WD-40WDFC

13F holders, Q2 2025 (June 30)
379holders +1
37new positions
38sold out
8famous investors
$227.75avg. 13F price*

At the end of Q2 2025, 379 institutions reported holding WD-40 Co. (WDFC) in their 13F filings, up 1 from Q1 2025. 37 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($478.7M), Vanguard Group Inc. ($370.3M) and Kayne Anderson Rudnick Investment Management LLC ($128.7M). 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 Israel Englander (0.0% of Millennium Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions37$25.4M
Exits38$35.2M

All 13F filers, Q1 2025 → Q2 2025: 871,742 shares bought and 860,763 shares sold, net +10,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 379 holders

BlackRock, Inc. 0.01% Reduce -2.9% 2,098,914 $478.7M
Vanguard Group Inc. 0.01% Reduce -0.1% 1,623,664 $370.3M
Kayne Anderson Rudnick Investment Management LLC 0.31% Reduce -0.8% 564,039 $128.7M
State Street Corp. 0.00% Reduce -0.1% 524,803 $119.7M
Alliancebernstein L.P. 0.04% Add +11.9% 501,405 $114.4M
Geode Capital Management, LLC 0.01% Add +1.4% 399,186 $91.1M
Ameriprise Financial Inc. 0.02% Add +24.4% 333,505 $76.1M
Conestoga Capital Advisors, LLC 1.08% Reduce -0.2% 319,149 $72.8M
Dimensional Fund Advisors LP 0.01% Add +0.4% 278,922 $63.6M
Renaissance Technologies 0.08% Add +7.5% 278,261 $63.5M
Geneva Capital Management LLC 1.01% Add +6.1% 263,301 $60.1M
Neuberger Berman Group LLC 0.04% Reduce -18.2% 237,837 $54.2M
Millennium Management 0.05% Add +74.2% 228,972 $52.2M
Morgan Stanley 0.00% Reduce -0.5% 190,021 $43.3M
Norges Bank 0.00% Reduce -3.4% 160,300 $36.6M
Northern Trust Corp. 0.00% Reduce -2.4% 151,950 $34.7M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.1% 147,500 $33.6M
Invesco Ltd. 0.01% Reduce -11.9% 142,938 $32.6M
Bank of New York Mellon Corp 0.01% Add +0.4% 125,779 $28.7M
APG Asset Management N.V. 0.08% Reduce -56.3% 141,736 $27.5M
Wellington Management Group LLP 0.00% Add +10.9% 107,065 $24.4M
Marshall Wace, LLP 0.03% Add +23.1% 98,094 $22.4M
Two Sigma Investments, LP 0.04% Add +236.9% 95,883 $21.9M
First Trust Advisors LP 0.02% Reduce -52.5% 84,893 $19.4M
GCQ FUNDS MANAGEMENT PTY Ltd 3.36% Add +26.0% 81,155 $18.5M
Natixis Advisors, LLC 0.03% Reduce -1.4% 79,921 $18.2M
Raymond James Financial Inc. 0.01% Reduce -1.3% 79,620 $18.2M
Principal Financial Group Inc. 0.01% Reduce -12.2% 71,491 $16.3M
Barclays PLC 0.01% Add +23.1% 71,416 $16.3M
Wells Fargo & Company 0.00% Add +1.5% 71,059 $16.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +74.9% 68,401 $15.6M
DF Dent & Co. Inc. 0.19% Add +1.6% 64,420 $14.7M
Goldman Sachs Group Inc. 0.00% Reduce -33.1% 64,257 $14.7M
Jane Street Group, LLC 0.02% Add +279.5% 60,928 $13.9M
Balyasny Asset Management L.P. 0.03% Add +1080.7% 59,826 $13.6M
Jacobs Levy Equity Management, Inc. 0.05% Add +4.5% 58,770 $13.4M
Envestnet Asset Management Inc. 0.00% Reduce -3.4% 55,585 $12.7M
Man Group plc 0.02% Reduce -34.9% 48,475 $11.1M
Trexquant Investment LP 0.12% Add +1006.2% 48,440 $11.0M
UBS Group AG 0.00% Add +0.8% 47,383 $10.8M
Whittier Trust Co. 0.13% Add +2.5% 47,237 $10.8M
