WD-40WDFC

13F holders, Q4 2025 (December 31)
383holders +9
45new positions
42sold out
11famous investors
$196.94avg. 13F price*

At the end of Q4 2025, 383 institutions reported holding WD-40 Co. (WDFC) in their 13F filings, up 9 from Q3 2025. 45 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($397.0M), Vanguard Group Inc. ($325.0M) and Alliancebernstein L.P. ($104.2M). 11 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Mario Gabelli (0.1% of GAMCO Investors'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions45$48.9M
Exits42$42.4M

All 13F filers, Q3 2025 → Q4 2025: 963,686 shares bought and 879,330 shares sold, net +84,356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 383 holders

BlackRock, Inc. 0.01% Add +1.5% 2,016,144 $397.0M
Vanguard Group Inc. 0.00% Add +3.0% 1,650,622 $325.0M
Alliancebernstein L.P. 0.03% Reduce -0.9% 528,959 $104.2M
Kayne Anderson Rudnick Investment Management LLC 0.28% Reduce -4.7% 527,526 $103.9M
State Street Corp. 0.00% Reduce -0.1% 519,775 $102.3M
Geode Capital Management, LLC 0.00% Add +0.5% 405,117 $79.8M
Conestoga Capital Advisors, LLC 0.98% Reduce -4.4% 296,847 $58.4M
First Trust Advisors LP 0.04% Add +62.5% 289,954 $57.1M
Dimensional Fund Advisors LP 0.01% Add +0.8% 286,391 $56.4M
Renaissance Technologies 0.08% Reduce -11.7% 252,268 $49.7M
Ameriprise Financial Inc. 0.01% Reduce -17.3% 251,679 $49.5M
Geneva Capital Management LLC 0.88% Reduce -9.9% 237,904 $46.8M
GCQ FUNDS MANAGEMENT PTY Ltd 6.00% Add +89.2% 221,225 $43.6M
Morgan Stanley 0.00% Add +8.2% 192,489 $37.9M
Royce & Associates LP 0.33% Add +739.8% 165,187 $32.5M
Balyasny Asset Management L.P. 0.06% New 148,759 $29.3M
Charles Schwab Investment Management Inc. 0.00% Add +0.1% 147,279 $29.0M
Northern Trust Corp. 0.00% Reduce -4.3% 143,124 $28.2M
Invesco Ltd. 0.00% Reduce -2.7% 140,216 $27.6M
Two Sigma Investments, LP 0.04% Reduce -1.1% 129,261 $25.5M
Marshall Wace, LLP 0.02% Reduce -12.1% 124,410 $24.5M
Bank of New York Mellon Corp 0.00% Add +1.2% 120,804 $23.8M
Jacobs Levy Equity Management, Inc. 0.06% Add +34.4% 80,918 $15.9M
Wells Fargo & Company 0.00% Add +6.6% 75,015 $14.8M
Raymond James Financial Inc. 0.00% Reduce -3.2% 73,767 $14.7M
Algert Global LLC 0.22% Add +12.5% 70,342 $13.9M
Goldman Sachs Group Inc. 0.00% Reduce -15.7% 69,667 $13.7M
Barclays PLC 0.01% Add +6.5% 67,066 $13.2M
D. E. Shaw & Co. 0.01% Add +26.7% 65,833 $13.0M
Principal Financial Group Inc. 0.01% Reduce -1.2% 64,730 $12.7M
Natixis Advisors, LLC 0.02% Add +1.9% 57,351 $11.3M
AQR Capital Management 0.01% Add +62.7% 56,257 $11.1M
Squarepoint Ops LLC 0.02% Reduce -21.2% 55,099 $10.8M
Voloridge Investment Management, LLC 0.04% Reduce -16.3% 54,168 $10.7M
Millennium Management 0.01% Reduce -66.4% 49,254 $9.7M
Public Sector Pension Investment Board 0.03% Reduce -11.3% 46,846 $9.2M
Arrowstreet Capital, Limited Partnership 0.01% Add +60.9% 43,645 $8.6M
PineStone Asset Management Inc. 0.05% No change 43,610 $8.6M
UBS Group AG 0.00% Reduce -18.7% 41,118 $8.1M
Rhumbline Advisers 0.01% Reduce -5.4% 40,730 $8.0M
GAMCO Investors 0.07% No change 37,820 $7.4M
DRH Investments, Inc. 6.65% New 36,894 $7.3M
