WD-40WDFC

13F holders, Q4 2024 (December 31)
370holders +6
32new positions
34sold out
9famous investors
$241.97avg. 13F price*

At the end of Q4 2024, 370 institutions reported holding WD-40 Co. (WDFC) in their 13F filings, up 6 from Q3 2024. 32 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($515.2M), Vanguard Group Inc. ($395.0M) and APG Asset Management N.V. ($258.0M). 9 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
WD-40 Co.
CUSIP
929236107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 355Q1 2024Q2 2024: 343Q2 2024Q3 2024: 364Q3 2024Q4 2024: 370Q4 2024Q1 2025: 378Q1 2025Q2 2025: 379Q2 2025Q3 2025: 374Q3 2025Q4 2025: 383Q4 2025Q1 2026: 382Q1 2026Q2 2026: 387Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions32$30.1M
Exits34$11.7M

All 13F filers, Q3 2024 → Q4 2024: 622,816 shares bought and 1,022,552 shares sold, net −399,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 370 holders

BlackRock, Inc. 0.01% Add +2.4% 2,123,165 $515.2M
Vanguard Group Inc. 0.01% Add +1.0% 1,627,684 $395.0M
APG Asset Management N.V. 0.72% Reduce -31.6% 1,100,679 $258.0M
Kayne Anderson Rudnick Investment Management LLC 0.31% Reduce -0.6% 563,630 $136.8M
State Street Corp. 0.01% Add +4.3% 545,683 $132.4M
Neuberger Berman Group LLC 0.08% Reduce -27.4% 398,906 $96.8M
Geode Capital Management, LLC 0.01% Add +2.0% 385,779 $93.6M
Ameriprise Financial Inc. 0.02% Reduce -9.5% 336,485 $81.7M
Conestoga Capital Advisors, LLC 1.03% Reduce -0.7% 319,371 $77.5M
Dimensional Fund Advisors LP 0.02% Reduce -1.4% 290,737 $70.6M
Renaissance Technologies 0.08% Add +1.0% 227,661 $55.2M
Norges Bank 0.01% Add +0.9% 224,867 $54.6M
Geneva Capital Management LLC 0.88% Reduce -1.2% 209,060 $50.7M
Morgan Stanley 0.00% Reduce -3.5% 185,858 $45.1M
First Trust Advisors LP 0.04% Reduce -5.9% 179,583 $43.6M
Northern Trust Corp. 0.01% Reduce -10.7% 160,936 $39.1M
Millennium Management 0.03% Add +206.9% 158,156 $38.4M
Charles Schwab Investment Management Inc. 0.01% Add +3.5% 150,557 $36.5M
Bank of New York Mellon Corp 0.01% Add +1.5% 129,894 $31.5M
Goldman Sachs Group Inc. 0.01% Add +29.6% 117,155 $28.4M
Principal Financial Group Inc. 0.02% Add +5.6% 114,033 $27.7M
Marshall Wace, LLP 0.03% Add +55.4% 104,431 $25.3M
Natixis Advisors, LLC 0.04% Reduce -2.2% 82,948 $20.1M
JPMorgan Chase & Co. 0.00% Add +51.3% 81,634 $19.8M
Wells Fargo & Company 0.00% Reduce -1.8% 78,910 $19.2M
Man Group plc 0.06% Reduce -42.4% 78,428 $19.0M
Raymond James Financial Inc. 0.01% — 73,772 $17.9M
Invesco Ltd. 0.00% Add +9.5% 73,061 $17.7M
Jupiter Asset Management Ltd. 0.17% Reduce -27.0% 70,617 $17.1M
DF Dent & Co. Inc. 0.20% Reduce -3.3% 64,788 $15.7M
Envestnet Asset Management Inc. 0.00% Reduce -1.8% 61,479 $14.9M
Nuveen Asset Management, LLC 0.00% Add +2.9% 48,309 $11.7M
Whittier Trust Co. 0.14% Add +3.7% 45,083 $10.9M
Rhumbline Advisers 0.01% Add +2.3% 42,560 $10.3M
Balyasny Asset Management L.P. 0.02% New 41,943 $10.2M
Cubist Systematic Strategies, LLC 0.16% Add +456.4% 41,728 $10.1M
PineStone Asset Management Inc. 0.09% No change 40,700 $9.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +9.5% 39,636 $9.6M
