WD-40WDFC

13F holders, Q1 2025 (March 31)
378holders +8
34new positions
30sold out
8famous investors
$243.54avg. 13F price*

At the end of Q1 2025, 378 institutions reported holding WD-40 Co. (WDFC) in their 13F filings, up 8 from Q4 2024. 34 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($527.2M), Vanguard Group Inc. ($396.5M) and Kayne Anderson Rudnick Investment Management LLC ($138.7M). 8 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 (0.0% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions34$58.7M
Exits30$12.5M

All 13F filers, Q4 2024 → Q1 2025: 1,188,988 shares bought and 1,430,905 shares sold, net −241,917 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 378 holders

BlackRock, Inc. 0.01% Add +1.8% 2,160,704 $527.2M
Vanguard Group Inc. 0.01% Reduce -0.2% 1,624,858 $396.5M
Kayne Anderson Rudnick Investment Management LLC 0.34% Add +0.8% 568,302 $138.7M
State Street Corp. 0.01% Reduce -3.8% 525,158 $128.1M
Alliancebernstein L.P. 0.04% Add +1767.7% 448,180 $109.4M
Geode Capital Management, LLC 0.01% Add +2.0% 393,565 $96.0M
Conestoga Capital Advisors, LLC 1.18% Add +0.1% 319,803 $78.0M
APG Asset Management N.V. 0.23% Reduce -70.6% 324,004 $73.2M
Neuberger Berman Group LLC 0.06% Reduce -27.1% 290,829 $71.0M
Dimensional Fund Advisors LP 0.02% Reduce -4.5% 277,731 $67.8M
Ameriprise Financial Inc. 0.02% Reduce -20.3% 268,082 $65.4M
Renaissance Technologies 0.10% Add +13.7% 258,761 $63.1M
Geneva Capital Management LLC 1.13% Add +18.7% 248,197 $60.6M
Morgan Stanley 0.00% Add +2.7% 190,906 $46.6M
First Trust Advisors LP 0.04% Reduce -0.4% 178,856 $43.6M
Norges Bank 0.01% Reduce -26.2% 165,915 $40.5M
Invesco Ltd. 0.01% Add +122.0% 162,181 $39.6M
Northern Trust Corp. 0.01% Reduce -3.3% 155,636 $38.0M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.0% 147,592 $36.0M
Millennium Management 0.03% Reduce -16.9% 131,415 $32.1M
Bank of New York Mellon Corp 0.01% Reduce -3.5% 125,329 $30.6M
Wellington Management Group LLP 0.00% New 96,542 $23.6M
Goldman Sachs Group Inc. 0.00% Reduce -18.0% 96,025 $23.4M
Principal Financial Group Inc. 0.01% Reduce -28.6% 81,397 $19.9M
Natixis Advisors, LLC 0.04% Reduce -2.3% 81,065 $19.8M
Raymond James Financial Inc. 0.01% Add +9.4% 80,696 $19.7M
Marshall Wace, LLP 0.03% Reduce -23.7% 79,707 $19.4M
Man Group plc 0.06% Reduce -5.1% 74,407 $18.2M
Jupiter Asset Management Ltd. 0.16% Reduce -0.3% 70,382 $17.2M
Squarepoint Ops LLC 0.04% Add +869.4% 70,299 $17.2M
Wells Fargo & Company 0.00% Reduce -11.3% 69,986 $17.1M
GCQ FUNDS MANAGEMENT PTY Ltd 3.86% Add +244.9% 64,423 $15.7M
DF Dent & Co. Inc. 0.21% Reduce -2.1% 63,426 $15.5M
Barclays PLC 0.01% Add +61.7% 58,019 $14.2M
Envestnet Asset Management Inc. 0.00% Reduce -6.4% 57,556 $14.0M
Jacobs Levy Equity Management, Inc. 0.05% New 56,242 $13.7M
Bank of America Corp. 0.00% Add +22.7% 48,170 $11.8M
UBS Group AG 0.00% Add +49.6% 47,009 $11.5M
JPMorgan Chase & Co. 0.00% Reduce -43.0% 46,539 $11.4M
Whittier Trust Co. 0.16% Add +2.2% 46,083 $11.2M
Public Sector Pension Investment Board 0.05% Add +27.2% 42,981 $10.5M
Rhumbline Advisers 0.01% Add +0.2% 42,658 $10.4M