Tudor Investment Corporation 0.04% Reduce -10.3% 36,506 $7.2M
Bank of America Corp. 0.00% Reduce -8.3% 35,886 $7.1M
Nuveen, LLC 0.00% Add +4.5% 35,368 $7.0M
Legal & General Group Plc 0.00% Reduce -6.4% 35,144 $6.9M
Envestnet Asset Management Inc. 0.00% Reduce -27.2% 35,141 $6.9M
Jane Street Group, LLC 0.01% Reduce -52.5% 35,019 $6.9M
ProShare Advisors LLC 0.01% Add +8.4% 33,695 $6.6M
Teacher Retirement System of Texas 0.02% Add +41.6% 32,379 $6.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -16.2% 32,247 $6.3M
Capital Fund Management S.A. 0.06% Add +150.5% 31,515 $6.2M
Man Group plc 0.01% Reduce -56.0% 31,322 $6.2M
Comerica Bank 0.02% Reduce -1.8% 28,861 $5.7M
Trexquant Investment LP 0.05% Reduce -57.8% 28,514 $5.6M
Norges Bank 0.00% — 28,400 $5.6M
Swiss National Bank 0.00% Add +1.9% 26,700 $5.3M
HRT Financial LP 0.02% Reduce -13.7% 26,490 $5.2M
JPMorgan Chase & Co. 0.00% Reduce -36.6% 26,055 $5.1M
Point72 Asset Management 0.01% Add +17.4% 25,533 $5.0M
California Public Employees Retirement System 0.00% Add +2.2% 25,008 $4.9M
Two Sigma Advisers, LP 0.01% Add +0.4% 22,800 $4.5M
Creative Planning 0.00% Add +135.7% 22,573 $4.4M
Vest Financial, LLC 0.05% Add +77.8% 21,111 $4.2M
Royal Bank of Canada 0.00% Reduce -18.1% 20,894 $4.1M
Jefferies Financial Group Inc. 0.03% Reduce -6.9% 19,575 $3.9M
Deutsche Bank AG 0.00% Add +71.9% 19,024 $3.7M
Crawford Investment Counsel Inc. 0.06% Add +2.8% 18,446 $3.6M
ExodusPoint Capital Management, LP 0.04% Add +19.7% 17,926 $3.5M
Stifel Financial Corp. 0.00% Reduce -9.9% 17,788 $3.5M
Bessemer Group Inc. 0.01% Add +10329.5% 17,000 $3.3M
New York State Teachers Retirement System 0.01% Reduce -4.8% 16,939 $3.3M
Bridgewater Associates 0.01% Add +75.5% 16,825 $3.3M
Westhampton Capital, LLC 1.51% Add +6.6% 16,202 $3.2M
Intech Investment Management LLC 0.03% Reduce -11.0% 15,313 $3.0M
Susquehanna Portfolio Strategies, LLC 0.05% Reduce -14.6% 15,236 $3.0M
Russell Investments Group, Ltd. 0.00% Add +21.8% 14,878 $2.9M
American Century Companies Inc. 0.00% Add +16.2% 14,679 $2.9M
T. Rowe Price Associates Inc. 0.00% Add +7.3% 13,520 $2.7M
FMR LLC 0.00% Add +232.3% 13,051 $2.6M
California State Teachers Retirement System 0.00% Add +2.2% 12,796 $2.5M
Prudential Financial Inc. 0.00% Reduce -6.6% 12,733 $2.5M
CANADA LIFE ASSURANCE Co 0.00% Reduce -16.2% 12,120 $2.4M
Dividend Assets Capital, LLC 0.45% Reduce -41.0% 12,078 $2.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 12,055 $2.4M
Texas Yale Capital Corp. 0.07% Add +4.0% 11,817 $2.3M
LPL Financial LLC 0.00% Add +0.3% 11,486 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +14.3% 11,036 $2.2M
Qube Research & Technologies Ltd 0.00% Reduce -75.2% 10,944 $2.2M
Reik & Co., LLC 0.58% No change 10,800 $2.1M
Maverick Capital 0.02% New 10,686 $2.1M
New Age Alpha Advisors, LLC 0.08% Add +2466.3% 9,752 $1.9M
Exchange Traded Concepts, LLC 0.02% Add +1.7% 9,678 $1.9M
Corient Private Wealth LP 0.00% Add +52.0% 9,518 $1.9M
Gabelli Funds LLC 0.01% No change 9,500 $1.9M
Dark Forest Capital Management LP 0.08% Reduce -43.0% 9,362 $1.8M
Thrivent Financial for Lutherans 0.00% Reduce -4.8% 9,296 $1.8M