Bank of America Corp. 0.00% Add +0.7% 39,268 $9.5M
Legal & General Group Plc 0.00% Add +2.0% 38,238 $9.3M
GAMCO Investors 0.10% No change 37,820 $9.2M
Barclays PLC 0.00% Reduce -3.3% 35,876 $8.7M
Public Sector Pension Investment Board 0.03% Add +17.4% 33,792 $8.2M
ProShare Advisors LLC 0.02% Reduce -45.4% 32,188 $7.8M
UBS Group AG 0.00% Add +113.3% 31,414 $7.6M
Franklin Resources Inc. 0.00% No change 30,984 $7.5M
Two Sigma Investments, LP 0.02% Add +46.6% 29,597 $7.2M
Comerica Bank 0.03% Reduce -0.7% 28,558 $6.9M
Voloridge Investment Management, LLC 0.02% Reduce -7.1% 28,146 $6.8M
Tudor Investment Corporation 0.07% Add +91.8% 27,072 $6.6M
Swiss National Bank 0.00% Add +0.4% 26,600 $6.5M
D. E. Shaw & Co. 0.01% Add +43.5% 25,968 $6.3M
California Public Employees Retirement System 0.00% Reduce -11.7% 25,486 $6.2M
Alliancebernstein L.P. 0.00% Add +0.9% 23,997 $5.8M
Whittier Trust Co. of Nevada Inc. 0.14% Add +5.2% 23,035 $5.6M
Stifel Financial Corp. 0.01% Reduce -6.1% 22,168 $5.4M
Deutsche Bank AG 0.00% Add +143.2% 20,016 $4.9M
Citigroup Inc. 0.00% Add +10.0% 19,759 $4.8M
Royal Bank of Canada 0.00% Reduce -5.0% 19,720 $4.8M
New York State Teachers Retirement System 0.01% Reduce -0.5% 19,546 $4.7M
Jane Street Group, LLC 0.01% Reduce -44.8% 18,919 $4.6M
GCQ FUNDS MANAGEMENT PTY Ltd 1.59% — 18,676 $4.5M
Crawford Investment Counsel Inc. 0.07% Reduce -4.2% 16,936 $4.1M
Westhampton Capital, LLC 2.07% Reduce -0.3% 16,682 $4.0M
Prudential Financial Inc. 0.01% Reduce -7.6% 14,195 $3.9M
Gsa Capital Partners LLP 0.29% Add +138.6% 16,215 $3.9M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.5% 15,943 $3.9M
Citadel Advisors 0.00% Reduce -43.1% 15,405 $3.7M
Victory Capital Management Inc. 0.00% Add +2.1% 14,345 $3.5M
Thrivent Financial for Lutherans 0.01% Reduce -10.7% 14,315 $3.5M
Dividend Assets Capital, LLC 0.66% Add +13.7% 13,996 $3.4M
Intech Investment Management LLC 0.03% Add +94.9% 13,582 $3.3M
Van Eck Associates Corp. 0.00% New 13,258 $3.2M
Qube Research & Technologies Ltd 0.01% New 13,178 $3.2M
Federated Hermes, Inc. 0.01% Add +3.1% 12,943 $3.1M
California State Teachers Retirement System 0.00% Reduce -1.2% 12,673 $3.1M
One Wealth Advisors, LLC 0.45% Reduce -6.8% 12,396 $3.0M
Texas Yale Capital Corp. 0.11% Add +0.3% 11,478 $2.8M
Reik & Co., LLC 0.63% No change 10,800 $2.6M
Corient Private Wealth LP 0.00% Reduce -0.1% 10,773 $2.6M
Landscape Capital Management, L.L.C. 0.27% New 10,458 $2.5M
State of Wisconsin Investment Board 0.01% Reduce -9.3% 10,327 $2.5M
T. Rowe Price Associates Inc. 0.00% Add +0.7% 10,111 $2.5M
Profit Investment Management, LLC 1.95% No change 10,006 $2.4M
HRT Financial LP 0.01% Reduce -61.7% 9,957 $2.4M
Bridge City Capital, LLC 0.63% Add +1.0% 9,702 $2.4M
Jefferies Financial Group Inc. 0.03% Add +64.0% 9,683 $2.3M
Algert Global LLC 0.06% Add +15.9% 9,669 $2.3M
Campbell & CO Investment Adviser LLC 0.18% Add +756.2% 9,572 $2.3M
Gabelli Funds LLC 0.02% No change 9,500 $2.3M
LPL Financial LLC 0.00% Add +26.4% 9,403 $2.3M
