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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
57
shares
|
$12,589
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
57
shares
|
$12,589
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
53
shares
|
$11,706
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
52
shares
|
$11,485
0.0% of portfolio
|
Q2 2024
Added 4.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
51
shares
|
$11,264
0.0% of portfolio
|
Q1 2025
Added 64.52%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
50
shares
|
$11,043
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
47
shares
|
$10,380
0.0% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
47
shares
|
$10,380
0.0% of portfolio
|
Q1 2025
Reduced 67.81%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
43
shares
|
$9,497
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
43
shares
|
$9,497
0.0% of portfolio
|
Q1 2025
Reduced 96.87%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
43
shares
|
$9,497
0.0% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
41
shares
|
$9,055
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
40
shares
|
$8,834
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
40
shares
|
$8,834
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
36
shares
|
$7,951
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
34
shares
|
$7,509
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
30
shares
|
$6,626
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
25
shares
|
$5,521
0.0% of portfolio
|
Q1 2025
Reduced 59.02%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
24
shares
|
$5,300
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
24
shares
|
$5,300
0.0% of portfolio
|
Q1 2025
Added 140.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
24
shares
|
$5,300
0.0% of portfolio
|
Q4 2022
Added 20.0%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
22
shares
|
$4,859
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
21
shares
|
$4,638
0.0% of portfolio
|
Q1 2025
Added 90.91%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
17
shares
|
$3,754
0.0% of portfolio
|
Q1 2025
Reduced 22.73%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
16
shares
|
$3,533
0.0% of portfolio
|
Q1 2023
New holding
|