Canada Pension Plan Investment Board 0.00% Add +25.4% 8,900 $1.8M
One Wealth Advisors, LLC 0.21% Reduce -9.3% 8,796 $1.7M
Quantinno Capital Management LP 0.00% Add +135.3% 8,489 $1.7M
Y-Intercept (Hong Kong) Ltd 0.04% Add +128.0% 8,318 $1.6M
Bridge City Capital, LLC 0.46% Reduce -14.1% 8,004 $1.6M
Cetera Investment Advisers 0.00% Reduce -8.5% 7,814 $1.5M
Federated Hermes, Inc. 0.00% Reduce -10.2% 7,628 $1.5M
Federation des caisses Desjardins du Quebec 0.01% No change 7,615 $1.5M
MetLife Investment Management, LLC 0.01% Reduce -4.9% 7,492 $1.5M
State of Alaska, Department of Revenue 0.02% Add +1.4% 7,494 $1.5M
BNP Paribas Financial Markets 0.00% Add +42.0% 7,395 $1.5M
Illinois Municipal Retirement Fund 0.02% Add +1.9% 7,303 $1.4M
New York State Common Retirement Fund 0.00% No change 7,008 $1.4M
Engineers Gate Manager LP 0.02% Reduce -62.9% 7,001 $1.4M
Citadel Advisors 0.00% Reduce -65.9% 6,965 $1.4M
Voya Investment Management LLC 0.00% Add +1.2% 6,951 $1.4M
Verition Fund Management LLC 0.01% Add +61.6% 6,909 $1.4M
Hancock Whitney Corp. 0.02% Reduce -0.5% 6,794 $1.3M
Victory Capital Management Inc. 0.00% Add +36.7% 6,785 $1.3M
Pathstone Holdings, LLC 0.01% Add +6.0% 6,747 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -5.4% 6,713 $1.3M
Mariner, LLC 0.00% Add +15.1% 6,490 $1.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.9% 6,365 $1.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.7% 6,281 $1.2M
Louisiana State Employees Retirement System 0.02% No change 6,200 $1.2M
Janus Henderson Group PLC 0.00% No change 6,164 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.1% 6,105 $1.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -6.3% 5,945 $1.2M
State of Tennessee, Department of Treasury 0.00% Reduce -2.8% 4,974 $1.2M
DAVENPORT & Co LLC 0.01% Reduce -3.0% 5,792 $1.1M
McDonald Partners LLC 0.35% Reduce -3.8% 5,667 $1.1M
State of Wisconsin Investment Board 0.00% Reduce -13.3% 5,364 $1.1M
Gsa Capital Partners LLP 0.08% New 4,988 $982K
Wilmington Savings Fund Society, FSB 0.02% No change 4,811 $947K
Legato Capital Management LLC 0.08% Add +94.1% 4,771 $939K
Holocene Advisors, LP 0.00% Add +59.5% 4,744 $934K
Headlands Technologies LLC 0.08% Add +174.3% 4,641 $914K
Brevan Howard Capital Management LP 0.02% Reduce -45.5% 4,512 $888K
Captrust Financial Advisors 0.00% Add +15.5% 4,300 $847K
Handelsbanken Fonder AB 0.00% No change 4,265 $840K
Sei Investments Co. 0.00% Add +14.0% 4,074 $802K
Citigroup Inc. 0.00% Reduce -27.6% 4,026 $793K
Silvia McColl Wealth Management, LLC 0.53% Reduce -1.3% 4,017 $791K
Amalgamated Bank 0.01% Add +0.3% 3,935 $775K
Schroder Investment Management Group 0.00% No change 3,826 $763K
Yousif Capital Management, LLC 0.01% Reduce -12.1% 3,670 $758K
Osaic Holdings, Inc. 0.00% Reduce -3.5% 3,841 $757K
Radnor Capital Management, LLC 0.11% No change 3,800 $748K
EntryPoint Capital, LLC 0.29% Add +46.4% 3,786 $745K
Arizona State Retirement System 0.00% Reduce -5.6% 3,768 $742K
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -0.1% 3,766 $742K
Alps Advisors Inc. 0.00% Reduce -2.4% 3,763 $741K
