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 |
|---|---|---|---|---|---|
|
Deka Bank Deutsche Girozentrale
|
Jul 30, 2025 Q2 2025 |
137
shares
|
$29,478
0.0% of portfolio
|
Q3 2024
Reduced 70.66%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
135
shares
|
$29,047
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
133
shares
|
$28,617
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
129
shares
|
$27,756
0.0% of portfolio
|
Q2 2025
Added 20.56%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
118
shares
|
$25,390
0.0% of portfolio
|
Q2 2025
Added 37.21%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
115
shares
|
$24,744
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
112
shares
|
$24,099
0.0% of portfolio
|
Q2 2025
Reduced 70.91%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
107
shares
|
$23,023
0.0% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
100
shares
|
$21,517
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
99
shares
|
$21,301
0.0% of portfolio
|
Q2 2025
Added 16.47%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
89
shares
|
$19,150
0.0% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
87
shares
|
$18,719
0.0% of portfolio
|
Q2 2025
Reduced 44.59%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
82
shares
|
$17,643
0.01% of portfolio
|
Q2 2025
Reduced 84.29%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
81
shares
|
$17,428
0.0% of portfolio
|
Q2 2025
Reduced 36.22%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
75
shares
|
$16,137
0.0% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
72
shares
|
$15,492
0.0% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
68
shares
|
$14,631
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
66
shares
|
$14,201
0.0% of portfolio
|
Q3 2022
Added 11.86%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
64
shares
|
$13,770
0.0% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
63
shares
|
$13,555
0.0% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
60
shares
|
$12,910
0.0% of portfolio
|
Q2 2025
Added 46.34%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
60
shares
|
$12,910
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
57
shares
|
$12,264
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
57
shares
|
$12,264
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
53
shares
|
$11,404
0.0% of portfolio
|
Q1 2025
New holding
|