Verition Fund Management LLC 0.01% Add +82.9% 9,184 $2.2M
SBI Securities Co., Ltd. 0.07% — 9,005 $2.2M
Susquehanna International Group, LLP 0.00% Add +51.0% 8,939 $2.2M
Oliver Luxxe Assets LLC 0.38% No change 8,105 $2.1M
MetLife Investment Management, LLC 0.01% Add +6.8% 8,225 $2.0M
TD Asset Management Inc 0.00% Reduce -41.4% 8,200 $2.0M
Mariner, LLC 0.00% Add +3.1% 7,850 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.1% 7,753 $1.9M
State of Alaska, Department of Revenue 0.02% Reduce -0.6% 7,686 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -3.0% 7,516 $1.8M
Commonwealth Equity Services, LLC 0.00% Reduce -1.6% 7,502 $1.8M
Illinois Municipal Retirement Fund 0.03% Reduce -0.8% 7,324 $1.8M
Squarepoint Ops LLC 0.00% Reduce -54.4% 7,252 $1.8M
Corebridge Financial, Inc. 0.01% Reduce -7.2% 7,250 $1.8M
Jump Financial, LLC 0.04% Reduce -14.9% 7,102 $1.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.8% 7,010 $1.7M
New York State Common Retirement Fund 0.00% Add +6.0% 7,008 $1.7M
Martingale Asset Management L P 0.04% Reduce -21.9% 7,007 $1.7M
Captrust Financial Advisors 0.00% Reduce -4.0% 6,884 $1.7M
Hancock Whitney Corp. 0.05% Reduce -0.0% 6,838 $1.7M
Amundi 0.00% Add +181.4% 6,875 $1.6M
HighTower Advisors, LLC 0.00% Add +0.9% 6,697 $1.6M
Louisiana State Employees Retirement System 0.03% Add +1.5% 6,600 $1.6M
Alps Advisors Inc. 0.01% Add +16.6% 6,519 $1.6M
DAVENPORT & Co LLC 0.01% Reduce -1.4% 6,319 $1.5M
Janus Henderson Group PLC 0.00% Reduce -7.5% 6,164 $1.5M
AQR Capital Management 0.00% Add +11.9% 5,929 $1.4M
McDonald Partners LLC 0.37% Reduce -6.7% 5,917 $1.4M
American Century Companies Inc. 0.00% Reduce -1.1% 5,785 $1.4M
Curbstone Financial Management Corp 0.29% Add +1.2% 5,696 $1.4M
ExodusPoint Capital Management, LP 0.01% Reduce -18.4% 5,633 $1.4M
Quantbot Technologies LP 0.05% Reduce -33.7% 5,584 $1.4M
FMR LLC 0.00% Reduce -25.9% 5,581 $1.4M
QSV Equity Investors LLC 1.30% No change 5,557 $1.3M
Ensign Peak Advisors, Inc 0.00% No change 5,516 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -3.4% 5,121 $1.2M
Voya Investment Management LLC 0.00% Reduce -6.5% 4,951 $1.2M
Teacher Retirement System of Texas 0.00% New 4,913 $1.2M
L.M. Kohn & Company 0.31% Reduce -1.6% 4,908 $1.2M
Walleye Capital LLC 0.01% Add +232.9% 4,907 $1.2M
Two Sigma Advisers, LP 0.00% Add +133.3% 4,900 $1.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.14% Add +10.9% 4,881 $1.2M
Brevan Howard Capital Management LP 0.03% New 4,854 $1.2M
Creative Planning 0.00% Add +58.7% 4,845 $1.2M
Wilmington Savings Fund Society, FSB 0.02% Reduce -0.6% 4,812 $1.2M
State of Tennessee, Department of Treasury 0.00% Reduce -11.3% 4,597 $1.1M
Maryland State Retirement & Pension System 0.02% Reduce -0.6% 4,550 $1.1M
Nebula Research & Development LLC 0.13% New 4,508 $1.1M
Alberta Investment Management Corp 0.01% New 4,500 $1.1M
Schroder Investment Management Group 0.00% New 4,423 $1.1M
Point72 Asset Management 0.00% New 4,400 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 4,341 $1.1M
Cetera Investment Advisers 0.00% Reduce -2.5% 4,173 $1.0M