QSV Equity Investors LLC 1.09% Reduce -33.1% 3,731 $735K
Avior Wealth Management, LLC 0.02% Reduce -13.8% 3,601 $709K
Laurion Capital Management LP 0.05% New 3,572 $703K
Pavion Blue Capital, LLC 0.29% No change 3,500 $689K
Rathbones Group PLC 0.00% No change 3,385 $667K
HighTower Advisors, LLC 0.00% Reduce -8.0% 3,364 $662K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -12.0% 3,361 $662K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -2.8% 3,349 $659K
Neuberger Berman Group LLC 0.00% Reduce -2.3% 3,323 $654K
Morningstar Investment Management LLC 0.04% No change 3,311 $652K
HSBC Holdings PLC 0.00% New 3,206 $637K
Benjamin Edwards Inc. 0.01% Reduce -2.3% 3,188 $628K
Whittier Trust Co. 0.01% Reduce -62.4% 3,133 $623K
CENTRAL TRUST Co 0.01% No change 3,128 $616K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 3,126 $616K
Oregon Public Employees Retirement Fund 0.01% Add +1.7% 3,050 $601K
Horizon Investments, LLC 0.01% Add +14.7% 3,034 $594K
Ieq Capital, LLC 0.00% New 2,982 $587K
Pittenger & Anderson Inc. 0.02% No change 2,950 $581K
Dynamic Technology Lab Private Ltd 0.13% Reduce -66.9% 2,930 $577K
KLP Kapitalforvaltning As 0.00% No change 2,900 $571K
Vanguard Personalized Indexing Management, LLC 0.01% Add +72.9% 2,821 $555K
Guidance Capital, Inc. 0.14% Add +4.4% 2,578 $555K
NewEdge Advisors, LLC 0.00% Add +91.0% 2,815 $554K
Palatine Hill Wealth Management, LLC 0.44% — 2,800 $551K
Two Sigma Securities, LLC 0.08% New 2,798 $551K
TD Capital Management LLC 0.05% No change 2,795 $550K
Sequoia Financial Advisors, LLC 0.00% Add +30.4% 2,725 $537K
Nisa Investment Advisors, LLC 0.00% Reduce -1.3% 2,680 $528K
PNC Financial Services Group, Inc. 0.00% Add +18.5% 2,593 $511K
State Board of Administration of Florida Retirement System 0.00% Add +29.0% 2,579 $508K
Curbstone Financial Management Corp 0.10% Reduce -51.3% 2,556 $503K
Cerity Partners LLC 0.00% Reduce -12.6% 2,522 $497K
Wealth Enhancement Advisory Services, LLC 0.00% Add +33.5% 2,489 $495K
Aviva PLC 0.00% Add +7.8% 2,450 $482K
Inspire Investing, LLC 0.04% Add +3.5% 2,366 $466K
Baird Financial Group, Inc. 0.00% Reduce -1.1% 2,356 $464K
AlphaQuest LLC 0.03% Add +32.1% 2,354 $464K
Amundi 0.00% Reduce -0.9% 2,326 $458K
Franklin Resources Inc. 0.00% Reduce -2.5% 2,267 $446K
Truist Financial Corp. 0.00% Reduce -6.3% 2,158 $425K
Buckhead Capital Management LLC 0.15% No change 2,136 $421K
Susquehanna International Group, LLP 0.00% New 2,127 $419K
Cwm, LLC 0.00% Reduce -5.1% 2,117 $417K
Pictet Asset Management Holding SA 0.00% No change 2,094 $412K
Capstone Investment Advisors, LLC 0.00% Reduce -78.9% 2,084 $410K
Schonfeld Strategic Advisors LLC 0.00% Reduce -72.3% 2,078 $409K
O'shaughnessy Asset Management, LLC 0.00% Reduce -20.7% 2,023 $398K
Martingale Asset Management L P 0.01% Reduce -28.4% 2,007 $395K
Quadrant Capital Group LLC 0.01% Reduce -15.0% 2,002 $394K
Maryland State Retirement & Pension System 0.01% Add +1.2% 1,970 $388K
Mercer Global Advisors Inc. 0.00% Add +76.3% 1,946 $383K
Janney Montgomery Scott LLC 0.00% Add +3.3% 1,829 $360K
Cullen Investment Group, LTD. 0.05% Add +0.1% 1,864 $354K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -24.6% 1,763 $351K
