WD-40WDFC
13F holders, Q2 2024 (June 30)343holders −12
28new positions
44sold out
9famous investors
$217.59avg. 13F price*
At the end of Q2 2024, 343 institutions reported holding WD-40 Co. (WDFC) in their 13F filings, down 12 from Q1 2024. 28 opened new positions and 44 sold out. The largest holders were BlackRock Inc. ($453.0M), APG Asset Management N.V. ($365.5M) and Vanguard Group Inc. ($352.9M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).
- Company
- WD-40 Co.
- CUSIP
- 929236107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $15.1M |
| Exits | 44 | $21.9M |
All 13F filers, Q1 2024 → Q2 2024: 460,244 shares bought and 518,842 shares sold, net −58,598 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 343 holders
| BlackRock Inc. | 0.01% | Reduce -1.6% | 2,062,459 | $453.0M |
| APG Asset Management N.V. | 0.65% | Reduce -1.1% | 1,783,268 | $365.5M |
| Vanguard Group Inc. | 0.01% | Reduce -1.1% | 1,606,926 | $352.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.31% | Reduce -2.7% | 579,450 | $127.3M |
| Neuberger Berman Group LLC | 0.10% | Reduce -2.2% | 548,149 | $120.4M |
| State Street Corp. | 0.00% | Reduce -0.5% | 513,736 | $112.8M |
| Geode Capital Management, LLC | 0.01% | Add +7.3% | 365,172 | $80.2M |
| Conestoga Capital Advisors, LLC | 1.04% | Add +0.0% | 316,379 | $69.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.0% | 307,097 | $67.5M |
| Ameriprise Financial Inc. | 0.02% | Add +54.3% | 266,268 | $58.5M |
| Renaissance Technologies | 0.09% | Add +0.1% | 243,761 | $53.5M |
| First Trust Advisors LP | 0.05% | Reduce -8.5% | 222,999 | $49.0M |
| Geneva Capital Management LLC | 0.84% | Reduce -2.4% | 210,636 | $46.3M |
| Northern Trust Corp. | 0.01% | Reduce -3.2% | 180,090 | $39.6M |
| Man Group plc | 0.10% | Add +6.2% | 168,254 | $37.0M |
| Morgan Stanley | 0.00% | Add +1.0% | 160,163 | $35.2M |
| Norges Bank | 0.01% | Add +1.8% | 155,174 | $34.1M |
| Bank of New York Mellon Corp | 0.01% | Add +2.5% | 142,222 | $31.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.3% | 141,502 | $31.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -32.6% | 109,560 | $24.1M |
| Marshall Wace, LLP | 0.03% | Reduce -10.8% | 94,651 | $20.8M |
| Jupiter Asset Management Ltd. | 0.19% | Add +13.7% | 92,005 | $20.2M |
| Natixis Advisors, LLC | 0.04% | Reduce -0.8% | 84,119 | $18.5M |
| Wells Fargo & Company | 0.00% | Reduce -5.4% | 80,013 | $17.6M |
| Invesco Ltd. | 0.00% | Reduce -13.0% | 72,344 | $15.9M |
| Millennium Management | 0.01% | Add +80.5% | 69,650 | $15.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.8% | 60,925 | $13.4M |
| Nuveen Asset Management, LLC | 0.00% | Add +3.4% | 53,410 | $11.7M |
| DF Dent & Co. Inc. | 0.15% | Add +15.8% | 52,635 | $11.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -46.0% | 52,561 | $11.5M |
| Tudor Investment Corporation | 0.11% | Add +4.1% | 44,837 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Add +18.6% | 43,239 | $9.5M |
| Eagle Asset Management Inc. | 0.05% | Add +35.7% | 43,603 | $9.4M |
| Whittier Trust Co. | 0.13% | Add +5.2% | 41,656 | $9.1M |
| Rhumbline Advisers | 0.01% | Add +0.1% | 41,580 | $9.1M |
| PineStone Asset Management Inc. | 0.09% | Add +11.4% | 39,000 | $8.6M |
| Legal & General Group Plc | 0.00% | Reduce -0.4% | 37,997 | $8.3M |
| GAMCO Investors | 0.09% | No change | 37,820 | $8.3M |