Avior Wealth Management, LLC 0.04% Reduce -33.2% 4,164 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.3% 4,144 $1.0M
AlphaQuest LLC 0.13% Add +321.7% 4,074 $989K
Engineers Gate Manager LP 0.02% Reduce -41.0% 4,069 $987K
Silvia McColl Wealth Management, LLC 0.74% Reduce -11.0% 4,066 $987K
Avantax Advisory Services, Inc. 0.01% Reduce -1.7% 4,034 $979K
Amalgamated Bank 0.01% Reduce -0.2% 3,971 $964K
Bleakley Financial Group, LLC 0.03% Reduce -3.3% 3,946 $958K
Arizona State Retirement System 0.01% Add +0.5% 3,920 $951K
Radnor Capital Management, LLC 0.15% Reduce -50.0% 3,800 $922K
Handelsbanken Fonder AB 0.00% Add +11.9% 3,765 $914K
Osaic Holdings, Inc. 0.00% Add +4.6% 3,752 $911K
Semanteon Capital Management, LP 0.46% Reduce -24.4% 3,520 $854K
Pavion Blue Capital, LLC 0.40% No change 3,500 $849K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +10.6% 3,384 $821K
O'shaughnessy Asset Management, LLC 0.01% Add +3.0% 3,359 $815K
Oregon Public Employees Retirement Fund 0.01% No change 3,217 $781K
Sei Investments Co. 0.00% Add +2.5% 3,141 $763K
CENTRAL TRUST Co 0.02% No change 3,128 $759K
Exchange Traded Concepts, LLC 0.02% Add +2.8% 3,120 $757K
Dark Forest Capital Management LP 0.10% Add +22.8% 2,928 $711K
Police & Firemen's Retirement System of New Jersey 0.01% — 2,906 $705K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 2,894 $702K
Pittenger & Anderson Inc. 0.03% Reduce -29.1% 2,880 $699K
Jain Global LLC 0.02% — 2,804 $680K
KLP Kapitalforvaltning As 0.00% — 2,800 $680K
TD Capital Management LLC 0.07% Add +0.4% 2,795 $678K
Nisa Investment Advisors, LLC 0.00% Add +0.0% 2,772 $673K
Janney Montgomery Scott LLC 0.00% Add +19.5% 2,757 $669K
PNC Financial Services Group, Inc. 0.00% Reduce -8.6% 2,740 $665K
Truist Financial Corp. 0.00% Add +2.4% 2,662 $646K
Baird Financial Group, Inc. 0.00% Add +20.6% 2,655 $644K
Pathstone Holdings, LLC 0.00% Reduce -5.5% 2,523 $612K
Legato Capital Management LLC 0.08% No change 2,493 $605K
Bridgewater Associates 0.00% Reduce -30.3% 2,450 $595K
Dynamic Technology Lab Private Ltd 0.10% New 2,443 $593K
Vestcor Inc 0.02% No change 2,371 $575K
M&T Bank Corp 0.00% Reduce -2.6% 2,267 $551K
BNP Paribas Financial Markets 0.00% Reduce -74.6% 2,269 $551K
Glenmede Trust Co. NA 0.00% Reduce -7.1% 2,229 $541K
Aviva PLC 0.00% Reduce -11.2% 2,226 $540K
Cullen Investment Group, LTD. 0.08% Add +0.2% 2,169 $526K
Buckhead Capital Management LLC 0.17% No change 2,136 $518K
Bank of Montreal 0.00% Add +9.7% 2,124 $515K
Mutual of America Capital Management LLC 0.01% Add +0.8% 2,054 $498K
Atria Investments, Inc 0.01% Reduce -8.0% 1,994 $484K
HSBC Holdings PLC 0.00% Reduce -1.6% 1,950 $471K
Pictet Asset Management Holding SA 0.00% Add +17.8% 1,940 $471K
Premier Fund Managers Ltd 0.02% No change 1,938 $469K
Guidance Capital, Inc. 0.14% New 1,992 $464K
Royce & Associates LP 0.00% Add +1.0% 1,817 $441K
Sanctuary Advisors, LLC 0.00% Reduce -1.5% 1,853 $433K
Sequoia Financial Advisors, LLC 0.00% Reduce -0.3% 1,776 $431K
State Board of Administration of Florida Retirement System 0.00% Reduce -8.6% 1,771 $430K