Oarsman Capital, Inc. 0.05% Reduce -0.3% 1,772 $349K
Allred Capital Management, LLC 0.12% No change 1,753 $345K
Glenmede Trust Co. NA 0.00% — 1,706 $336K
Praxis Investment Management Inc. 0.02% No change 1,700 $335K
Atria Investments, Inc 0.00% Add +2.5% 1,647 $324K
Virtus Advisers, LLC 0.15% No change 1,631 $321K
Bank of Montreal 0.00% Reduce -10.9% 1,622 $319K
Ensign Peak Advisors, Inc 0.00% Reduce -63.0% 1,616 $318K
Jump Financial, LLC 0.00% New 1,600 $315K
SG Americas Securities, LLC 0.00% New 1,602 $315K
R Squared Ltd 0.15% Reduce -23.2% 1,592 $313K
Malaga Cove Capital, LLC 0.11% New 1,587 $312K
Meridian Wealth Management, LLC 0.01% Add +1.9% 1,580 $311K
Public Employees Retirement Association of Colorado 0.00% No change 1,562 $308K
Mutual of America Capital Management LLC 0.00% Add +2.0% 1,546 $304K
Graham Capital Management, L.P. 0.01% Reduce -11.6% 1,536 $302K
Schulhoff & Co. Inc. 0.13% No change 1,510 $297K
Checchi Capital Advisers, LLC 0.02% No change 1,500 $295K
M&T Bank Corp 0.00% Add +8.6% 1,422 $280K
Marble Harbor Investment Counsel, LLC 0.03% No change 1,400 $276K
Evergreen Capital Management LLC 0.01% Add +14.1% 1,396 $275K
Axq Capital, LP 0.06% New 1,384 $273K
Private Advisor Group, LLC 0.00% Reduce -1.7% 1,381 $272K
Trust Point Inc. 0.02% No change 1,300 $256K
Rodgers Brothers Inc. 0.03% No change 1,300 $256K
DRW Securities, LLC 0.02% New 1,279 $252K
&partners 0.00% Add +2.9% 1,255 $247K
Rice Hall James & Associates, LLC 0.01% No change 1,250 $246K
Kestra Advisory Services, LLC 0.00% New 1,236 $243K
Occudo Quantitative Strategies LP 0.02% No change 1,232 $243K
Sweeney & Michel, LLC 0.07% New 1,025 $242K
Howard Wealth Management, LLC 0.11% No change 1,225 $241K
Cozad Asset Management Inc. 0.02% No change 1,215 $239K
Gotham Asset Management 0.00% Reduce -1.9% 1,203 $237K
Vident Advisory, LLC 0.00% Reduce -30.2% 1,201 $236K
US Bancorp \de 0.00% Add +0.4% 1,187 $234K
Forvis Mazars Wealth Advisors, LLC 0.00% No change 1,182 $233K
Bridges Investment Management Inc. 0.00% Reduce -2.8% 1,182 $233K
Hollencrest Capital Management 0.01% No change 1,171 $231K
Cim Investment Management Inc. 0.06% No change 1,170 $230K
Meeder Advisory Services, Inc. 0.01% New 1,135 $223K
Allworth Financial LP 0.00% Reduce -14.8% 1,122 $221K
Nwam LLC 0.01% New 1,003 $218K
Ameritas Investment Partners, Inc. 0.01% Reduce -6.2% 1,105 $218K
Jain Global LLC 0.00% New 1,094 $215K
Rockefeller Capital Management L.P. 0.00% Add +7.7% 1,087 $214K
Pinnacle Financial Partners, Inc. 0.00% — 1,083 $213K
Xponance LLC 0.00% Add +0.8% 1,079 $212K
Stokes Family Office, LLC 0.02% No change 1,072 $211K
Summitry LLC 0.01% New 1,070 $211K
Stratos Wealth Partners, LTD. 0.00% No change 1,066 $210K
Simplex Trading, LLC 0.01% New 1,056 $208K
Profund Advisors LLC 0.01% New 1,042 $205K
GAMMA Investing LLC 0.01% Add +108.0% 1,034 $204K
Wealth Alliance, LLC 0.02% New 1,026 $202K
Focus Partners Wealth 0.00% New 1,017 $200K
Smartleaf Asset Management LLC 0.01% Add +2.2% 974 $194K
Bayforest Capital Ltd 0.13% Add +42.1% 871 $172K
