WD-40WDFC

13F holders, Q1 2026 (March 31)
382holders −1
40new positions
38sold out
9famous investors
$203.65avg. 13F price*

At the end of Q1 2026, 382 institutions reported holding WD-40 Co. (WDFC) in their 13F filings, down 1 from Q4 2025. 40 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($412.0M), Vanguard Portfolio Management LLC ($211.7M) and Kayne Anderson Rudnick Investment Management LLC ($129.4M). 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 Lee Ainslie (0.0% of Maverick Capital'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 2025 → Q1 2026

InstitutionsTotal Value
New Positions40$55.8M
Exits38$46.6M

All 13F filers, Q4 2025 → Q1 2026: 1,472,356 shares bought and 1,137,073 shares sold, net +335,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 382 holders

BlackRock, Inc. 0.01% Add +0.2% 2,019,975 $412.0M
Vanguard Portfolio Management LLC 0.01% — 1,038,139 $211.7M
Kayne Anderson Rudnick Investment Management LLC 0.38% Add +20.3% 634,334 $129.4M
Vanguard Capital Management LLC 0.00% — 605,654 $123.5M
State Street Corp. 0.00% Add +1.3% 526,402 $107.4M
Alliancebernstein L.P. 0.03% Reduce -11.2% 469,536 $92.5M
First Trust Advisors LP 0.06% Add +41.9% 411,312 $83.9M
Geode Capital Management, LLC 0.01% Add +0.6% 407,471 $83.1M
Morgan Stanley 0.00% Add +58.3% 304,784 $62.2M
Dimensional Fund Advisors LP 0.01% Add +2.8% 294,277 $60.0M
Geneva Capital Management LLC 1.22% Add +18.7% 282,449 $57.6M
Thrivent Financial for Lutherans 0.11% Add +2874.0% 276,462 $56.4M
Ameriprise Financial Inc. 0.01% Reduce -2.3% 245,819 $50.1M
Renaissance Technologies 0.06% Reduce -19.3% 203,476 $41.5M
Conestoga Capital Advisors, LLC 0.77% Reduce -35.9% 190,200 $38.8M
Royce & Associates LP 0.36% Add +9.5% 180,847 $36.9M
Charles Schwab Investment Management Inc. 0.00% Add +3.4% 152,259 $31.1M
Northern Trust Corp. 0.00% Add +2.3% 146,443 $29.9M
Two Sigma Investments, LP 0.02% Reduce -5.8% 121,810 $24.8M
Bank of New York Mellon Corp 0.00% Reduce -1.9% 118,568 $24.2M
Marshall Wace, LLP 0.03% Reduce -4.8% 118,388 $24.1M
Ophir Asset Management Pty Ltd 2.51% New 105,755 $21.6M
Nordea Investment Management AB 0.02% New 100,932 $20.6M
Barclays PLC 0.01% Add +46.6% 98,333 $20.1M
Vanguard Fiduciary Trust Co. 0.00% — 93,779 $19.1M
Goldman Sachs Group Inc. 0.00% Add +23.9% 86,338 $17.6M
Nuveen, LLC 0.00% Add +143.6% 86,145 $17.6M
Jane Street Group, LLC 0.02% Add +129.1% 80,221 $16.4M
Principal Financial Group Inc. 0.01% Add +15.9% 74,995 $15.3M
Raymond James Financial Inc. 0.00% Reduce -1.7% 72,495 $14.8M
AQR Capital Management 0.01% Add +25.5% 70,605 $14.4M
Jacobs Levy Equity Management, Inc. 0.06% Reduce -16.1% 67,870 $13.8M
Millennium Management 0.01% Add +34.5% 66,223 $13.5M
Invesco Ltd. 0.00% Reduce -53.8% 64,800 $13.2M
D. E. Shaw & Co. 0.01% Reduce -3.5% 63,563 $13.0M
Natixis Advisors, LLC 0.02% Add +5.4% 60,437 $12.3M
Citadel Advisors 0.01% Add +717.0% 56,907 $11.6M
Wells Fargo & Company 0.00% Reduce -25.0% 56,265 $11.5M
Jones Financial Companies LLLP 0.01% Add +8509.7% 56,996 $11.5M
UBS Group AG 0.00% Add +22.0% 50,153 $10.2M
Public Sector Pension Investment Board 0.03% Add +3.0% 48,246 $9.8M