| Squarepoint Ops LLC | 0.03% | Reduce -52.1% | 34,014 | $7.5M |
| Citadel Advisors | 0.01% | Add +205.7% | 33,868 | $7.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +99.1% | 31,817 | $7.0M |
| Franklin Resources Inc. | 0.00% | Add +0.5% | 31,073 | $6.8M |
| Public Sector Pension Investment Board | 0.04% | Add +7.2% | 29,794 | $6.5M |
| Comerica Bank | 0.03% | Reduce -2.5% | 29,113 | $6.4M |
| California Public Employees Retirement System | 0.00% | Reduce -7.3% | 29,064 | $6.4M |
| Raymond James & Associates | 0.00% | Reduce -22.6% | 29,059 | $6.4M |
| Swiss National Bank | 0.00% | Reduce -0.4% | 26,700 | $5.9M |
| ProShare Advisors LLC | 0.01% | Reduce -16.0% | 25,542 | $5.6M |
| Bank of America Corp. | 0.00% | Add +29.0% | 23,603 | $5.2M |
| Stifel Financial Corp. | 0.01% | Reduce -1.3% | 23,555 | $5.2M |
| Two Sigma Investments, LP | 0.01% | Add +0.7% | 22,009 | $4.8M |
| Royal Bank of Canada | 0.00% | Reduce -5.4% | 21,442 | $4.7M |
| Whittier Trust Co. of Nevada Inc. | 0.13% | Add +3.9% | 21,068 | $4.6M |
| New York State Teachers Retirement System | 0.01% | Reduce -4.6% | 20,946 | $4.6M |
| Voloridge Investment Management, LLC | 0.02% | New | 20,755 | $4.6M |
| Lazard Asset Management LLC | 0.01% | Reduce -21.1% | 20,702 | $4.5M |
| Jane Street Group, LLC | 0.00% | Add +256.4% | 20,143 | $4.4M |
| TD Asset Management Inc | 0.00% | No change | 17,900 | $3.9M |
| Crawford Investment Counsel Inc. | 0.07% | Add +6.3% | 17,845 | $3.9M |
| Gsa Capital Partners LLP | 0.27% | Add +479.8% | 17,341 | $3.8M |
| Westhampton Capital, LLC | 1.99% | No change | 16,737 | $3.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +18.0% | 16,279 | $3.6M |
| Alliancebernstein L.P. | 0.00% | Add +5.9% | 16,114 | $3.5M |
| Profit Investment Management, LLC | 2.21% | Add +0.3% | 16,067 | $3.5M |
| Prudential Financial Inc. | 0.01% | Reduce -3.8% | 15,874 | $3.5M |
| One Wealth Advisors, LLC | 0.73% | Reduce -9.9% | 13,596 | $3.4M |
| Susquehanna International Group, LLP | 0.01% | Add +124.3% | 15,227 | $3.3M |
| Victory Capital Management Inc. | 0.00% | Add +5.3% | 14,864 | $3.3M |
| California State Teachers Retirement System | 0.00% | Reduce -2.5% | 13,226 | $2.9M |
| FMR LLC | 0.00% | Add +580.7% | 12,851 | $2.8M |
| Cubist Systematic Strategies, LLC | 0.05% | Add +1.0% | 12,536 | $2.8M |
| Alps Advisors Inc. | 0.02% | Add +13.1% | 12,413 | $2.7M |
| Federated Hermes, Inc. | 0.01% | No change | 11,828 | $2.6M |
| Dividend Assets Capital, LLC | 0.51% | Add +58.0% | 11,475 | $2.5M |
| Texas Yale Capital Corp. | 0.12% | Add +0.3% | 11,408 | $2.5M |
| State of Wisconsin Investment Board | 0.01% | Add +234.3% | 11,285 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.4% | 11,251 | $2.5M |
| HRT Financial LP | 0.01% | New | 11,067 | $2.4M |
| Citigroup Inc. | 0.00% | Add +7.2% | 10,881 | $2.4M |
| Corient Private Wealth LP | 0.00% | Reduce -0.4% | 10,847 | $2.4M |
| Reik & Co., LLC | 0.61% | No change | 10,800 | $2.4M |
| UBS Group AG | 0.00% | Reduce -31.2% | 10,675 | $2.3M |
| AQR Capital Management | 0.00% | Add +76.4% | 10,420 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.5% | 9,874 | $2.2M |
| Gabelli Funds LLC | 0.02% | No change | 9,500 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -54.1% | 9,356 | $2.1M |
| Martingale Asset Management L P | 0.04% | Add +6.9% | 9,267 | $2.0M |