PineStone Asset Management Inc. 0.07% No change 40,700 $9.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.4% 39,102 $9.5M
Nuveen, LLC 0.00% — 38,657 $9.4M
GAMCO Investors 0.10% No change 37,820 $9.2M
Legal & General Group Plc 0.00% Reduce -2.5% 37,262 $9.1M
ProShare Advisors LLC 0.02% Reduce -0.5% 32,043 $7.8M
Voloridge Investment Management, LLC 0.03% Add +11.0% 31,233 $7.6M
Franklin Resources Inc. 0.00% Add +0.4% 31,095 $7.6M
Cubist Systematic Strategies, LLC 0.10% Reduce -25.7% 31,013 $7.6M
Comerica Bank 0.03% Add +7.4% 30,682 $7.5M
Two Sigma Investments, LP 0.02% Reduce -3.8% 28,463 $6.9M
Swiss National Bank 0.00% Reduce -1.1% 26,300 $6.4M
SG Americas Securities, LLC 0.02% New 24,887 $6.1M
California Public Employees Retirement System 0.00% Reduce -3.7% 24,537 $6.0M
Whittier Trust Co. of Nevada Inc. 0.15% Add +3.9% 23,926 $5.8M
Teacher Retirement System of Texas 0.02% Add +343.7% 21,797 $5.3M
Stifel Financial Corp. 0.01% Reduce -6.7% 20,686 $5.0M
Tudor Investment Corporation 0.04% Reduce -23.6% 20,681 $5.0M
Royal Bank of Canada 0.00% Add +4.6% 20,621 $5.0M
Citigroup Inc. 0.00% Add +4.3% 20,609 $5.0M
Dividend Assets Capital, LLC 0.93% Add +43.3% 20,056 $4.9M
New York State Teachers Retirement System 0.01% Reduce -7.4% 18,098 $4.4M
Crawford Investment Counsel Inc. 0.08% Add +6.7% 18,076 $4.4M
Susquehanna International Group, LLP 0.01% Add +92.3% 17,185 $4.2M
Deutsche Bank AG 0.00% Reduce -14.3% 17,156 $4.2M
Westhampton Capital, LLC 2.20% Reduce -0.8% 16,557 $4.0M
Citadel Advisors 0.00% Add +7.4% 16,539 $4.0M
Jane Street Group, LLC 0.01% Reduce -15.1% 16,056 $3.9M
Prudential Financial Inc. 0.01% Reduce -6.2% 13,311 $3.7M
Jump Financial, LLC 0.06% Add +111.4% 15,013 $3.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -7.4% 14,760 $3.6M
Van Eck Associates Corp. 0.00% Add +10.7% 14,673 $3.6M
Two Sigma Advisers, LP 0.01% Add +179.6% 13,700 $3.3M
Jefferies Financial Group Inc. 0.06% Add +36.1% 13,183 $3.2M
Intech Investment Management LLC 0.03% Reduce -4.8% 12,927 $3.2M
Schonfeld Strategic Advisors LLC 0.02% New 12,855 $3.1M
Dark Forest Capital Management LP 0.14% Add +336.6% 12,784 $3.1M
California State Teachers Retirement System 0.00% Reduce -1.4% 12,494 $3.0M
HRT Financial LP 0.02% Add +21.2% 12,067 $2.9M
D. E. Shaw & Co. 0.00% Reduce -55.3% 11,620 $2.8M
One Wealth Advisors, LLC 0.42% Reduce -7.3% 11,496 $2.8M
Texas Yale Capital Corp. 0.12% No change 11,478 $2.8M
Qube Research & Technologies Ltd 0.00% Reduce -13.5% 11,399 $2.8M
Teachers Retirement System of the State of Kentucky 0.02% Add +159.5% 11,263 $2.7M
Algert Global LLC 0.07% Add +15.0% 11,119 $2.7M
T. Rowe Price Associates Inc. 0.00% Add +9.6% 11,081 $2.7M
Reik & Co., LLC 0.61% No change 10,800 $2.6M
Profit Investment Management, LLC 2.40% Add +5.8% 10,591 $2.6M
LPL Financial LLC 0.00% Add +10.5% 10,390 $2.5M
Thrivent Financial for Lutherans 0.01% Reduce -30.5% 9,950 $2.4M
Corient Private Wealth LP 0.00% Reduce -8.7% 9,838 $2.4M
Bridge City Capital, LLC 0.70% Reduce -0.9% 9,611 $2.3M
Gabelli Funds LLC 0.02% No change 9,500 $2.3M
SBI Securities Co., Ltd. 0.07% No change 9,005 $2.2M