Bank of America Corp. 0.00% Add +19.5% 42,888 $8.7M
Envestnet Asset Management Inc. 0.00% Add +21.8% 42,790 $8.7M
Rhumbline Advisers 0.01% Add +2.0% 41,543 $8.5M
GAMCO Investors 0.08% Reduce -0.8% 37,500 $7.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +16.2% 37,475 $7.6M
JPMorgan Chase & Co. 0.00% Add +43.3% 37,338 $7.6M
DRH Investments, Inc. 6.13% Add +0.3% 37,004 $7.5M
Voloridge Investment Management, LLC 0.03% Reduce -32.5% 36,584 $7.5M
Squarepoint Ops LLC 0.02% Reduce -35.1% 35,733 $7.3M
HRT Financial LP 0.02% Add +30.2% 34,501 $7.0M
Teacher Retirement System of Texas 0.03% Add +5.3% 34,106 $7.0M
GCQ FUNDS MANAGEMENT PTY Ltd 0.86% Reduce -85.7% 31,628 $6.5M
Legal & General Group Plc 0.00% Reduce -10.0% 31,617 $6.4M
Vest Financial, LLC 0.08% Add +47.7% 31,178 $6.4M
KBC Group NV 0.02% Add +6526.1% 30,944 $6.3M
ProShare Advisors LLC 0.01% Reduce -15.9% 28,352 $5.8M
Man Group plc 0.01% Reduce -10.1% 28,170 $5.7M
Creative Planning 0.00% Add +23.3% 27,834 $5.7M
Swiss National Bank 0.00% No change 26,700 $5.4M
Bessemer Group Inc. 0.01% Add +44.3% 24,522 $5.0M
Fifth Third Bancorp 0.01% Add +10648.8% 22,250 $4.5M
Crawford Investment Counsel Inc. 0.07% Add +16.3% 21,446 $4.4M
California Public Employees Retirement System 0.00% Reduce -15.8% 21,047 $4.3M
Capital Fund Management S.A. 0.04% Reduce -34.0% 20,812 $4.2M
American Century Companies Inc. 0.00% Add +28.6% 18,876 $3.8M
Point72 Asset Management 0.01% Reduce -29.5% 18,005 $3.7M
Royal Bank of Canada 0.00% Reduce -14.1% 17,946 $3.7M
Stifel Financial Corp. 0.00% Reduce -4.8% 16,936 $3.5M
California State Teachers Retirement System 0.00% Add +31.1% 16,775 $3.4M
Qube Research & Technologies Ltd 0.00% Add +48.8% 16,283 $3.3M
Westhampton Capital, LLC 1.54% No change 16,202 $3.3M
T. Rowe Price Associates Inc. 0.00% Add +18.6% 16,029 $3.3M
FMR LLC 0.00% Add +20.1% 15,680 $3.2M
XTX Topco Ltd 0.05% New 14,152 $2.9M
Prudential Financial Inc. 0.00% Add +8.5% 13,812 $2.8M
Schroder Investment Management Group 0.00% Add +259.3% 13,748 $2.8M
Jefferies Financial Group Inc. 0.04% Reduce -30.0% 13,699 $2.8M
New York State Teachers Retirement System 0.01% Reduce -23.2% 13,008 $2.7M
Deutsche Bank AG 0.00% Reduce -31.6% 13,007 $2.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 12,848 $2.6M
LPL Financial LLC 0.00% Add +9.8% 12,612 $2.6M
Texas Yale Capital Corp. 0.07% No change 11,817 $2.4M
Quantinno Capital Management LP 0.00% Add +37.1% 11,640 $2.4M
Corient Private Wealth LP 0.00% Add +22.3% 11,639 $2.4M
CANADA LIFE ASSURANCE Co 0.00% Reduce -4.2% 11,614 $2.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -7.2% 11,182 $2.3M
Reik & Co., LLC 0.61% No change 10,800 $2.2M
Intech Investment Management LLC 0.02% Reduce -35.8% 9,831 $2.0M
Exchange Traded Concepts, LLC 0.02% Add +0.2% 9,700 $2.0M
Susquehanna International Group, LLP 0.00% Add +354.3% 9,662 $2.0M
Gabelli Funds LLC 0.01% No change 9,500 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -14.5% 9,437 $1.9M
New Age Alpha Advisors, LLC 0.09% Reduce -4.1% 9,352 $1.9M
Brown Advisory Inc. 0.00% New 8,681 $1.8M
Mariner, LLC 0.00% Add +33.5% 8,663 $1.8M
Susquehanna Portfolio Strategies, LLC 0.03% Reduce -45.5% 8,299 $1.7M