Arrowstreet Capital, Limited Partnership 0.01% Add +420.0% 46,492 $10.6M
Cubist Systematic Strategies, LLC 0.11% Add +49.4% 46,344 $10.6M
Public Sector Pension Investment Board 0.04% Add +7.4% 46,152 $10.5M
Bank of America Corp. 0.00% Reduce -8.3% 44,152 $10.1M
Rhumbline Advisers 0.01% Add +2.6% 43,771 $10.0M
PineStone Asset Management Inc. 0.06% Add +7.2% 43,610 $9.9M
Legal & General Group Plc 0.00% Add +2.1% 38,047 $8.7M
Qube Research & Technologies Ltd 0.01% Add +233.0% 37,963 $8.7M
GAMCO Investors 0.09% No change 37,820 $8.6M
Two Sigma Advisers, LP 0.02% Add +148.2% 34,000 $7.8M
Nuveen, LLC 0.00% Reduce -18.7% 31,418 $7.2M
Comerica Bank 0.03% Add +0.1% 30,714 $7.0M
Citadel Advisors 0.01% Add +81.2% 29,972 $6.8M
HRT Financial LP 0.03% Add +143.5% 29,380 $6.7M
Jupiter Asset Management Ltd. 0.05% Reduce -60.1% 28,076 $6.4M
ProShare Advisors LLC 0.01% Reduce -13.7% 27,661 $6.3M
Royal Bank of Canada 0.00% Add +27.9% 26,378 $6.0M
Swiss National Bank 0.00% Reduce -1.5% 25,900 $5.9M
Walleye Capital LLC 0.06% New 24,967 $5.7M
Whittier Trust Co. of Nevada Inc. 0.13% Add +3.2% 24,697 $5.6M
California Public Employees Retirement System 0.00% Add +0.1% 24,551 $5.6M
JPMorgan Chase & Co. 0.00% Reduce -49.1% 23,691 $5.4M
Teacher Retirement System of Texas 0.02% Add +3.2% 22,499 $5.1M
Stifel Financial Corp. 0.00% Reduce -1.1% 20,458 $4.7M
Susquehanna Portfolio Strategies, LLC 0.10% New 20,163 $4.6M
Dividend Assets Capital, LLC 0.83% Add +0.1% 20,081 $4.6M
Voloridge Investment Management, LLC 0.02% Reduce -38.5% 19,213 $4.4M
New York State Teachers Retirement System 0.01% Reduce -0.6% 17,998 $4.1M
Crawford Investment Counsel Inc. 0.07% Reduce -0.7% 17,946 $4.1M
Susquehanna International Group, LLP 0.01% Add +1.9% 17,512 $4.0M
Prudential Financial Inc. 0.01% Add +6.4% 14,164 $3.9M
Tudor Investment Corporation 0.03% Reduce -17.6% 17,048 $3.9M
SG Americas Securities, LLC 0.02% Reduce -34.8% 16,236 $3.7M
Westhampton Capital, LLC 1.91% Reduce -2.1% 16,202 $3.7M
Point72 Asset Management 0.01% New 15,597 $3.6M
CANADA LIFE ASSURANCE Co 0.01% Reduce -3.5% 14,244 $3.3M
Teachers Retirement System of the State of Kentucky 0.02% Add +19.1% 13,418 $3.1M
Intech Investment Management LLC 0.03% Add +2.6% 13,270 $3.0M
Citigroup Inc. 0.00% Reduce -35.8% 13,241 $3.0M
Dark Forest Capital Management LP 0.12% Reduce -1.4% 12,601 $2.9M
Canada Pension Plan Investment Board 0.00% New 12,600 $2.9M
California State Teachers Retirement System 0.00% Add +0.3% 12,525 $2.9M
Algert Global LLC 0.06% Add +7.5% 11,959 $2.7M
T. Rowe Price Associates Inc. 0.00% Add +7.2% 11,873 $2.7M
Texas Yale Capital Corp. 0.09% Add +1.2% 11,615 $2.6M
LPL Financial LLC 0.00% Add +4.5% 10,855 $2.5M
Reik & Co., LLC 0.61% No change 10,800 $2.5M
One Wealth Advisors, LLC 0.34% Reduce -7.8% 10,596 $2.4M
Profit Investment Management, LLC 2.18% No change 10,591 $2.4M
ExodusPoint Capital Management, LP 0.03% Add +284.5% 10,524 $2.4M
Thrivent Financial for Lutherans 0.01% Add +0.1% 9,960 $2.3M
Jefferies Financial Group Inc. 0.04% Reduce -24.6% 9,947 $2.3M
Deutsche Bank AG 0.00% Reduce -43.5% 9,702 $2.2M
Corient Private Wealth LP 0.00% Reduce -2.8% 9,559 $2.2M