Arrowstreet Capital, Limited Partnership 0.00% New 8,940 $2.2M
Federated Hermes, Inc. 0.00% Reduce -34.4% 8,493 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +12.1% 8,423 $2.1M
Oliver Luxxe Assets LLC 0.37% No change 8,105 $2.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.4% 8,096 $2.0M
MetLife Investment Management, LLC 0.01% Reduce -3.9% 7,907 $1.9M
Exchange Traded Concepts, LLC 0.03% Add +146.6% 7,693 $1.9M
Commonwealth Equity Services, LLC 0.00% Add +2.2% 7,665 $1.9M
State of Alaska, Department of Revenue 0.02% Reduce -2.2% 7,518 $1.8M
Manufacturers Life Insurance Company, The 0.00% Add +4.2% 7,306 $1.8M
Voya Investment Management LLC 0.00% Add +46.8% 7,266 $1.8M
HighTower Advisors, LLC 0.00% Add +8.0% 7,231 $1.8M
Corebridge Financial, Inc. 0.01% Reduce -1.9% 7,111 $1.7M
Mariner, LLC 0.00% Reduce -10.2% 7,050 $1.7M
New York State Common Retirement Fund 0.00% No change 7,008 $1.7M
Martingale Asset Management L P 0.04% No change 7,007 $1.7M
Alps Advisors Inc. 0.01% Add +7.5% 7,007 $1.7M
Verition Fund Management LLC 0.01% Reduce -25.2% 6,867 $1.7M
Hancock Whitney Corp. 0.05% No change 6,838 $1.7M
State of Wisconsin Investment Board 0.00% Reduce -34.6% 6,756 $1.6M
Illinois Municipal Retirement Fund 0.02% Reduce -9.1% 6,660 $1.6M
HSBC Holdings PLC 0.00% Add +242.2% 6,673 $1.6M
Creative Planning 0.00% Add +33.4% 6,462 $1.6M
Captrust Financial Advisors 0.00% Reduce -6.3% 6,451 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -3.0% 6,400 $1.6M
AQR Capital Management 0.00% Add +7.4% 6,366 $1.6M
DAVENPORT & Co LLC 0.01% Reduce -0.8% 6,268 $1.5M
AlphaQuest LLC 0.16% Add +52.3% 6,204 $1.5M
Janus Henderson Group PLC 0.00% No change 6,164 $1.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 6,045 $1.5M
BNP Paribas Financial Markets 0.00% Add +161.8% 5,939 $1.4M
McDonald Partners LLC 0.38% No change 5,917 $1.4M
Pathstone Holdings, LLC 0.01% Add +126.2% 5,707 $1.4M
Curbstone Financial Management Corp 0.29% Reduce -1.1% 5,636 $1.4M
Amundi 0.00% Reduce -20.8% 5,443 $1.4M
QSV Equity Investors LLC 1.40% Reduce -0.2% 5,545 $1.4M
Ensign Peak Advisors, Inc 0.00% No change 5,516 $1.3M
Engineers Gate Manager LP 0.02% Add +34.5% 5,474 $1.3M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 5,400 $1.3M
American Century Companies Inc. 0.00% Reduce -7.0% 5,379 $1.3M
Victory Capital Management Inc. 0.00% Reduce -63.5% 5,243 $1.3M
Federation des caisses Desjardins du Quebec 0.01% New 5,180 $1.3M
Balyasny Asset Management L.P. 0.00% Reduce -87.9% 5,067 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -2.5% 4,995 $1.2M
Campbell & CO Investment Adviser LLC 0.09% Reduce -48.0% 4,975 $1.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.14% No change 4,881 $1.2M
Wilmington Savings Fund Society, FSB 0.02% No change 4,812 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +15.6% 4,789 $1.2M
Handelsbanken Fonder AB 0.00% Add +23.9% 4,665 $1.1M
State of Tennessee, Department of Treasury 0.00% No change 4,597 $1.1M
Alberta Investment Management Corp 0.01% No change 4,500 $1.1M
Occudo Quantitative Strategies LP 0.14% New 4,504 $1.1M
Trexquant Investment LP 0.01% New 4,379 $1.1M