Canada Pension Plan Investment Board 0.00% Reduce -7.9% 8,200 $1.7M
Bridge City Capital, LLC 0.45% Reduce -0.8% 7,940 $1.6M
One Wealth Advisors, LLC 0.20% Reduce -10.2% 7,896 $1.6M
Captrust Financial Advisors 0.00% Add +81.0% 7,782 $1.6M
Virtu Financial LLC 0.07% New 7,717 $1.6M
Federated Hermes, Inc. 0.00% No change 7,628 $1.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 7,451 $1.5M
MetLife Investment Management, LLC 0.01% Reduce -1.7% 7,367 $1.5M
State of Alaska, Department of Revenue 0.02% Reduce -3.1% 7,263 $1.5M
Victory Capital Management Inc. 0.00% Add +6.8% 7,245 $1.5M
Maverick Capital 0.02% Reduce -32.5% 7,212 $1.5M
Illinois Municipal Retirement Fund 0.02% Reduce -2.3% 7,132 $1.5M
Algert Global LLC 0.02% Reduce -90.0% 7,026 $1.4M
New York State Common Retirement Fund 0.00% No change 7,008 $1.4M
Hancock Whitney Corp. 0.02% No change 6,794 $1.4M
Cetera Investment Advisers 0.00% Reduce -11.4% 6,921 $1.4M
Bridgewater Associates 0.01% Reduce -59.1% 6,888 $1.4M
Voya Investment Management LLC 0.00% Reduce -1.6% 6,843 $1.4M
Pathstone Holdings, LLC 0.01% Reduce -4.2% 6,463 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -4.0% 6,445 $1.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +2.0% 6,405 $1.3M
Janus Henderson Group PLC 0.00% No change 6,164 $1.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.8% 6,125 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -3.2% 6,000 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.1% 5,979 $1.2M
DAVENPORT & Co LLC 0.01% Add +1.6% 5,885 $1.2M
Ieq Capital, LLC 0.01% Add +97.3% 5,883 $1.2M
Federation des caisses Desjardins du Quebec 0.00% Reduce -23.0% 5,864 $1.2M
Vanguard Global Advisers, LLC 0.00% — 5,676 $1.2M
McDonald Partners LLC 0.27% No change 5,667 $1.2M
State of Wisconsin Investment Board 0.00% Add +3.6% 5,558 $1.1M
Russell Investments Group, Ltd. 0.00% Reduce -64.3% 5,309 $1.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -11.8% 5,245 $1.1M
PineStone Asset Management Inc. 0.01% Reduce -88.0% 5,239 $1.1M
Trexquant Investment LP 0.01% Reduce -82.0% 5,137 $1.0M
Gsa Capital Partners LLP 0.06% Add +2.5% 5,114 $1.0M
Sei Investments Co. 0.00% Add +19.5% 4,869 $993K
Wilmington Savings Fund Society, FSB 0.02% No change 4,811 $981K
ExodusPoint Capital Management, LP 0.01% Reduce -73.3% 4,786 $976K
Rathbones Group PLC 0.00% Add +36.9% 4,635 $945K
Horizon Investments, LLC 0.01% Add +51.4% 4,592 $932K
Avior Wealth Management, LLC 0.03% Add +24.9% 4,498 $917K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -89.9% 4,413 $900K
BNP Paribas Financial Markets 0.00% Reduce -43.4% 4,187 $854K
Handelsbanken Fonder AB 0.00% Reduce -2.3% 4,165 $849K
Silvia McColl Wealth Management, LLC 0.54% Reduce -0.1% 4,012 $818K
Amalgamated Bank 0.01% Reduce -1.3% 3,885 $792K
Radnor Capital Management, LLC 0.11% No change 3,800 $775K
Police & Firemen's Retirement System of New Jersey 0.01% No change 3,766 $768K
Arizona State Retirement System 0.00% Reduce -1.7% 3,704 $755K
Osaic Holdings, Inc. 0.00% Reduce -5.0% 3,650 $745K
Yousif Capital Management, LLC 0.01% Reduce -1.7% 3,606 $735K
HighTower Advisors, LLC 0.00% Add +7.0% 3,600 $734K
