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 410 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 $2.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
12
shares
|
$2,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
12
shares
|
$2,644
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
11
shares
|
$2,423
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
10
shares
|
$2,203
0.0% of portfolio
|
Q2 2025
Added 90.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9
shares
|
$1,983
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
9
shares
|
$1,983
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
8
shares
|
$1,762
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
7
shares
|
$1,542
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
7
shares
|
$1,542
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
6
shares
|
$1,322
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$1,101
0.0% of portfolio
|
Q2 2022
Reduced 85.71%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
4
shares
|
$881
0.0% of portfolio
|
Q2 2020
Reduced 33.33%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
3
shares
|
$661
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
2
shares
|
$440
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
2
shares
|
$440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
2
shares
|
$440
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
2
shares
|
$440
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2
shares
|
$440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
2
shares
|
$440
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
1
shares
|
$220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1
shares
|
$220
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1
shares
|
$220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1
shares
|
$220
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1
shares
|
$220
0.0% of portfolio
|
Q1 2025
Reduced 85.71%
|