Oarsman Capital, Inc. 0.07% Add +0.5% 1,767 $429K
Allred Capital Management, LLC 0.16% No change 1,753 $425K
Praxis Investment Management Inc. 0.03% Reduce -6.1% 1,700 $413K
Inspire Investing, LLC 0.04% Add +3.8% 1,658 $402K
EntryPoint Capital, LLC 0.17% New 1,654 $401K
Allspring Global Investments Holdings, LLC 0.00% Add +209.6% 1,672 $401K
Public Employees Retirement Association of Colorado 0.00% No change 1,562 $379K
Meridian Wealth Management, LLC 0.02% No change 1,550 $376K
Cerity Partners LLC 0.00% Reduce -38.6% 1,438 $366K
Schulhoff & Co. Inc. 0.13% No change 1,510 $366K
Checchi Capital Advisers, LLC 0.03% No change 1,500 $364K
NewEdge Advisors, LLC 0.00% Add +47.3% 1,480 $359K
Private Advisor Group, LLC 0.00% Reduce -7.5% 1,426 $346K
Ameritas Investment Partners, Inc. 0.01% Add +5.2% 1,425 $346K
Numerai GP LLC 0.09% New 1,423 $345K
Oppenheimer Asset Management Inc. 0.00% Reduce -4.5% 1,414 $343K
Empowered Funds, LLC 0.01% New 1,407 $341K
Marble Harbor Investment Counsel, LLC 0.04% No change 1,400 $340K
Cozad Asset Management Inc. 0.03% No change 1,389 $337K
Aster Capital Management (DIFC) Ltd 0.13% Add +1459.1% 1,372 $333K
Vident Advisory, LLC 0.01% Add +0.8% 1,361 $330K
Rice Hall James & Associates, LLC 0.02% No change 1,350 $328K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.6% 1,339 $325K
Rodgers Brothers Inc. 0.04% No change 1,300 $315K
Trust Point Inc. 0.02% No change 1,300 $315K
Cibc World Markets Corp. 0.00% New 1,274 $309K
Howard Wealth Management, LLC 0.16% No change 1,250 $303K
&partners 0.00% New 1,263 $301K
Cim Investment Management Inc. 0.09% No change 1,240 $301K
GPS Wealth Strategies Group, LLC 0.04% Reduce -7.5% 1,214 $295K
Allworth Financial LP 0.00% Add +53.4% 1,264 $292K
Allianz Asset Management GmbH 0.00% New 1,200 $291K
Bridges Investment Management Inc. 0.00% No change 1,182 $287K
Hollencrest Capital Management 0.01% No change 1,171 $284K
Coldstream Capital Management Inc. 0.01% Reduce -10.1% 1,118 $271K
US Bancorp \de 0.00% Reduce -11.9% 1,103 $268K
Stokes Family Office, LLC 0.03% No change 1,072 $260K
Vanguard Personalized Indexing Management, LLC 0.00% Add +21.8% 1,062 $258K
Hamilton Wealth, LLC 0.06% Reduce -4.5% 1,050 $255K
Cim, LLC 0.04% Reduce -0.9% 1,034 $251K
Perigon Wealth Management, LLC 0.01% New 1,083 $251K
Pinnacle Financial Partners Inc 0.01% No change 1,022 $248K
Stonegate Investment Group, LLC 0.01% Add +2.1% 1,021 $248K
Aquatic Capital Management LLC 0.01% New 1,020 $248K
Evergreen Capital Management LLC 0.01% Add +3.1% 1,015 $246K
Petrus Trust Company, LTA 0.02% No change 1,009 $245K
Nwam LLC 0.01% No change 1,002 $243K
Stratos Wealth Partners, LTD. 0.00% No change 1,000 $243K
Regions Financial Corp. 0.00% Reduce -2.3% 1,000 $243K
Corton Capital Inc. 0.14% New 993 $241K
Xponance LLC 0.00% Add +10.4% 984 $239K
Wealth Alliance, LLC 0.03% Reduce -2.9% 983 $238K
Fulton Bank, N.A. 0.01% Reduce -9.8% 926 $225K
Wolverine Trading, LLC 0.01% Reduce -31.6% 924 $224K
Fourpath Capital Management, LLC 0.04% No change 920 $223K
Guggenheim Capital LLC 0.00% Reduce -17.3% 916 $222K