Gabelli Funds LLC 0.02% No change 9,500 $2.2M
Bridge City Capital, LLC 0.61% Reduce -1.4% 9,478 $2.2M
SBI Securities Co., Ltd. 0.06% Add +0.0% 9,006 $2.1M
Federated Hermes, Inc. 0.00% No change 8,493 $1.9M
Pathstone Holdings, LLC 0.01% Add +48.2% 8,460 $1.9M
HSBC Holdings PLC 0.00% Add +24.7% 8,320 $1.9M
Creative Planning 0.00% Add +27.5% 8,237 $1.9M
MetLife Investment Management, LLC 0.01% Add +2.3% 8,085 $1.8M
State of Alaska, Department of Revenue 0.02% Add +7.3% 8,068 $1.8M
Exchange Traded Concepts, LLC 0.02% Add +4.3% 8,027 $1.8M
Engineers Gate Manager LP 0.02% Add +43.9% 7,877 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -7.8% 7,766 $1.8M
Commonwealth Equity Services, LLC 0.00% Add +0.2% 7,679 $1.8M
Verition Fund Management LLC 0.01% Add +10.8% 7,610 $1.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -7.8% 7,463 $1.7M
Mariner, LLC 0.00% Add +3.4% 7,286 $1.7M
Illinois Municipal Retirement Fund 0.02% Add +8.6% 7,231 $1.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.7% 7,107 $1.6M
HighTower Advisors, LLC 0.00% Reduce -2.3% 7,065 $1.6M
New York State Common Retirement Fund 0.00% No change 7,008 $1.6M
Alps Advisors Inc. 0.01% Reduce -0.7% 6,959 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Add +33.7% 6,925 $1.6M
Hancock Whitney Corp. 0.03% Reduce -0.0% 6,836 $1.6M
BNP Paribas Financial Markets 0.00% Add +11.0% 6,590 $1.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +6.6% 6,445 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -1.6% 6,300 $1.4M
DAVENPORT & Co LLC 0.01% Reduce -1.1% 6,201 $1.4M
State of Wisconsin Investment Board 0.00% Reduce -8.7% 6,169 $1.4M
Janus Henderson Group PLC 0.00% No change 6,164 $1.4M
McDonald Partners LLC 0.32% No change 5,917 $1.3M
Brevan Howard Capital Management LP 0.01% Add +282.4% 5,904 $1.3M
QSV Equity Investors LLC 1.32% Add +0.5% 5,570 $1.3M
TrueMark Investments, LLC 0.27% New 5,516 $1.3M
Ensign Peak Advisors, Inc 0.00% No change 5,516 $1.3M
Healthcare of Ontario Pension Plan Trust Fund 0.00% No change 5,400 $1.2M
Curbstone Financial Management Corp 0.25% Reduce -5.2% 5,346 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +9.0% 5,222 $1.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.11% Add +6.7% 5,209 $1.2M
American Century Companies Inc. 0.00% Reduce -3.8% 5,173 $1.2M
Nebula Research & Development LLC 0.10% Add +120.9% 5,141 $1.2M
State of Tennessee, Department of Treasury 0.00% Add +11.3% 5,115 $1.2M
Capstone Investment Advisors, LLC 0.01% New 5,076 $1.2M
Yousif Capital Management, LLC 0.01% Add +0.7% 5,032 $1.1M
Wilmington Savings Fund Society, FSB 0.02% No change 4,812 $1.1M
Voya Investment Management LLC 0.00% Reduce -34.4% 4,767 $1.1M
Victory Capital Management Inc. 0.00% Reduce -11.8% 4,623 $1.1M
Alberta Investment Management Corp 0.01% No change 4,500 $1.0M
Vest Financial, LLC 0.01% New 4,483 $1.0M
Schonfeld Strategic Advisors LLC 0.01% Reduce -65.8% 4,400 $1.0M
Avantax Advisory Services, Inc. 0.01% Add +1.1% 4,347 $991K
Handelsbanken Fonder AB 0.00% Reduce -8.6% 4,265 $973K
D. E. Shaw & Co. 0.00% Reduce -63.7% 4,216 $962K
Avior Wealth Management, LLC 0.03% Reduce -2.3% 4,180 $953K