| Bridgewater Associates | 0.01% | Reduce -57.7% | 9,237 | $2.0M |
| Barclays PLC | 0.00% | Reduce -73.3% | 9,055 | $2.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +60.5% | 8,749 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -20.0% | 8,287 | $1.8M |
| Bridge City Capital, LLC | 0.61% | Add +37.8% | 8,253 | $1.8M |
| Oliver Luxxe Assets LLC | 0.38% | No change | 8,105 | $1.8M |
| New York State Common Retirement Fund | 0.00% | Add +9.4% | 8,008 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.7% | 7,958 | $1.7M |
| Corebridge Financial, Inc. | 0.01% | — | 7,899 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Add +14.3% | 7,866 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.1% | 7,619 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 7,513 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -8.2% | 7,450 | $1.6M |
| Gotham Asset Management | 0.02% | Reduce -10.2% | 7,151 | $1.6M |
| LPL Financial LLC | 0.00% | Add +19.1% | 7,043 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +1.2% | 6,988 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -19.6% | 6,980 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 6,878 | $1.5M |
| Engineers Gate Manager LP | 0.03% | Add +239.9% | 6,849 | $1.5M |
| Hancock Whitney Corp. | 0.05% | No change | 6,839 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Add +1.5% | 6,800 | $1.5M |
| McDonald Partners LLC | 0.40% | Reduce -0.5% | 6,767 | $1.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.0% | 6,664 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +13.0% | 6,651 | $1.5M |
| Holocene Advisors, LP | 0.01% | New | 6,579 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -54.9% | 6,413 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.1% | 6,402 | $1.4M |
| Deutsche Bank AG | 0.00% | Reduce -15.8% | 6,370 | $1.4M |
| Avior Wealth Management, LLC | 0.06% | Reduce -2.4% | 6,237 | $1.4M |
| Exchange Traded Concepts, LLC | 0.03% | Add +5.7% | 6,115 | $1.3M |
| Pearl River Capital, LLC | 0.21% | Add +1.0% | 6,049 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -8.4% | 5,945 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -29.5% | 5,912 | $1.3M |
| Curbstone Financial Management Corp | 0.28% | No change | 5,836 | $1.3M |
| American Century Companies Inc. | 0.00% | Reduce -7.4% | 5,610 | $1.2M |
| QSV Equity Investors LLC | 1.27% | Reduce -0.6% | 5,557 | $1.2M |
| Semanteon Capital Management, LP | 0.86% | Add +13.8% | 5,548 | $1.2M |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -46.0% | 5,527 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 5,516 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -11.8% | 5,425 | $1.2M |
| Trexquant Investment LP | 0.02% | Reduce -41.2% | 5,406 | $1.2M |
| L.M. Kohn & Company | 0.30% | Reduce -1.0% | 4,988 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +78.6% | 4,921 | $1.1M |
| Algert Global LLC | 0.04% | Add +173.2% | 4,820 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -3.3% | 4,725 | $1.0M |
| Verition Fund Management LLC | 0.01% | Add +72.0% | 4,696 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +81.5% | 4,578 | $1.0M |
| Silvia McColl Wealth Management, LLC | 0.83% | No change | 4,569 | $1.0M |