Alps Advisors Inc. 0.00% Reduce -5.0% 3,573 $729K
Cerity Partners LLC 0.00% Add +39.7% 3,524 $719K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -57.7% 3,518 $717K
Pavion Blue Capital, LLC 0.31% No change 3,500 $714K
Wealth Enhancement Advisory Services, LLC 0.00% Add +38.8% 3,455 $712K
Teachers Retirement System of the State of Kentucky 0.01% No change 3,361 $685K
Malaga Cove Capital, LLC 0.25% Add +111.5% 3,356 $684K
Vanguard Investments Australia, Ltd. 0.00% — 3,345 $682K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.4% 3,335 $680K
Dividend Assets Capital, LLC 0.13% Reduce -72.8% 3,281 $669K
Vanguard Personalized Indexing Management, LLC 0.01% Add +14.5% 3,231 $659K
Cwm, LLC 0.00% Add +50.9% 3,195 $652K
Benjamin Edwards Inc. 0.01% Reduce -0.3% 3,178 $648K
CENTRAL TRUST Co 0.01% Add +0.1% 3,131 $639K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 3,126 $638K
Mercer Global Advisors Inc. 0.00% Add +60.6% 3,125 $637K
Guidance Capital, Inc. 0.14% Add +17.6% 3,032 $635K
Oregon Public Employees Retirement Fund 0.01% Add +1.8% 3,106 $633K
State of Tennessee, Department of Treasury 0.00% Reduce -37.6% 3,105 $633K
KLP Kapitalforvaltning As 0.00% Add +3.5% 3,000 $612K
O'shaughnessy Asset Management, LLC 0.00% Add +46.7% 2,968 $605K
Pittenger & Anderson Inc. 0.02% No change 2,950 $602K
Sequoia Financial Advisors, LLC 0.00% Add +4.0% 2,835 $578K
IMC-Chicago, LLC 0.01% New 2,804 $572K
Palatine Hill Wealth Management, LLC 0.50% No change 2,800 $571K
TD Capital Management LLC 0.05% No change 2,795 $570K
Nisa Investment Advisors, LLC 0.00% Add +2.8% 2,755 $562K
State Board of Administration of Florida Retirement System 0.00% Add +5.1% 2,711 $553K
PNC Financial Services Group, Inc. 0.00% Add +2.5% 2,659 $542K
Amundi 0.00% Add +10.1% 2,560 $522K
Inspire Investing, LLC 0.03% Add +6.7% 2,525 $515K
SG Americas Securities, LLC 0.00% Add +56.2% 2,502 $510K
Neuberger Berman Group LLC 0.00% Reduce -25.3% 2,482 $506K
Curbstone Financial Management Corp 0.10% Reduce -3.9% 2,456 $501K
Campbell & CO Investment Adviser LLC 0.03% New 2,409 $491K
Morningstar Investment Management LLC 0.03% Reduce -29.1% 2,349 $479K
Pictet Asset Management Holding SA 0.00% Add +12.2% 2,349 $479K
Citigroup Inc. 0.00% Reduce -43.0% 2,296 $468K
Numerai GP LLC 0.04% New 2,177 $444K
Fox Run Management, L.L.C. 0.08% New 2,154 $439K
Buckhead Capital Management LLC 0.16% No change 2,136 $436K
Dynamic Technology Lab Private Ltd 0.07% Reduce -27.3% 2,130 $434K
Quadrant Capital Group LLC 0.01% Add +4.6% 2,094 $427K
Baird Financial Group, Inc. 0.00% Reduce -14.7% 2,010 $410K
Martingale Asset Management L P 0.01% No change 2,007 $409K
Carderock Capital Management Inc. 0.10% New 2,000 $408K
&partners 0.00% Add +56.6% 1,966 $401K
Maryland State Retirement & Pension System 0.01% Reduce -0.6% 1,959 $400K
Headlands Technologies LLC 0.04% Reduce -58.4% 1,932 $394K
Aviva PLC 0.00% Reduce -22.0% 1,910 $390K
GAMMA Investing LLC 0.02% Add +82.4% 1,886 $385K
R Squared Ltd 0.21% Add +18.0% 1,879 $383K
Andina Capital Management, LLC 0.34% New 1,873 $382K
Truist Financial Corp. 0.00% Reduce -13.4% 1,869 $381K
Occudo Quantitative Strategies LP 0.02% Add +45.9% 1,797 $377K