Steward Partners Investment Advisory, LLC 0.00% No change 719 $142K
Laurel Wealth Advisors LLC 0.02% New 675 $133K
Jones Financial Companies LLLP 0.00% Reduce -23.9% 662 $130K
National Bank of Canada 0.00% No change 575 $113K
WFA of San Diego, LLC 0.08% No change 574 $113K
Evelyn Partners Investment Management LLP 0.00% No change 570 $112K
Covestor Ltd 0.06% Add +9.8% 549 $108K
Clearstead Trust, LLC 0.02% Reduce -37.2% 492 $97K
KBC Group NV 0.00% No change 467 $92K
GPS Wealth Strategies Group, LLC 0.07% Reduce -64.2% 424 $83K
Hantz Financial Services, Inc. 0.00% Add +356.5% 420 $83K
Pacer Advisors, Inc. 0.00% Reduce -14.9% 417 $82K
Versant Capital Management, Inc 0.01% Add +314.0% 414 $82K
Northwestern Mutual Wealth Management Co. 0.00% Add +49.8% 400 $79K
Huntington National Bank 0.00% Reduce -1.5% 388 $76K
Global Retirement Partners, LLC 0.00% Add +225.4% 384 $76K
Rosenberg Matthew Hamilton 0.01% No change 369 $73K
Advisors Asset Management, Inc. 0.00% Add +26.0% 359 $71K
Bangor Savings Bank 0.01% No change 351 $69K
Anchor Investment Management, LLC 0.01% No change 350 $69K
NBT Bank, N.A. 0.00% No change 350 $69K
Larson Financial Group LLC 0.00% Add +0.9% 320 $63K
Garner Asset Management Corp 0.02% New 310 $61K
Tower Research Capital LLC (TRC) 0.00% Reduce -59.1% 307 $60K
Missouri Trust & Investment Co 0.02% No change 300 $59K
Caitong International Asset Management Co., Ltd 0.01% Add +243.2% 278 $55K
Arax Advisory Partners 0.00% Reduce -92.5% 243 $48K
Fifth Third Bancorp 0.00% Reduce -10.0% 207 $41K
Marshall & Sterling Wealth Advisors Inc. 0.03% No change 204 $40K
Pinnacle Wealth Planning Services, Inc. 0.00% New 203 $40K
Center for Financial Planning, Inc. 0.00% No change 200 $39K
Harbor Investment Advisory, LLC 0.00% No change 200 $39K
Blue Trust, Inc. 0.00% Reduce -19.4% 200 $39K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +26.9% 198 $39K
DekaBank Deutsche Girozentrale 0.00% No change 137 $34K
EverSource Wealth Advisors, LLC 0.00% Reduce -33.2% 171 $34K
Trust Co 0.00% No change 168 $33K
Parallel Advisors, LLC 0.00% Reduce -35.8% 165 $32K
Essential Partners LLC 0.01% Add +130.8% 150 $30K
CIBC Private Wealth Group LLC 0.00% Reduce -27.9% 150 $30K
HM Payson & Co. 0.00% No change 142 $28K
Fortitude Family Office, LLC 0.01% Add +4133.3% 127 $25K
MassMutual Private Wealth & Trust, FSB 0.00% Add +176.2% 116 $23K
Signaturefd, LLC 0.00% Add +113.7% 109 $21K
Ameriflex Group, Inc. 0.01% New 105 $21K
Fourth Dimension Wealth, LLC 0.01% No change 100 $20K
Public Employees Retirement System of Ohio 0.00% Add +6.5% 99 $19K
MAI Capital Management 0.00% Add +22.7% 92 $18K
Sterling Capital Management LLC 0.00% Add +169.7% 89 $18K
Farther Finance Advisors, LLC 0.00% Add +178.6% 78 $15K
UMB Bank, n.a. 0.00% Add +10.0% 77 $15K
Ancora Advisors LLC 0.00% No change 72 $14K
Los Angeles Capital Management LLC 0.00% New 72 $14K
Salomon & Ludwin, LLC 0.00% Add +14.5% 71 $14K
SageView Advisory Group, LLC 0.00% New 65 $13K
Physician Wealth Advisors, Inc. 0.00% Add +1.7% 61 $12K
Bartlett & Co. Wealth Management LLC 0.00% No change 57 $11K
Private Wealth Asset Management, LLC 0.00% No change 53 $10K