| Voya Investment Management LLC | 0.00% | Add +2.5% | 4,508 | $990K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.11% | No change | 4,403 | $967K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -12.1% | 4,371 | $960K |
| Abacus FCF Advisors LLC | 0.24% | New | 4,352 | $956K |
| Intech Investment Management LLC | 0.01% | New | 4,349 | $955K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 4,341 | $953K |
| Amalgamated Bank | 0.01% | Reduce -2.6% | 4,146 | $911K |
| WINTON GROUP Ltd | 0.06% | Add +13.9% | 4,050 | $890K |
| Bleakley Financial Group, LLC | 0.03% | Reduce -4.5% | 3,964 | $871K |
| Simplicity Wealth,LLC | 0.02% | Reduce -4.0% | 3,920 | $861K |
| Vestcor Inc | 0.03% | No change | 3,846 | $845K |
| Arizona State Retirement System | 0.01% | Add +1.8% | 3,794 | $833K |
| Osaic Holdings, Inc. | 0.00% | Add +52.6% | 3,743 | $822K |
| Pittenger & Anderson Inc. | 0.03% | Reduce -0.8% | 3,680 | $808K |
| Inceptionr LLC | 0.23% | Add +140.6% | 3,672 | $807K |
| Pavion Blue Capital, LLC | 0.38% | No change | 3,500 | $769K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -9.4% | 3,320 | $729K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.1% | 3,269 | $718K |
| UniSuper Management Pty Ltd | 0.01% | Add +18.1% | 3,263 | $717K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.7% | 3,224 | $708K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +230.4% | 3,175 | $697K |
| Simplex Trading, LLC | 0.02% | Add +29.8% | 3,160 | $694K |
| CENTRAL TRUST Co | 0.02% | No change | 3,128 | $687K |
| Handelsbanken Fonder AB | 0.00% | Add +19.5% | 3,065 | $673K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 3,059 | $672K |
| Campbell & CO Investment Adviser LLC | 0.06% | New | 3,046 | $669K |
| Sei Investments Co. | 0.00% | Add +9.0% | 2,966 | $652K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -1.8% | 2,954 | $649K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.3% | 2,920 | $641K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.2% | 2,839 | $624K |
| TD Capital Management LLC | 0.06% | No change | 2,784 | $612K |
| Truist Financial Corp. | 0.00% | Reduce -23.3% | 2,755 | $605K |
| Aviva PLC | 0.00% | Add +10.4% | 2,733 | $600K |
| Quantbot Technologies LP | 0.03% | Add +125.0% | 2,707 | $595K |
| Two Sigma Advisers, LP | 0.00% | Reduce -40.0% | 2,700 | $593K |
| Glenmede Trust Co. NA | 0.00% | Add +0.9% | 2,666 | $586K |
| Creative Planning | 0.00% | Reduce -5.3% | 2,594 | $570K |
| Baird Financial Group, Inc. | 0.00% | No change | 2,584 | $568K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -22.8% | 2,575 | $566K |
| SG Americas Securities, LLC | 0.00% | Reduce -23.5% | 2,571 | $565K |
| Vident Advisory, LLC | 0.02% | Add +90.7% | 2,504 | $550K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.28% | Add +150.0% | 2,500 | $549K |
| Legato Capital Management LLC | 0.07% | Add +37.9% | 2,493 | $548K |
| AlphaQuest LLC | 0.07% | New | 2,491 | $547K |
| Teacher Retirement System of Texas | 0.00% | Reduce -30.1% | 2,416 | $531K |
| Nebula Research & Development LLC | 0.08% | New | 2,365 | $519K |
| M&T Bank Corp | 0.00% | Reduce -26.9% | 2,319 | $509K |
| Bank of Montreal | 0.00% | Add +18.9% | 2,209 | $496K |
| Atria Investments, Inc | 0.01% | New | 2,232 | $490K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -4.7% | 2,228 | $489K |
| Cullen Investment Group, LTD. | 0.08% | Reduce -2.1% | 2,159 | $474K |