Franklin Resources Inc. 0.00% Reduce -19.1% 1,834 $374K
Bank of Montreal 0.00% Add +11.2% 1,804 $368K
Callan Family Office, LLC 0.01% New 1,779 $363K
Allred Capital Management, LLC 0.13% No change 1,753 $358K
Oarsman Capital, Inc. 0.04% Reduce -1.4% 1,747 $356K
Janney Montgomery Scott LLC 0.00% Reduce -7.7% 1,688 $344K
Steward Partners Investment Advisory, LLC 0.00% Add +132.0% 1,668 $340K
Atria Investments, Inc 0.00% Reduce -0.3% 1,642 $335K
Virtus Advisers, LLC 0.16% No change 1,631 $333K
Ensign Peak Advisors, Inc 0.00% No change 1,616 $330K
Meridian Wealth Management, LLC 0.01% No change 1,580 $322K
Public Employees Retirement Association of Colorado 0.00% No change 1,562 $319K
Mutual of America Capital Management LLC 0.00% Reduce -0.2% 1,543 $315K
Perbak Capital Partners LLP 0.08% New 1,537 $313K
Schulhoff & Co. Inc. 0.13% No change 1,510 $308K
Harbour Investments, Inc. 0.00% Add +150000.0% 1,501 $306K
Checchi Capital Advisers, LLC 0.02% No change 1,500 $306K
Empowered Funds, LLC 0.00% New 1,497 $305K
Quantbot Technologies LP 0.01% New 1,474 $301K
Bridges Investment Management Inc. 0.00% Add +23.1% 1,455 $297K
Glenmede Trust Co. NA 0.00% Reduce -14.9% 1,452 $296K
Landscape Capital Management, L.L.C. 0.02% New 1,444 $294K
Odyssean, LLC 0.11% New 1,422 $290K
M&T Bank Corp 0.00% Reduce -0.6% 1,413 $289K
Summitry LLC 0.01% Add +32.1% 1,414 $288K
Private Advisor Group, LLC 0.00% Add +1.8% 1,406 $287K
DRW Securities, LLC 0.02% Add +9.7% 1,403 $286K
Marble Harbor Investment Counsel, LLC 0.03% No change 1,400 $286K
Whittier Trust Co. 0.00% Reduce -56.8% 1,355 $285K
Evergreen Capital Management LLC 0.01% Reduce -2.7% 1,358 $277K
Focus Partners Wealth 0.00% Add +29.7% 1,319 $269K
Cullen Investment Group, LTD. 0.04% Reduce -29.7% 1,311 $267K
Rodgers Brothers Inc. 0.03% No change 1,300 $265K
Trust Point Inc. 0.02% No change 1,300 $265K
Xponance LLC 0.00% Add +19.5% 1,289 $263K
NewEdge Advisors, LLC 0.00% Reduce -54.4% 1,284 $262K
Legato Capital Management LLC 0.02% Reduce -73.5% 1,264 $258K
EntryPoint Capital, LLC 0.08% Reduce -66.7% 1,262 $257K
US Bancorp \de 0.00% Add +5.8% 1,256 $256K
Allworth Financial LP 0.00% Add +8.9% 1,222 $249K
Rockefeller Capital Management L.P. 0.00% Add +8.7% 1,182 $241K
Forvis Mazars Wealth Advisors, LLC 0.00% No change 1,182 $241K
Hollencrest Capital Management 0.01% No change 1,171 $239K
Cim Investment Management Inc. 0.06% No change 1,170 $239K
Howard Wealth Management, LLC 0.10% Reduce -6.1% 1,150 $235K
Rice Hall James & Associates, LLC 0.01% Reduce -8.0% 1,150 $235K
Ameritas Investment Partners, Inc. 0.01% No change 1,105 $225K
Pinnacle Financial Partners, Inc. 0.00% Add +1.7% 1,101 $225K
Cozad Asset Management Inc. 0.02% Reduce -9.9% 1,095 $223K
Vident Advisory, LLC 0.00% Reduce -9.3% 1,089 $222K
Kestra Advisory Services, LLC 0.00% Reduce -13.2% 1,073 $219K
Stokes Family Office, LLC 0.02% No change 1,072 $219K
Stratos Wealth Partners, LTD. 0.00% No change 1,066 $217K
Coldstream Capital Management Inc. 0.00% New 1,049 $214K
Sweeney & Michel, LLC 0.06% No change 1,025 $212K
HB Wealth Management, LLC 0.00% New 1,040 $212K
Wealth Alliance, LLC 0.02% Add +0.8% 1,034 $211K
