% of portfolio
|
Q2 2024
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
7
shares
|
$1,802
0.0% of portfolio
|
Q4 2023
New holding
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
7
shares
|
$1,802
0.0% of portfolio
|
Q2 2024
Reduced 63.16%
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
6
shares
|
$1,545
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 29, 2024 Q2 2024 |
5
shares
|
$1,287
0.0% of portfolio
|
Q4 2023
New holding
|