TD Asset Management Inc 0.00% Reduce -47.6% 4,300 $1.0M
Avantax Advisory Services, Inc. 0.01% Add +6.6% 4,300 $1.0M
Avior Wealth Management, LLC 0.04% Add +2.7% 4,276 $1.0M
Osaic Holdings, Inc. 0.00% Add +11.8% 4,194 $1.0M
O'shaughnessy Asset Management, LLC 0.01% Add +24.3% 4,174 $1.0M
OMERS ADMINISTRATION Corp 0.01% New 4,100 $1.0M
Silvia McColl Wealth Management, LLC 0.75% Add +0.3% 4,076 $995K
Cetera Investment Advisers 0.00% Reduce -2.8% 4,057 $990K
Maryland State Retirement & Pension System 0.02% Reduce -12.8% 3,968 $968K
Arizona State Retirement System 0.01% Reduce -1.0% 3,880 $947K
Amalgamated Bank 0.01% Reduce -2.9% 3,857 $941K
Sei Investments Co. 0.00% Add +21.5% 3,816 $931K
Quantbot Technologies LP 0.03% Reduce -31.8% 3,808 $929K
Radnor Capital Management, LLC 0.16% No change 3,800 $927K
Schroder Investment Management Group 0.00% Reduce -13.5% 3,826 $925K
Pavion Blue Capital, LLC 0.41% No change 3,500 $854K
US Bancorp \de 0.00% Add +200.0% 3,309 $807K
Semanteon Capital Management, LP 0.43% Reduce -7.4% 3,259 $795K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +12.0% 3,242 $791K
FMR LLC 0.00% Reduce -42.5% 3,207 $783K
Entropy Technologies, LP 0.08% Add +255.6% 3,200 $781K
Wolverine Trading, LLC 0.02% Add +245.9% 3,196 $773K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -6.8% 3,154 $770K
L.M. Kohn & Company 0.20% Reduce -36.2% 3,133 $764K
CENTRAL TRUST Co 0.02% No change 3,128 $763K
Oregon Public Employees Retirement Fund 0.01% Reduce -3.6% 3,100 $756K
Cibc World Markets Corp. 0.01% Add +137.3% 3,023 $738K
Pittenger & Anderson Inc. 0.03% Add +2.4% 2,950 $720K
Police & Firemen's Retirement System of New Jersey 0.01% No change 2,906 $709K
Janney Montgomery Scott LLC 0.00% Add +4.8% 2,889 $705K
KLP Kapitalforvaltning As 0.00% No change 2,800 $683K
TD Capital Management LLC 0.07% No change 2,795 $682K
ExodusPoint Capital Management, LP 0.01% Reduce -51.4% 2,737 $668K
Nisa Investment Advisors, LLC 0.00% Reduce -3.1% 2,687 $656K
Baird Financial Group, Inc. 0.00% No change 2,655 $648K
Rathbones Group PLC 0.00% New 2,600 $634K
Bank of Montreal 0.00% Add +22.3% 2,598 $634K
Aviva PLC 0.00% Add +16.1% 2,584 $630K
Truist Financial Corp. 0.00% Reduce -4.1% 2,553 $623K
Legato Capital Management LLC 0.08% Reduce -1.4% 2,458 $600K
PNC Financial Services Group, Inc. 0.00% Reduce -12.2% 2,407 $587K
Nebula Research & Development LLC 0.05% Reduce -48.4% 2,327 $568K
Allspring Global Investments Holdings, LLC 0.00% Add +37.5% 2,299 $563K
Quadrant Capital Group LLC 0.02% Add +352.4% 2,244 $548K
Vident Advisory, LLC 0.01% Add +61.4% 2,197 $536K
Guidance Capital, Inc. 0.16% Add +14.9% 2,289 $530K
Cullen Investment Group, LTD. 0.08% Reduce -0.9% 2,149 $524K
Buckhead Capital Management LLC 0.17% No change 2,136 $521K
Pictet Asset Management Holding SA 0.00% Add +7.9% 2,094 $511K
Virtu Financial LLC 0.03% New 2,084 $508K
Fox Run Management, L.L.C. 0.08% New 2,080 $508K
Bayforest Capital Ltd 0.21% New 2,011 $491K
Mutual of America Capital Management LLC 0.01% Reduce -3.9% 1,973 $481K
Glenmede Trust Co. NA 0.00% Reduce -15.4% 1,885 $460K