| Buckhead Capital Management LLC | 0.16% | No change | 2,136 | $469K |
| Amundi | 0.00% | New | 2,112 | $451K |
| AMG National Trust Bank | 0.01% | No change | 2,042 | $449K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.3% | 1,991 | $437K |
| Premier Fund Managers Ltd | 0.02% | No change | 1,938 | $429K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -26.9% | 1,953 | $429K |
| HSBC Holdings PLC | 0.00% | Reduce -44.8% | 1,914 | $421K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +16.6% | 1,879 | $413K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +3.3% | 1,864 | $409K |
| Praxis Investment Management Inc. | 0.03% | No change | 1,810 | $409K |
| Royce & Associates LP | 0.00% | No change | 1,799 | $395K |
| Allred Capital Management, LLC | 0.15% | No change | 1,753 | $385K |
| Oarsman Capital, Inc. | 0.08% | Add +0.7% | 1,723 | $378K |
| Donoghue Forlines LLC | 0.11% | New | 1,721 | $378K |
| Virtu Financial LLC | 0.03% | New | 1,707 | $375K |
| Cerity Partners LLC | 0.00% | Reduce -45.1% | 1,700 | $373K |
| Pictet Asset Management Holding SA | 0.00% | No change | 1,647 | $362K |
| Inspire Investing, LLC | 0.04% | Add +13.7% | 1,602 | $352K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -9.8% | 1,562 | $343K |
| Schulhoff & Co. Inc. | 0.15% | No change | 1,510 | $332K |
| Checchi Capital Advisers, LLC | 0.03% | No change | 1,500 | $329K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +10.9% | 1,489 | $327K |
| Sanctuary Advisors, LLC | 0.00% | — | 1,443 | $325K |
| FORA Capital, LLC | 0.04% | New | 1,423 | $313K |
| Private Advisor Group, LLC | 0.00% | Add +10.6% | 1,404 | $308K |
| Marble Harbor Investment Counsel, LLC | 0.04% | No change | 1,400 | $307K |
| Cozad Asset Management Inc. | 0.03% | No change | 1,389 | $305K |
| EntryPoint Capital, LLC | 0.14% | Add +118.0% | 1,367 | $300K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 1,366 | $300K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,355 | $298K |
| Rice Hall James & Associates, LLC | 0.02% | Reduce -6.9% | 1,350 | $297K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.4% | 1,302 | $286K |
| Rodgers Brothers Inc. | 0.04% | No change | 1,300 | $286K |
| Trust Point Inc. | 0.02% | No change | 1,300 | $286K |
| Cim, LLC | 0.04% | No change | 1,061 | $279K |
| US Bancorp \de | 0.00% | Reduce -4.3% | 1,252 | $275K |
| Howard Wealth Management, LLC | 0.22% | Reduce -2.0% | 1,250 | $275K |
| Guggenheim Capital LLC | 0.00% | Reduce -21.5% | 1,246 | $274K |
| Cim Investment Management Inc. | 0.08% | Reduce -19.2% | 1,240 | $272K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -10.9% | 1,203 | $264K |
| Bridges Investment Management Inc. | 0.00% | New | 1,182 | $260K |
| Hollencrest Capital Management | 0.01% | No change | 1,171 | $257K |
| Two Sigma Securities, LLC | 0.01% | Reduce -1.3% | 1,165 | $256K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +28.3% | 1,139 | $250K |
| Regions Financial Corp. | 0.00% | No change | 1,119 | $246K |
| STRS Ohio | 0.00% | Reduce -73.8% | 1,100 | $242K |
| Stokes Family Office, LLC | 0.03% | No change | 1,072 | $235K |
| Stonegate Investment Group, LLC | 0.01% | No change | 1,070 | $235K |
| Petrus Trust Company, LTA | 0.02% | Reduce -49.5% | 1,055 | $232K |
| Dark Forest Capital Management LP | 0.04% | Reduce -46.8% | 1,050 | $231K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 1,040 | $228K |
