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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
52
shares
|
$11,188
0.0% of portfolio
|
Q2 2024
Added 4.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
50
shares
|
$10,758
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
49
shares
|
$10,543
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
47
shares
|
$10,112
0.0% of portfolio
|
Q1 2025
Reduced 67.81%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
47
shares
|
$10,112
0.0% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
43
shares
|
$9,252
0.0% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
43
shares
|
$9,252
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
41
shares
|
$8,821
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
40
shares
|
$8,606
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
40
shares
|
$8,606
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
38
shares
|
$8,176
0.0% of portfolio
|
Q2 2025
Reduced 84.49%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
37
shares
|
$7,961
0.0% of portfolio
|
Q2 2025
Added 48.0%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
37
shares
|
$7,961
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
36
shares
|
$7,746
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
34
shares
|
$7,315
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
33
shares
|
$7,100
0.0% of portfolio
|
Q2 2025
Added 94.12%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
33
shares
|
$7,100
0.0% of portfolio
|
Q2 2025
Added 135.71%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
30
shares
|
$6,455
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
26
shares
|
$5,594
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
24
shares
|
$5,164
0.0% of portfolio
|
Q4 2022
Added 20.0%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
24
shares
|
$5,164
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
22
shares
|
$4,733
0.0% of portfolio
|
Q2 2025
Added 340.0%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
22
shares
|
$4,733
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
17
shares
|
$3,657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
16
shares
|
$3,442
0.0% of portfolio
|
Q1 2023
New holding
|