AQR Capital Management 0.00% Reduce -35.4% 4,113 $938K
Silvia McColl Wealth Management, LLC 0.67% Reduce -0.2% 4,069 $928K
Osaic Holdings, Inc. 0.00% Reduce -3.3% 4,057 $927K
Cetera Investment Advisers 0.00% Reduce -0.1% 4,053 $924K
Maryland State Retirement & Pension System 0.02% No change 3,968 $905K
Arizona State Retirement System 0.01% Add +1.7% 3,947 $900K
Amalgamated Bank 0.01% No change 3,857 $880K
Schroder Investment Management Group 0.00% No change 3,826 $875K
O'shaughnessy Asset Management, LLC 0.01% Reduce -8.3% 3,828 $873K
Captrust Financial Advisors 0.00% Reduce -40.9% 3,816 $870K
Radnor Capital Management, LLC 0.14% No change 3,800 $867K
Martingale Asset Management L P 0.02% Reduce -47.1% 3,706 $845K
Pavion Blue Capital, LLC 0.35% No change 3,500 $798K
Catalyst Funds Management Pty Ltd 0.22% New 3,500 $798K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +7.3% 3,478 $793K
Sei Investments Co. 0.00% Reduce -9.8% 3,444 $785K
Rathbones Group PLC 0.00% Add +30.2% 3,385 $772K
Dynamic Technology Lab Private Ltd 0.10% Add +246.2% 3,220 $734K
FMR LLC 0.00% Add +0.1% 3,210 $732K
Landscape Capital Management, L.L.C. 0.06% New 3,171 $723K
Police & Firemen's Retirement System of New Jersey 0.01% Add +7.8% 3,132 $714K
CENTRAL TRUST Co 0.02% No change 3,128 $713K
Fox Run Management, L.L.C. 0.12% Add +50.1% 3,122 $712K
L.M. Kohn & Company 0.19% Reduce -0.8% 3,107 $709K
Oregon Public Employees Retirement Fund 0.01% No change 3,100 $707K
Wolverine Trading, LLC 0.02% Reduce -4.9% 3,039 $695K
US Bancorp \de 0.00% Reduce -9.8% 2,986 $681K
Pittenger & Anderson Inc. 0.02% No change 2,950 $673K
KLP Kapitalforvaltning As 0.00% Add +3.6% 2,900 $661K
TD Capital Management LLC 0.06% No change 2,795 $638K
Inceptionr LLC 0.14% Add +160.7% 2,711 $618K
Russell Investments Group, Ltd. 0.00% Add +45.0% 2,704 $617K
Nisa Investment Advisors, LLC 0.00% Add +0.1% 2,691 $614K
Bank of Montreal 0.00% Add +2.9% 2,672 $609K
Baird Financial Group, Inc. 0.00% Reduce -0.8% 2,635 $601K
Janney Montgomery Scott LLC 0.00% Reduce -13.8% 2,491 $568K
PNC Financial Services Group, Inc. 0.00% Add +3.2% 2,485 $567K
Quantinno Capital Management LP 0.00% Add +139.8% 2,480 $566K
Legato Capital Management LLC 0.07% No change 2,458 $561K
Aigen Investment Management, LP 0.08% New 2,438 $556K
Entropy Technologies, LP 0.04% Reduce -25.0% 2,400 $547K
Truist Financial Corp. 0.00% Reduce -6.8% 2,380 $543K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -25.3% 2,357 $538K
AlphaQuest LLC 0.05% Reduce -62.1% 2,354 $537K
Amundi 0.00% Reduce -60.1% 2,174 $503K
Guidance Capital, Inc. 0.14% Add +2.0% 2,335 $502K
Quadrant Capital Group LLC 0.02% Reduce -4.1% 2,153 $491K
Buckhead Capital Management LLC 0.19% No change 2,136 $487K
Pictet Asset Management Holding SA 0.00% No change 2,094 $478K
Cullen Investment Group, LTD. 0.07% Reduce -3.2% 2,081 $475K
Tower Research Capital LLC (TRC) 0.01% Add +1303.5% 2,035 $464K
Glenmede Investment Management, LP 0.00% — 1,958 $447K
Vident Advisory, LLC 0.01% Reduce -11.2% 1,952 $445K
Aviva PLC 0.00% Reduce -25.6% 1,923 $439K