CVA Family Office, LLC 0.00% No change 50 $10K
Golden State Wealth Management, LLC 0.00% No change 47 $9K
Smithfield Trust Co 0.00% No change 43 $9K
Root Financial Partners, LLC 0.00% Add +25.7% 44 $9K
Rothschild Investment LLC 0.00% Add +4200.0% 43 $8K
SRH Advisors, LLC 0.00% No change 34 $7K
Parkside Financial Bank & Trust 0.00% Reduce -46.0% 34 $7K
Basecamp Wealth Advisors LLC 0.00% — 33 $6K
Pension & Wealth Management Advisors, Inc. 0.00% New 32 $6K
Quarry LP 0.00% Reduce -74.4% 32 $6K
Graney & King, LLC 0.00% Add +3.3% 31 $6K
Boreal Capital Management LLC 0.01% No change 30 $6K
Brown Brothers Harriman & Co. 0.00% Reduce -86.0% 30 $6K
Oakworth Capital, Inc. 0.00% New 27 $5K
Flagship Harbor Advisors, LLC 0.00% New 23 $5K
Key Financial Inc 0.00% No change 22 $4K
IFP Advisors, Inc 0.00% Add +22.2% 22 $4K
High Note Wealth, LLC 0.00% New 21 $4K
Altshuler Shaham Ltd 0.00% Add +5.0% 21 $4K
Assetmark, Inc. 0.00% Reduce -16.0% 21 $4K
Bare Financial Services, Inc 0.00% Add +100.0% 20 $4K
Entrust Financial LLC 0.00% — 19 $4K
Cornerstone Planning Group LLC 0.00% New 17 $4K
Nalls Sherbakoff Group, LLC 0.00% Reduce -90.1% 18 $3K
Keating Financial Advisory Services, Inc. 0.00% — 17 $3K
Bogart Wealth, LLC 0.00% No change 16 $3K
WealthCollab, LLC 0.00% New 12 $2K
Holos Integrated Wealth LLC 0.00% No change 12 $2K
Sound Income Strategies, LLC 0.00% New 11 $2K
MPWM Advisory Solutions, LLC 0.00% No change 11 $2K
MidFirst Bank 0.00% — 11 $2K
Avion Wealth 0.00% Add +22.2% 11 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 10 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 10 $2K
Bell Investment Advisors, Inc 0.00% Reduce -72.7% 9 $2K
Manchester Capital Management LLC 0.00% Add +350.0% 9 $2K
JFS Wealth Advisors, LLC 0.00% Add +28.6% 9 $2K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -97.5% 9 $2K
Dogwood Wealth Management LLC 0.00% Add +12.5% 9 $2K
Optiver Holding B.V. 0.00% Reduce -83.6% 9 $2K
Cornerstone Financial Management LLC 0.00% — 8 $2K
Farmers & Merchants Investments Inc. 0.00% Reduce -11.1% 8 $2K
Torren Management, LLC 0.00% — 7 $1K
SBI Securities Co., Ltd. 0.00% No change 6 $1K
Godfrey Financial Associates, Inc. 0.00% — 5 $985
Crewe Advisors LLC 0.00% No change 5 $985
Ares Financial Consulting, LLC 0.00% — 4 $788
Prestige Wealth Management Group LLC 0.00% No change 4 $788
Marquette Asset Management, LLC 0.00% New 4 $788
DiNuzzo Private Wealth, Inc. 0.00% Add +50.0% 3 $591
Ankerstar Wealth, LLC 0.00% — 2 $394
Optima Capital LLC 0.00% New 2 $394
Private Wealth Management Group, LLC 0.00% No change 2 $394
Transamerica Financial Advisors, LLC 0.00% New 2 $394
SJS Investment Consulting Inc. 0.00% Add +100.0% 2 $394
Gilpin Wealth Management, LLC 0.00% — 1 $197
Harbour Investments, Inc. 0.00% New 1 $197
Clearstead Advisors, LLC 0.00% Reduce -96.4% 1 $197
Abound Wealth Management 0.00% No change 1 $197
Hughes Financial Services, LLC 0.00% Reduce -88.9% 1 $197
Rialto Wealth Management, LLC 0.00% Reduce -50.0% 1 $197
Bay Harbor Wealth Management, LLC 0.00% New 1 $196
TD Private Client Wealth LLC 0.00% No change 1 $164

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