Cobblestone Capital Advisors LLC 0.01% Reduce -11.6% 911 $221K
Westover Capital Advisors, LLC 0.05% No change 900 $218K
Entropy Technologies, LP 0.02% New 900 $218K
Mackenzie Financial Corp. 0.00% No change 880 $214K
Prospera Financial Services Inc 0.01% No change 879 $214K
Smartleaf Asset Management LLC 0.02% Add +67.8% 876 $212K
King Wealth Management Group 0.03% Reduce -12.0% 860 $209K
Pacer Advisors, Inc. 0.00% Add +115.3% 859 $208K
D.A. Davidson & Co. 0.00% Add +6.3% 845 $205K
New Age Alpha Advisors, LLC 0.01% New 797 $193K
Clearstead Trust, LLC 0.04% No change 777 $189K
CIBC Private Wealth Group LLC 0.00% Reduce -21.8% 719 $172K
Laurel Wealth Advisors LLC 0.03% No change 690 $167K
Lazard Asset Management LLC 0.00% Reduce -89.1% 692 $167K
Jones Financial Companies LLLP 0.00% Add +222.4% 648 $157K
Tower Research Capital LLC (TRC) 0.00% Reduce -40.6% 600 $146K
R Squared Ltd 0.14% — 580 $141K
Evelyn Partners Investment Management LLP 0.00% — 570 $138K
Steward Partners Investment Advisory, LLC 0.00% Add +70.0% 566 $137K
KBC Group NV 0.00% Add +23.1% 548 $133K
Northwestern Mutual Wealth Management Co. 0.00% Add +141.2% 545 $132K
STRS Ohio 0.00% Reduce -16.7% 500 $121K
Quadrant Capital Group LLC 0.01% Add +4.4% 496 $120K
Cwm, LLC 0.00% Add +4.0% 470 $114K
State of Wyoming 0.01% Add +7.9% 463 $112K
Salem Investment Counselors Inc. 0.00% No change 460 $112K
Caitong International Asset Management Co., Ltd 0.11% — 446 $108K
Huntington National Bank 0.00% Add +6.2% 444 $108K
Harbor Investment Advisory, LLC 0.01% No change 413 $100K
GAMMA Investing LLC 0.01% Add +23.1% 400 $97K
Advisors Asset Management, Inc. 0.00% Reduce -0.8% 395 $96K
Rosenberg Matthew Hamilton 0.02% No change 369 $90K
Bangor Savings Bank 0.01% No change 351 $85K
Anchor Investment Management, LLC 0.01% Add +3400.0% 350 $85K
NBT Bank, N.A. 0.01% No change 350 $85K
Larson Financial Group LLC 0.00% Reduce -2.8% 317 $77K
Missouri Trust & Investment Co 0.03% No change 300 $73K
WASHINGTON TRUST Co 0.00% No change 300 $73K
Point72 (DIFC) Ltd 0.01% Reduce -61.9% 268 $65K
Principal Securities, Inc. 0.00% No change 245 $59K
Covestor Ltd 0.03% Reduce -9.3% 205 $50K
Marshall & Sterling Wealth Advisors Inc. 0.03% — 204 $49K
Center for Financial Planning, Inc. 0.01% No change 200 $49K
Fifth Third Bancorp 0.00% Reduce -4.3% 198 $48K
Arax Advisory Partners 0.00% Add +525.8% 194 $47K
Trust Co 0.00% No change 168 $41K
DekaBank Deutsche Girozentrale 0.00% No change 137 $33K
Trivant Custom Portfolio Group, LLC 0.02% No change 115 $28K
Ancora Advisors LLC 0.00% No change 115 $28K
TD Waterhouse Canada Inc. 0.00% New 113 $27K
V-Square Quantitative Management LLC 0.00% No change 112 $27K
Hemington Wealth Management 0.01% Add +4.9% 107 $26K
Ameriflex Group, Inc. 0.01% — 106 $25K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Reduce -78.7% 101 $25K
Fourth Dimension Wealth, LLC 0.01% — 100 $24K
Assetmark, Inc. 0.00% New 100 $24K
Van Hulzen Asset Management, LLC 0.00% New 98 $24K
Eagle Bay Advisors LLC 0.01% Reduce -22.8% 98 $24K