| Sweeney & Michel, LLC | 0.10% | No change | 1,025 | $226K |
| Pinnacle Financial Partners Inc | 0.00% | New | 1,022 | $224K |
| Fulton Bank, N.A. | 0.01% | No change | 1,018 | $224K |
| Sherbrooke Park Advisers LLC | 0.04% | New | 1,016 | $223K |
| Wealth Alliance, LLC | 0.03% | Add +0.7% | 1,013 | $223K |
| Clearstead Trust, LLC | 0.05% | Reduce -63.2% | 1,000 | $220K |
| Evergreen Capital Management LLC | 0.01% | Reduce -4.8% | 1,000 | $220K |
| King Wealth Management Group | 0.04% | Reduce -2.5% | 977 | $215K |
| Allworth Financial LP | 0.00% | Reduce -3.9% | 848 | $213K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.4% | 957 | $211K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -12.0% | 960 | $211K |
| State of Wyoming | 0.03% | Add +4.8% | 835 | $183K |
| Global Retirement Partners, LLC | 0.01% | Reduce -4.0% | 777 | $171K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -11.1% | 731 | $161K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 690 | $152K |
| nVerses Capital, LLC | 0.08% | New | 600 | $132K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -68.4% | 534 | $117K |
| Quadrant Capital Group LLC | 0.01% | Reduce -13.4% | 472 | $104K |
| DekaBank Deutsche Girozentrale | 0.00% | Add +240.9% | 467 | $103K |
| Cwm, LLC | 0.00% | Add +41.2% | 463 | $102K |
| Salem Investment Counselors Inc. | 0.00% | No change | 460 | $101K |
| Huntington National Bank | 0.00% | Add +47.5% | 419 | $92K |
| Smartleaf Asset Management LLC | 0.01% | Add +30.0% | 412 | $91K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 413 | $91K |
| Advisors Asset Management, Inc. | 0.00% | Add +142.3% | 407 | $89K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 369 | $80K |
| Blue Trust, Inc. | 0.00% | New | 305 | $77K |
| Bangor Savings Bank | 0.01% | No change | 351 | $77K |
| KBC Group NV | 0.00% | No change | 346 | $76K |
| Larson Financial Group LLC | 0.00% | Add +1.0% | 313 | $69K |
| NewEdge Advisors, LLC | 0.00% | Add +812.1% | 301 | $66K |
| Missouri Trust & Investment Co | 0.02% | No change | 300 | $66K |
| WASHINGTON TRUST Co | 0.00% | No change | 300 | $66K |
| Venturi Wealth Management, LLC | 0.00% | New | 291 | $64K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Reduce -81.5% | 267 | $59K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.2% | 247 | $54K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.5% | 241 | $53K |
| GAMMA Investing LLC | 0.01% | Add +21.7% | 241 | $53K |
| Principal Securities, Inc. | 0.00% | Reduce -2.4% | 240 | $53K |
| Pacer Advisors, Inc. | 0.00% | Reduce -47.9% | 234 | $51K |
| Acadian Asset Management LLC | 0.00% | Reduce -94.4% | 227 | $49K |
| WFA of San Diego, LLC | 0.04% | — | 200 | $44K |
| Center for Financial Planning, Inc. | 0.01% | No change | 200 | $44K |
| Fifth Third Bancorp | 0.00% | Add +4.6% | 182 | $40K |
| Covestor Ltd | 0.02% | Reduce -25.9% | 160 | $35K |
| Eagle Bay Advisors LLC | 0.02% | Reduce -15.0% | 136 | $30K |
| Trivant Custom Portfolio Group, LLC | 0.02% | No change | 115 | $25K |
| Ancora Advisors LLC | 0.00% | No change | 115 | $25K |
| Creative Financial Designs Inc. | 0.00% | Add +1.0% | 101 | $22K |
| First PREMIER Bank | 0.01% | No change | 100 | $22K |
| Danske Bank A/S | 0.00% | New | 100 | $22K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -2.2% | 89 | $20K |