Russell Investments Group, Ltd. 0.00% Add +2642.7% 1,865 $455K
Atria Investments, Inc 0.01% Reduce -7.3% 1,849 $451K
Wealth Enhancement Advisory Services, LLC 0.00% Add +36.7% 1,830 $447K
Oarsman Capital, Inc. 0.08% Add +0.4% 1,774 $433K
State Board of Administration of Florida Retirement System 0.00% No change 1,771 $432K
Allred Capital Management, LLC 0.17% No change 1,753 $428K
Magnetar Financial LLC 0.01% New 1,703 $416K
Praxis Investment Management Inc. 0.03% No change 1,700 $415K
Virtus Advisers, LLC 0.26% New 1,631 $398K
Petrus Trust Company, LTA 0.04% Add +59.7% 1,611 $393K
Meridian Wealth Management, LLC 0.02% Add +3.9% 1,610 $393K
NewEdge Advisors, LLC 0.00% Add +6.6% 1,578 $385K
Public Employees Retirement Association of Colorado 0.00% No change 1,562 $381K
Brevan Howard Capital Management LP 0.01% Reduce -68.2% 1,544 $377K
Schulhoff & Co. Inc. 0.16% No change 1,510 $368K
Checchi Capital Advisers, LLC 0.03% No change 1,500 $366K
Sequoia Financial Advisors, LLC 0.00% Reduce -15.8% 1,496 $365K
Private Advisor Group, LLC 0.00% Add +3.9% 1,482 $362K
R Squared Ltd 0.38% Add +153.4% 1,470 $359K
EntryPoint Capital, LLC 0.16% Reduce -11.6% 1,462 $357K
Inspire Investing, LLC 0.04% Reduce -14.2% 1,423 $347K
Marble Harbor Investment Counsel, LLC 0.04% No change 1,400 $342K
Cozad Asset Management Inc. 0.03% No change 1,389 $339K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.3% 1,378 $336K
Vanguard Personalized Indexing Management, LLC 0.00% Add +28.0% 1,359 $332K
Rice Hall James & Associates, LLC 0.02% No change 1,350 $329K
Rodgers Brothers Inc. 0.04% No change 1,300 $317K
Trust Point Inc. 0.03% No change 1,300 $317K
Allianz Asset Management GmbH 0.00% Add +8.3% 1,300 $317K
Oppenheimer Asset Management Inc. 0.00% Reduce -8.5% 1,294 $316K
XTX Topco Ltd 0.02% New 1,282 $313K
M&T Bank Corp 0.00% Reduce -44.4% 1,260 $307K
Howard Wealth Management, LLC 0.17% No change 1,250 $305K
GPS Wealth Strategies Group, LLC 0.04% Add +1.1% 1,228 $300K
Bridges Investment Management Inc. 0.00% Add +2.9% 1,216 $297K
Cim Investment Management Inc. 0.07% Reduce -2.3% 1,211 $295K
Guggenheim Capital LLC 0.00% Add +31.3% 1,203 $294K
Hollencrest Capital Management 0.01% No change 1,171 $286K
Allworth Financial LP 0.00% Reduce -0.3% 1,260 $283K
Evergreen Capital Management LLC 0.01% Add +13.0% 1,147 $280K
Sanctuary Advisors, LLC 0.00% Reduce -40.6% 1,100 $268K
Stokes Family Office, LLC 0.03% No change 1,072 $262K
Coldstream Capital Management Inc. 0.01% Reduce -5.5% 1,057 $258K
Stratos Wealth Partners, LTD. 0.00% Add +4.8% 1,048 $256K
Royce & Associates LP 0.00% Reduce -42.4% 1,046 $255K
Inceptionr LLC 0.08% New 1,040 $254K
Xponance LLC 0.00% Add +5.4% 1,037 $253K
Quantinno Capital Management LP 0.00% New 1,034 $252K
Pinnacle Financial Partners Inc 0.01% No change 1,022 $249K
&partners 0.00% Reduce -19.1% 1,022 $247K
Bridgewater Associates 0.00% Reduce -59.1% 1,003 $245K
Nwam LLC 0.02% No change 1,002 $244K
Corient IA LP 0.17% — 1,000 $244K
Westover Capital Advisors, LLC 0.05% Add +11.1% 1,000 $244K
Stonegate Investment Group, LLC 0.01% Reduce -2.1% 1,000 $244K