Franklin Resources Inc. 0.00% Reduce -94.0% 1,878 $428K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.1% 1,809 $422K
Atria Investments, Inc 0.00% Reduce -2.0% 1,812 $413K
Oarsman Capital, Inc. 0.06% No change 1,774 $405K
Allred Capital Management, LLC 0.15% No change 1,753 $400K
Mutual of America Capital Management LLC 0.00% Reduce -11.8% 1,740 $397K
Envestnet Portfolio Solutions, Inc. 0.00% Add +80.7% 1,726 $394K
Inspire Investing, LLC 0.04% Add +20.3% 1,712 $390K
Callan Family Office, LLC 0.01% New 1,710 $390K
Praxis Investment Management Inc. 0.03% No change 1,700 $388K
Jump Financial, LLC 0.00% Reduce -88.7% 1,698 $387K
Cibc World Markets Corp. 0.00% Reduce -44.5% 1,678 $383K
Petrus Trust Company, LTA 0.04% Add +2.7% 1,654 $377K
Virtus Advisers, LLC 0.23% No change 1,631 $372K
Quantessence Capital LLC 0.11% New 1,600 $365K
Public Employees Retirement Association of Colorado 0.00% No change 1,562 $356K
Meridian Wealth Management, LLC 0.02% Reduce -3.7% 1,550 $354K
State Board of Administration of Florida Retirement System 0.00% Reduce -13.9% 1,524 $348K
Schulhoff & Co. Inc. 0.15% No change 1,510 $344K
Kestra Private Wealth Services, LLC 0.01% New 1,509 $344K
Checchi Capital Advisers, LLC 0.02% No change 1,500 $342K
Sequoia Financial Advisors, LLC 0.00% Reduce -0.7% 1,486 $339K
Private Advisor Group, LLC 0.00% Reduce -0.6% 1,473 $336K
NewEdge Advisors, LLC 0.00% Reduce -7.3% 1,462 $333K
Magnetar Financial LLC 0.00% Reduce -15.3% 1,443 $329K
Graham Capital Management, L.P. 0.01% New 1,429 $326K
Marble Harbor Investment Counsel, LLC 0.03% No change 1,400 $319K
Royce & Associates LP 0.00% Add +33.6% 1,397 $319K
Ameritas Investment Partners, Inc. 0.01% No change 1,378 $314K
Vanguard Personalized Indexing Management, LLC 0.00% Add +0.5% 1,366 $312K
M&T Bank Corp 0.00% Add +7.1% 1,349 $308K
Rice Hall James & Associates, LLC 0.02% No change 1,350 $308K
Rodgers Brothers Inc. 0.04% No change 1,300 $297K
Trust Point Inc. 0.03% No change 1,300 $297K
Oppenheimer Asset Management Inc. 0.00% Reduce -0.2% 1,291 $294K
Allworth Financial LP 0.00% Add +0.1% 1,261 $288K
Howard Wealth Management, LLC 0.14% Reduce -2.0% 1,225 $279K
Bridges Investment Management Inc. 0.00% No change 1,216 $277K
Cozad Asset Management Inc. 0.02% Reduce -12.5% 1,215 $277K
&partners 0.00% Add +18.5% 1,211 $276K
First Citizens Bank & Trust Co. 0.01% New 1,211 $276K
Cim Investment Management Inc. 0.05% Reduce -1.6% 1,191 $272K
GPS Wealth Strategies Group, LLC 0.03% Reduce -3.7% 1,183 $270K
Forvis Mazars Wealth Advisors, LLC 0.01% New 1,182 $270K
Hollencrest Capital Management 0.01% No change 1,171 $267K
Sanctuary Advisors, LLC 0.00% Add +2.6% 1,129 $258K
Ethic Inc. 0.00% New 1,114 $255K
Bayforest Capital Ltd 0.11% Reduce -44.8% 1,111 $253K
Two Sigma Securities, LLC 0.03% New 1,103 $252K
Regions Financial Corp. 0.00% Add +10.3% 1,103 $252K
Cerity Partners LLC 0.00% Add +18.7% 1,080 $246K
Xponance LLC 0.00% Add +3.4% 1,072 $245K
Stokes Family Office, LLC 0.03% No change 1,072 $245K
Stratos Wealth Partners, LTD. 0.00% Reduce -0.8% 1,040 $237K
Pinnacle Financial Partners Inc 0.00% No change 1,022 $233K
Coldstream Capital Management Inc. 0.00% Reduce -4.3% 1,012 $231K