Global Retirement Partners, LLC 0.00% Add +2.4% 86 $21K
Parallel Advisors, LLC 0.00% Add +7.5% 86 $21K
Public Employees Retirement System of Ohio 0.00% Reduce -2.3% 86 $21K
Tortoise Investment Management, LLC 0.00% No change 85 $21K
Fairfield Financial Advisors, LTD 0.01% No change 80 $19K
Versant Capital Management, Inc 0.00% Add +58.3% 76 $18K
Trust Co. of Vermont 0.00% No change 75 $18K
Lindbrook Capital, LLC 0.00% No change 69 $17K
Russell Investments Group, Ltd. 0.00% Add +3.0% 68 $17K
Clearstead Advisors, LLC 0.00% No change 60 $15K
Bessemer Group Inc. 0.00% Add +38.6% 61 $14K
Bartlett & Co. Wealth Management LLC 0.00% No change 57 $14K
Physician Wealth Advisors, Inc. 0.00% New 56 $14K
CVA Family Office, LLC 0.00% No change 52 $13K
Golden State Wealth Management, LLC 0.00% — 47 $11K
Brown Brothers Harriman & Co. 0.00% Reduce -4.4% 43 $10K
Signaturefd, LLC 0.00% Reduce -2.3% 42 $10K
Smithfield Trust Co 0.00% No change 43 $10K
Blue Trust, Inc. 0.00% Reduce -90.1% 39 $9K
LGT Financial Advisors LLC 0.02% No change 38 $9K
SRH Advisors, LLC 0.00% No change 34 $8K
Parkside Financial Bank & Trust 0.00% No change 33 $8K
UMB Bank, n.a. 0.00% Add +6.7% 32 $8K
EverSource Wealth Advisors, LLC 0.00% Add +19.2% 31 $8K
Farther Finance Advisors, LLC 0.00% Add +11.1% 30 $7K
First Horizon Advisors, Inc. 0.00% No change 27 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -7.1% 26 $6K
Mather Group, Llc. 0.00% New 26 $6K
Key Financial Inc 0.00% No change 22 $5K
Bell Investment Advisors, Inc 0.00% Reduce -8.3% 22 $5K
Venturi Wealth Management, LLC 0.00% No change 16 $4K
Bogart Wealth, LLC 0.00% No change 16 $4K
Altshuler Shaham Ltd 0.00% Add +7.1% 15 $4K
Sterling Capital Management LLC 0.00% No change 14 $3K
Holos Integrated Wealth LLC 0.00% — 12 $3K
MPWM Advisory Solutions, LLC 0.00% — 11 $3K
Hexagon Capital Partners LLC 0.00% Add +10.0% 11 $3K
Concourse Financial Group Securities, Inc. 0.00% No change 11 $3K
Rothschild Investment LLC 0.00% Reduce -47.4% 10 $2K
Westside Investment Management, Inc. 0.00% No change 10 $2K
Creative Financial Designs Inc. 0.00% New 9 $2K
Farmers & Merchants Investments Inc. 0.00% Reduce -10.0% 9 $2K
JFS Wealth Advisors, LLC 0.00% No change 8 $2K
Sierra Ocean, LLC 0.00% — 8 $2K
FSC Wealth Advisors, LLC 0.00% No change 8 $2K
Coppell Advisory Solutions LLC 0.00% No change 7 $2K
TD Private Client Wealth LLC 0.00% No change 7 $2K
Beacon Capital Management, LLC 0.00% Reduce -50.0% 6 $1K
Prestige Wealth Management Group LLC 0.00% No change 4 $971
MAI Capital Management 0.00% New 3 $739
Private Wealth Management Group, LLC 0.00% No change 2 $486
SJS Investment Consulting Inc. 0.00% Reduce -33.3% 2 $486
DiNuzzo Private Wealth, Inc. 0.00% Add +100.0% 2 $486
Fairman Group, LLC 0.00% Reduce -60.0% 2 $485
Abound Wealth Management 0.00% No change 1 $243
Global Financial Private Client, LLC 0.00% New 1 $243
St Germain D J Co. Inc. 0.00% No change 1 $243
Manchester Capital Management LLC 0.00% No change 1 $243

"% of holder's portfolio" is WDFC's weight in each manager's 13F, not the share of WD-40 Co. the manager owns.