Regions Financial Corp. 0.00% No change 1,000 $244K
Wealth Alliance, LLC 0.03% Add +0.3% 986 $240K
Premier Fund Managers Ltd 0.01% Reduce -48.8% 993 $240K
Envestnet Portfolio Solutions, Inc. 0.00% New 955 $233K
Corton Capital Inc. 0.77% Reduce -4.2% 951 $232K
Cim, LLC 0.03% Reduce -9.9% 932 $227K
Dynamic Technology Lab Private Ltd 0.03% Reduce -61.9% 930 $227K
Caxton Associates LLP 0.01% — 923 $225K
Fourpath Capital Management, LLC 0.04% No change 920 $224K
Sweeney & Michel, LLC 0.10% — 1,025 $224K
Cerity Partners LLC 0.00% Reduce -36.7% 910 $222K
D.A. Davidson & Co. 0.00% Add +5.9% 895 $218K
Mackenzie Financial Corp. 0.00% No change 880 $215K
Prospera Financial Services Inc 0.00% No change 879 $215K
Smartleaf Asset Management LLC 0.02% Add +0.2% 878 $212K
United Services Automobile Association 0.01% New 872 $211K
Lazard Asset Management LLC 0.00% Add +22.0% 844 $204K
King Wealth Management Group 0.03% Reduce -3.4% 831 $203K
Clearstead Trust, LLC 0.04% No change 777 $190K
Laurel Wealth Advisors LLC 0.03% No change 690 $168K
STRS Ohio 0.00% Add +20.0% 600 $146K
KBC Group NV 0.00% Add +8.9% 597 $146K
Evelyn Partners Investment Management LLP 0.00% No change 570 $139K
Steward Partners Investment Advisory, LLC 0.00% No change 566 $138K
State of Wyoming 0.02% Add +22.3% 566 $138K
Caitong International Asset Management Co., Ltd 0.09% Add +17.0% 522 $127K
Pacer Advisors, Inc. 0.00% Reduce -40.3% 513 $125K
Cwm, LLC 0.00% Add +6.2% 499 $122K
GAMMA Investing LLC 0.01% Add +17.0% 468 $114K
Salem Investment Counselors Inc. 0.00% No change 460 $112K
New Age Alpha Advisors, LLC 0.00% Reduce -46.8% 424 $103K
Harbor Investment Advisory, LLC 0.01% No change 413 $101K
Jones Financial Companies LLLP 0.00% Reduce -37.4% 406 $98K
Advisors Asset Management, Inc. 0.00% Reduce -2.5% 385 $94K
Huntington National Bank 0.00% Reduce -13.3% 385 $94K
Rosenberg Matthew Hamilton 0.02% No change 369 $90K
Bangor Savings Bank 0.01% No change 351 $86K
Anchor Investment Management, LLC 0.01% No change 350 $85K
NBT Bank, N.A. 0.01% No change 350 $85K
Larson Financial Group LLC 0.00% Add +4.4% 331 $81K
Covestor Ltd 0.05% Add +49.3% 306 $75K
Missouri Trust & Investment Co 0.03% No change 300 $73K
Blue Trust, Inc. 0.00% Add +656.4% 295 $72K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -51.6% 264 $64K
Principal Securities, Inc. 0.00% No change 245 $59K
CIBC Private Wealth Group LLC 0.00% Reduce -63.0% 266 $58K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Add +123.8% 226 $55K
Fifth Third Bancorp 0.00% Add +7.6% 213 $52K
Marshall & Sterling Wealth Advisors Inc. 0.03% No change 204 $50K
Center for Financial Planning, Inc. 0.01% No change 200 $49K
Arax Advisory Partners 0.00% Reduce -1.0% 192 $47K
Nalls Sherbakoff Group, LLC 0.04% — 179 $44K
Trust Co 0.00% No change 168 $41K
Parallel Advisors, LLC 0.00% Add +82.6% 157 $38K
Farther Finance Advisors, LLC 0.00% Add +420.0% 156 $38K
Versant Capital Management, Inc 0.01% Add +96.0% 149 $36K
Tower Research Capital LLC (TRC) 0.00% Reduce -75.8% 145 $35K
DekaBank Deutsche Girozentrale 0.00% No change 137 $33K
Vestcor Inc 0.00% Reduce -94.6% 127 $31K