Sweeney & Michel, LLC 0.08% No change 1,025 $229K
Corient IA LP 0.13% No change 1,000 $228K
Stonegate Investment Group, LLC 0.01% No change 1,000 $228K
Wealth Alliance, LLC 0.03% Add +0.2% 988 $225K
Scientech Research LLC 0.05% New 979 $223K
Evergreen Capital Management LLC 0.01% Reduce -15.0% 975 $222K
Nwam LLC 0.01% Add +0.1% 1,003 $215K
Fourpath Capital Management, LLC 0.03% No change 920 $210K
HB Wealth Management, LLC 0.00% New 915 $209K
Westover Capital Advisors, LLC 0.04% Reduce -10.0% 900 $205K
Smartleaf Asset Management LLC 0.02% Add +2.2% 897 $205K
Guggenheim Capital LLC 0.00% Reduce -25.4% 898 $205K
D.A. Davidson & Co. 0.00% No change 895 $204K
Prospera Financial Services Inc 0.00% No change 879 $201K
Mackenzie Financial Corp. 0.00% No change 880 $201K
Clearstead Trust, LLC 0.03% Add +0.9% 784 $179K
Aster Capital Management (DIFC) Ltd 0.04% Add +1590.7% 727 $166K
GAMMA Investing LLC 0.01% Add +44.2% 675 $154K
Steward Partners Investment Advisory, LLC 0.00% Add +6.5% 603 $138K
New Age Alpha Advisors, LLC 0.01% Add +40.8% 597 $136K
Jones Financial Companies LLLP 0.00% Add +45.3% 590 $135K
WFA of San Diego, LLC 0.10% — 574 $131K
Evelyn Partners Investment Management LLP 0.00% No change 570 $130K
Salem Investment Counselors Inc. 0.00% No change 460 $105K
Harbor Investment Advisory, LLC 0.01% No change 413 $94K
STRS Ohio 0.00% Reduce -33.3% 400 $91K
Huntington National Bank 0.00% Add +1.0% 389 $89K
Cwm, LLC 0.00% Reduce -23.4% 382 $87K
Larson Financial Group LLC 0.00% Add +14.5% 379 $86K
Rosenberg Matthew Hamilton 0.02% No change 369 $84K
Point72 (DIFC) Ltd 0.01% New 363 $83K
Bangor Savings Bank 0.01% No change 351 $80K
Anchor Investment Management, LLC 0.01% No change 350 $80K
NBT Bank, N.A. 0.01% No change 350 $80K
CIBC Private Wealth Group LLC 0.00% Add +28.6% 342 $78K
KBC Group NV 0.00% Reduce -43.5% 337 $77K
Missouri Trust & Investment Co 0.02% No change 300 $68K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.4% 263 $60K
State of Wyoming 0.01% Reduce -53.7% 262 $60K
Blue Trust, Inc. 0.00% Reduce -15.9% 248 $57K
Fifth Third Bancorp 0.00% Add +5.6% 225 $51K
Arax Advisory Partners 0.00% Add +9.4% 210 $48K
Marshall & Sterling Wealth Advisors Inc. 0.03% No change 204 $46K
Center for Financial Planning, Inc. 0.01% No change 200 $46K
Group One Trading LLC 0.00% New 200 $46K
Nalls Sherbakoff Group, LLC 0.03% Add +0.6% 180 $41K
Trust Co 0.00% No change 168 $38K
Farther Finance Advisors, LLC 0.00% Add +1.9% 159 $36K
EverSource Wealth Advisors, LLC 0.00% Add +207.8% 157 $36K
Versant Capital Management, Inc 0.01% Add +2.7% 153 $35K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 151 $34K
DekaBank Deutsche Girozentrale 0.00% No change 137 $31K
Ameritas Advisory Services, LLC 0.00% New 133 $30K
Assetmark, Inc. 0.00% Add +20.6% 129 $29K
Global Retirement Partners, LLC 0.00% — 118 $27K
Ancora Advisors LLC 0.00% No change 115 $26K
Advisors Asset Management, Inc. 0.00% Reduce -70.9% 112 $26K
Hemington Wealth Management 0.00% Reduce -1.8% 107 $24K
MAI Capital Management 0.00% New 101 $23K
Fourth Dimension Wealth, LLC 0.01% No change 100 $23K