Meeder Advisory Services, Inc. 0.01% Reduce -9.3% 1,029 $210K
Verition Fund Management LLC 0.00% Reduce -85.2% 1,021 $208K
Nwam LLC 0.01% Reduce -0.1% 1,002 $204K
Regions Financial Corp. 0.00% New 1,000 $204K
Tower Research Capital LLC (TRC) 0.01% Add +206.8% 942 $192K
Corient IA LP 0.17% New 890 $182K
Smartleaf Asset Management LLC 0.01% Reduce -13.4% 843 $172K
State of Wyoming 0.01% New 611 $125K
National Bank of Canada 0.00% No change 575 $119K
Evelyn Partners Investment Management LLP 0.00% No change 570 $116K
Advisory Services Network, LLC 0.00% New 560 $114K
Walleye Trading LLC 0.00% New 556 $113K
Hantz Financial Services, Inc. 0.00% Add +25.0% 525 $107K
Clearstead Trust, LLC 0.02% No change 492 $100K
Caitong International Asset Management Co., Ltd 0.02% Add +72.3% 479 $98K
Scarborough Advisors, LLC 0.01% New 450 $92K
Versant Capital Management, Inc 0.01% Add +0.7% 417 $85K
Huntington National Bank 0.00% Add +1.0% 392 $80K
Rosenberg Matthew Hamilton 0.02% No change 369 $75K
Advisors Asset Management, Inc. 0.00% Reduce -0.3% 358 $73K
Anchor Investment Management, LLC 0.01% No change 350 $71K
NBT Bank, N.A. 0.00% No change 350 $71K
Bangor Savings Bank 0.01% Reduce -3.7% 338 $69K
Larson Financial Group LLC 0.00% Add +2.8% 329 $67K
Missouri Trust & Investment Co 0.02% No change 300 $61K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +49.0% 295 $60K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +44.8% 294 $60K
Covestor Ltd 0.04% Reduce -49.0% 280 $57K
EverSource Wealth Advisors, LLC 0.00% Add +28.1% 219 $45K
Marshall & Sterling Wealth Advisors Inc. 0.03% No change 204 $42K
WFA of San Diego, LLC 0.03% Reduce -65.2% 200 $41K
Center for Financial Planning, Inc. 0.00% No change 200 $41K
Harbor Investment Advisory, LLC 0.00% No change 200 $41K
Parallel Advisors, LLC 0.00% Add +21.2% 200 $41K
MAI Capital Management 0.00% Add +114.1% 197 $40K
Signaturefd, LLC 0.00% Add +63.3% 178 $36K
Ares Financial Consulting, LLC 0.03% Add +4150.0% 170 $35K
Trust Co 0.00% No change 168 $34K
HM Payson & Co. 0.00% No change 142 $29K
MassMutual Private Wealth & Trust, FSB 0.00% No change 116 $24K
Kemnay Advisory Services Inc. 0.00% New 111 $23K
Blue Trust, Inc. 0.00% Reduce -45.0% 110 $22K
Ameriflex Group, Inc. 0.01% No change 105 $22K
Public Employees Retirement System of Ohio 0.00% Add +3.0% 102 $21K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -94.4% 98 $21K
Fourth Dimension Wealth, LLC 0.01% No change 100 $20K
Salomon & Ludwin, LLC 0.00% Add +31.0% 93 $19K
Arlington Trust Co LLC 0.00% New 90 $18K
Sterling Capital Management LLC 0.00% Reduce -1.1% 88 $18K
Essential Partners LLC 0.01% Reduce -42.7% 86 $18K
Basecamp Wealth Advisors LLC 0.00% Add +151.5% 83 $17K
UMB Bank, n.a. 0.00% Add +2.6% 79 $16K
Ancora Advisors LLC 0.00% No change 72 $15K
Los Angeles Capital Management LLC 0.00% No change 72 $15K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -82.0% 72 $15K
Arax Advisory Partners 0.00% Reduce -70.8% 71 $14K
Physician Wealth Advisors, Inc. 0.00% Add +14.8% 70 $14K
Farther Finance Advisors, LLC 0.00% Reduce -12.8% 68 $14K
Rothschild Investment LLC 0.00% Add +55.8% 67 $14K