Trivant Custom Portfolio Group, LLC 0.02% No change 115 $28K
Ancora Advisors LLC 0.00% No change 115 $28K
V-Square Quantitative Management LLC 0.00% No change 112 $27K
Assetmark, Inc. 0.00% Add +7.0% 107 $26K
Hemington Wealth Management 0.00% Add +1.9% 109 $26K
Ameriflex Group, Inc. 0.01% No change 106 $26K
Fourth Dimension Wealth, LLC 0.01% No change 100 $24K
Public Employees Retirement System of Ohio 0.00% Add +8.1% 93 $23K
Tortoise Investment Management, LLC 0.00% No change 85 $21K
Trust Co. of Vermont 0.00% No change 75 $18K
Lindbrook Capital, LLC 0.00% Add +4.3% 72 $18K
Point72 Hong Kong Ltd 0.00% New 67 $16K
Parkside Financial Bank & Trust 0.00% Add +100.0% 66 $16K
UMB Bank, n.a. 0.00% Add +90.6% 61 $15K
Clearstead Advisors, LLC 0.00% No change 60 $15K
Physician Wealth Advisors, Inc. 0.00% Add +5.4% 59 $14K
Bartlett & Co. Wealth Management LLC 0.00% No change 57 $14K
Private Wealth Asset Management, LLC 0.00% — 53 $13K
Signaturefd, LLC 0.00% Add +26.2% 53 $13K
CVA Family Office, LLC 0.00% No change 52 $13K
EverSource Wealth Advisors, LLC 0.00% Add +64.5% 51 $12K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 50 $12K
Golden State Wealth Management, LLC 0.00% No change 47 $11K
Brown Brothers Harriman & Co. 0.00% No change 43 $10K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -96.9% 43 $10K
MassMutual Private Wealth & Trust, FSB 0.00% Add +57.7% 41 $10K
Smithfield Trust Co 0.00% No change 43 $10K
First Horizon Advisors, Inc. 0.00% Add +33.3% 36 $9K
SRH Advisors, LLC 0.00% No change 34 $8K
Graney & King, LLC 0.01% New 30 $7K
Mather Group, Llc. 0.00% No change 26 $6K
Bessemer Group Inc. 0.00% Reduce -59.0% 25 $6K
Rothschild Investment LLC 0.00% Add +140.0% 24 $6K
Optiver Holding B.V. 0.00% New 24 $6K
Key Financial Inc 0.00% No change 22 $5K
Hexagon Capital Partners LLC 0.00% Add +90.9% 21 $5K
Bell Investment Advisors, Inc 0.00% Reduce -22.7% 17 $4K
Bogart Wealth, LLC 0.00% No change 16 $4K
Sterling Capital Management LLC 0.00% No change 14 $3K
Holos Integrated Wealth LLC 0.00% No change 12 $3K
MPWM Advisory Solutions, LLC 0.00% No change 11 $3K
Brooklyn Investment Group 0.00% New 10 $2K
Farmers & Merchants Investments Inc. 0.00% No change 9 $2K
Sierra Ocean, LLC 0.00% No change 8 $2K
JFS Wealth Advisors, LLC 0.00% No change 8 $2K
Beacon Capital Management, LLC 0.00% No change 6 $1K
Bare Financial Services, Inc 0.00% New 5 $1K
Stephens Consulting, LLC 0.00% New 5 $1K
Global Financial Private Client, LLC 0.00% Add +300.0% 4 $976
Prestige Wealth Management Group LLC 0.00% No change 4 $976
Kestra Investment Management, LLC 0.00% New 3 $732
Financial Network Wealth Advisors LLC 0.00% New 2 $505
Private Wealth Management Group, LLC 0.00% No change 2 $488
Manchester Capital Management LLC 0.00% Add +100.0% 2 $488
Perkins Coie Trust Co 0.00% New 2 $488
Belmont Capital, LLC 0.00% New 2 $488
SJS Investment Consulting Inc. 0.00% No change 2 $488
CoreCap Advisors, LLC 0.00% New 2 $488
Abound Wealth Management 0.00% No change 1 $244
TD Private Client Wealth LLC 0.00% Reduce -85.7% 1 $204
Avion Wealth 0.00% New 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.