Tortoise Investment Management, LLC 0.00% Add +16.5% 99 $23K
Public Employees Retirement System of Ohio 0.00% Reduce -4.3% 89 $20K
Parallel Advisors, LLC 0.00% Reduce -44.6% 87 $20K
Caitong International Asset Management Co., Ltd 0.01% Reduce -84.3% 82 $19K
Vestcor Inc 0.00% Reduce -36.2% 81 $18K
Trust Co. of Vermont 0.00% No change 75 $17K
Parkside Financial Bank & Trust 0.00% Add +3.0% 68 $16K
UMB Bank, n.a. 0.00% Add +4.9% 64 $15K
Physician Wealth Advisors, Inc. 0.00% Add +6.8% 63 $14K
Clearstead Advisors, LLC 0.00% No change 60 $14K
MassMutual Private Wealth & Trust, FSB 0.00% Add +46.3% 60 $14K
Bartlett & Co. Wealth Management LLC 0.00% No change 57 $13K
Private Wealth Asset Management, LLC 0.00% No change 53 $12K
CVA Family Office, LLC 0.00% No change 52 $12K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 50 $11K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 49 $11K
Golden State Wealth Management, LLC 0.00% No change 47 $11K
Signaturefd, LLC 0.00% Reduce -11.3% 47 $11K
Smithfield Trust Co 0.00% No change 43 $10K
Brown Brothers Harriman & Co. 0.00% No change 43 $10K
Fortitude Family Office, LLC 0.00% New 41 $9K
Dogwood Wealth Management LLC 0.00% New 40 $9K
Principal Securities, Inc. 0.00% Reduce -84.5% 38 $9K
First Horizon Advisors, Inc. 0.00% No change 36 $8K
Twin Peaks Wealth Advisors, LLC 0.00% New 37 $8K
Bessemer Group Inc. 0.00% Add +48.0% 37 $8K
SRH Advisors, LLC 0.00% No change 34 $8K
Bell Investment Advisors, Inc 0.00% Add +94.1% 33 $8K
Sterling Capital Management LLC 0.00% Add +135.7% 33 $8K
Graney & King, LLC 0.00% No change 30 $7K
Rothschild Investment LLC 0.00% Add +8.3% 26 $6K
Optiver Holding B.V. 0.00% No change 24 $5K
Bare Financial Services, Inc 0.00% Add +340.0% 22 $5K
Key Financial Inc 0.00% No change 22 $5K
Brooklyn Investment Group 0.00% Add +90.0% 19 $4K
Altshuler Shaham Ltd 0.00% New 17 $4K
Bogart Wealth, LLC 0.00% No change 16 $4K
Stephens Consulting, LLC 0.00% Add +140.0% 12 $3K
Holos Integrated Wealth LLC 0.00% No change 12 $3K
MPWM Advisory Solutions, LLC 0.00% No change 11 $3K
Farmers & Merchants Investments Inc. 0.00% No change 9 $2K
Hantz Financial Services, Inc. 0.00% New 7 $2K
Quarry LP 0.00% New 8 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -12.5% 7 $2K
Beacon Capital Management, LLC 0.00% No change 6 $1K
Prestige Wealth Management Group LLC 0.00% No change 4 $913
Essential Partners LLC 0.00% — 4 $912
Kestra Investment Management, LLC 0.00% No change 3 $684
Private Wealth Management Group, LLC 0.00% No change 2 $457
Manchester Capital Management LLC 0.00% No change 2 $457
Belmont Capital, LLC 0.00% No change 2 $456
Cornerstone Planning Group LLC 0.00% New 2 $434
Abound Wealth Management 0.00% No change 1 $229
Rialto Wealth Management, LLC 0.00% New 1 $229
SJS Investment Consulting Inc. 0.00% Reduce -50.0% 1 $229
DiNuzzo Private Wealth, Inc. 0.00% New 1 $229
Parkworth Wealth Management, Inc. 0.00% New 1 $228
NewSquare Capital LLC 0.00% New 1 $228
TD Private Client Wealth LLC 0.00% No change 1 $190
Avion Wealth 0.00% No change 2 $0
Covestor Ltd 0.00% Reduce -99.7% 1 $0

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