Bartlett & Co. Wealth Management LLC 0.00% No change 57 $12K
Root Financial Partners, LLC 0.00% Add +27.3% 56 $11K
CVA Family Office, LLC 0.00% Add +8.0% 54 $11K
Private Wealth Asset Management, LLC 0.00% No change 53 $11K
Atlantic Union Bankshares Corp 0.00% New 50 $10K
Harbor Capital Advisors, Inc. 0.00% New 47 $10K
Golden State Wealth Management, LLC 0.00% No change 47 $10K
Twin Peaks Wealth Advisors, LLC 0.00% New 46 $9K
Smithfield Trust Co 0.00% No change 43 $9K
Parkside Financial Bank & Trust 0.00% No change 34 $7K
SRH Advisors, LLC 0.00% No change 34 $7K
Boreal Capital Management LLC 0.01% No change 30 $6K
Brown Brothers Harriman & Co. 0.00% No change 30 $6K
Entrust Financial LLC 0.00% Add +42.1% 27 $6K
Keating Financial Advisory Services, Inc. 0.00% Add +58.8% 27 $6K
Oakworth Capital, Inc. 0.00% No change 27 $6K
Mather Group, Llc. 0.00% New 26 $5K
IFP Advisors, Inc 0.00% Add +4.5% 23 $5K
Key Financial Inc 0.00% No change 22 $4K
Bare Financial Services, Inc 0.00% Add +5.0% 21 $4K
High Note Wealth, LLC 0.00% No change 21 $4K
Altshuler Shaham Ltd 0.00% Reduce -14.3% 18 $4K
Assetmark, Inc. 0.00% Reduce -14.3% 18 $4K
Nalls Sherbakoff Group, LLC 0.00% No change 18 $4K
Cornerstone Planning Group LLC 0.00% No change 17 $4K
Bogart Wealth, LLC 0.00% No change 16 $3K
Holos Integrated Wealth LLC 0.00% No change 12 $3K
Sound Income Strategies, LLC 0.00% No change 11 $2K
MPWM Advisory Solutions, LLC 0.00% No change 11 $2K
SJS Investment Consulting Inc. 0.00% Add +400.0% 10 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 10 $2K
Avion Wealth 0.00% Add +18.2% 13 $2K
Bell Investment Advisors, Inc 0.00% No change 9 $2K
Dogwood Wealth Management LLC 0.00% No change 9 $2K
Wealth Preservation Advisors, LLC 0.00% New 8 $2K
Farmers & Merchants Investments Inc. 0.00% No change 8 $2K
Cornerstone Financial Management LLC 0.00% Reduce -25.0% 6 $1K
Fortitude Family Office, LLC 0.00% Reduce -95.3% 6 $1K
JPL Wealth Management, LLC 0.00% New 6 $1K
JFS Wealth Advisors, LLC 0.00% Reduce -33.3% 6 $1K
SBI Securities Co., Ltd. 0.00% No change 6 $1K
Godfrey Financial Associates, Inc. 0.00% No change 5 $1K
Zions Bancorporation, National Association 0.00% New 5 $1K
Simplex Trading, LLC 0.00% Reduce -99.5% 5 $1K
TD Private Client Wealth LLC 0.00% Add +400.0% 5 $986
Prestige Wealth Management Group LLC 0.00% No change 4 $816
Marquette Asset Management, LLC 0.00% No change 4 $816
Ankerstar Wealth, LLC 0.00% No change 2 $408
Gilpin Wealth Management, LLC 0.00% Add +100.0% 2 $408
HFM Investment Advisors, LLC 0.00% New 2 $408
Manchester Capital Management LLC 0.00% Reduce -77.8% 2 $408
Private Wealth Management Group, LLC 0.00% No change 2 $408
Hughes Financial Services, LLC 0.00% Add +100.0% 2 $408
Sunbelt Securities, Inc. 0.00% New 2 $408
Transamerica Financial Advisors, LLC 0.00% No change 2 $407
Investors Portfolio Services LLC 0.00% New 2 $398
Vermillion Wealth Management, Inc. 0.00% New 1 $204
TopTier Wealth Management, LLC 0.00% New 1 $204
Abound Wealth Management 0.00% No change 1 $204
Rialto Wealth Management, LLC 0.00% No change 1 $204
Bay Harbor Wealth Management, LLC 0.00% No change 1 $203

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