| Tortoise Investment Management, LLC | 0.00% | No change | 85 | $19K |
| Parallel Advisors, LLC | 0.00% | Reduce -40.7% | 83 | $18K |
| Fairfield Financial Advisors, LTD | 0.01% | — | 80 | $18K |
| Trust Co. of Vermont | 0.00% | No change | 75 | $16K |
| Jones Financial Companies LLLP | 0.00% | Add +16.4% | 71 | $16K |
| Lindbrook Capital, LLC | 0.00% | No change | 69 | $15K |
| Opal Wealth Advisors, LLC | 0.00% | Add +3.5% | 60 | $13K |
| Clearstead Advisors, LLC | 0.00% | New | 60 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 57 | $13K |
| CVA Family Office, LLC | 0.00% | Add +4.0% | 52 | $11K |
| Versant Capital Management, Inc | 0.00% | No change | 48 | $11K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 50 | $10K |
| Smithfield Trust Co | 0.00% | No change | 43 | $10K |
| Signaturefd, LLC | 0.00% | Add +5.0% | 42 | $9K |
| LGT Financial Advisors LLC | 0.02% | No change | 38 | $8K |
| Headlands Technologies LLC | 0.00% | Reduce -94.8% | 38 | $8K |
| SRH Advisors, LLC | 0.00% | No change | 34 | $7K |
| Parkside Financial Bank & Trust | 0.00% | No change | 33 | $7K |
| Arax Advisory Partners | 0.00% | Add +181.8% | 31 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +73.3% | 26 | $7K |
| Bessemer Group Inc. | 0.00% | No change | 28 | $6K |
| First Horizon Advisors, Inc. | 0.00% | No change | 27 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +52.9% | 26 | $6K |
| Walleye Capital LLC | 0.00% | New | 25 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +14.3% | 24 | $5K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 24 | $5K |
| Key Financial Inc | 0.00% | No change | 22 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 21 | $5K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 19 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 16 | $4K |
| Altshuler Shaham Ltd | 0.00% | Add +6.7% | 16 | $4K |
| Rothschild Investment LLC | 0.00% | Add +33.3% | 12 | $3K |
| SYSTM Wealth Solutions LLC | 0.00% | Reduce -98.2% | 10 | $2K |
| Westside Investment Management, Inc. | 0.00% | New | 10 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 10 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 10 | $2K |
| UMB Bank, n.a. | 0.00% | Add +50.0% | 9 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 8 | $2K |
| FSC Wealth Advisors, LLC | 0.00% | New | 8 | $2K |
| Innealta Capital, LLC | 0.00% | New | 8 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -63.2% | 7 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | — | 7 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 6 | $1K |
| Fairman Group, LLC | 0.00% | No change | 5 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 4 | $879 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $659 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 2 | $450 |
| Abound Wealth Management | 0.00% | No change | 2 | $440 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -66.7% | 2 | $440 |
| Belmont Capital, LLC | 0.00% | New | 2 | $439 |
| St Germain D J Co. Inc. | 0.00% | Reduce -50.0% | 1 | $220 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $220 |
| TD Private Client Wealth LLC | 0.00% | Reduce -98.9% | 1 | $183 |
| Avion Wealth | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is WDFC's weight in each manager's 13F, not the share of WD-40 Co. the manager owns.