WD-40WDFC

13F holders, Q2 2026 (June 30)
387holders +5
48new positions
43sold out
7famous investors
$242.42avg. 13F price*

At the end of Q2 2026, 387 institutions reported holding WD-40 Co. (WDFC) in their 13F filings, up 5 from Q1 2026. 48 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($505.7M), Vanguard Portfolio Management LLC ($262.1M) and Kayne Anderson Rudnick Investment Management LLC ($153.3M). 7 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 Ray Dalio (0.0% of Bridgewater Associates'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions48$24.8M
Exits43$69.8M

All 13F filers, Q1 2026 → Q2 2026: 1,034,929 shares bought and 1,230,389 shares sold, net −195,460 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 387 holders

BlackRock, Inc. 0.01% Add +2.8% 2,075,743 $505.7M
Vanguard Portfolio Management LLC 0.01% Add +3.6% 1,075,929 $262.1M
Kayne Anderson Rudnick Investment Management LLC 0.48% Reduce -0.8% 629,021 $153.3M
Vanguard Capital Management LLC 0.00% Reduce -0.2% 604,460 $147.3M
State Street Corp. 0.00% Add +4.3% 549,199 $133.8M
Geode Capital Management, LLC 0.01% Add +8.3% 441,406 $107.6M
First Trust Advisors LP 0.05% Reduce -15.3% 348,519 $84.9M
Alliancebernstein L.P. 0.03% Reduce -19.6% 377,541 $77.0M
Dimensional Fund Advisors LP 0.01% Add +5.9% 311,574 $75.9M
Ameriprise Financial Inc. 0.01% Add +21.5% 298,710 $72.8M
Thrivent Financial for Lutherans 0.12% Reduce -0.2% 275,985 $67.2M
Morgan Stanley 0.00% Reduce -17.1% 252,684 $61.6M
Goldman Sachs Group Inc. 0.01% Add +175.5% 237,838 $57.9M
Geneva Capital Management LLC 1.24% Reduce -21.1% 222,836 $54.3M
American Century Companies Inc. 0.02% Add +1027.1% 212,756 $51.8M
Two Sigma Investments, LP 0.04% Add +68.5% 205,314 $50.0M
Ophir Asset Management Pty Ltd 4.05% Add +91.3% 202,300 $49.3M
Royce & Associates LP 0.36% Add +2.7% 185,690 $45.2M
Renaissance Technologies 0.06% Reduce -13.5% 176,076 $42.9M
Northern Trust Corp. 0.00% Add +7.8% 157,943 $38.5M
Charles Schwab Investment Management Inc. 0.01% Add +1.3% 154,213 $37.6M
Conestoga Capital Advisors, LLC 0.67% Reduce -33.6% 126,199 $30.7M
Bank of New York Mellon Corp 0.00% Add +0.9% 119,691 $29.2M
Nuveen, LLC 0.01% Add +20.5% 103,823 $25.3M
Vanguard Fiduciary Trust Co. 0.01% Add +3.2% 96,780 $23.6M
Natixis Advisors, LLC 0.02% Add +33.5% 80,653 $19.6M
Jones Financial Companies LLLP 0.01% Add +31.1% 74,740 $18.6M
AQR Capital Management 0.01% Add +7.8% 76,079 $18.5M
Principal Financial Group Inc. 0.01% Add +0.9% 75,672 $18.4M
Raymond James Financial Inc. 0.01% Add +3.7% 75,146 $18.3M
Wells Fargo & Company 0.00% Add +27.8% 71,894 $17.5M
Citadel Advisors 0.01% Reduce -2.0% 55,775 $13.6M
Invesco Ltd. 0.00% Reduce -19.7% 52,053 $12.7M
Public Sector Pension Investment Board 0.03% Reduce -4.3% 46,176 $11.3M
JPMorgan Chase & Co. 0.00% Add +20.1% 44,838 $11.2M
Envestnet Asset Management Inc. 0.00% Add +1.3% 43,364 $10.6M
Ceredex Value Advisors LLC 0.26% New 37,575 $9.2M
GAMCO Investors 0.08% No change 37,500 $9.1M
Rhumbline Advisers 0.01% Reduce -10.3% 37,252 $9.1M
Jacobs Levy Equity Management, Inc. 0.03% Reduce -46.7% 36,186 $8.8M
Bank of America Corp. 0.00% Reduce -18.0% 35,182 $8.6M
DRH Investments, Inc. 6.59% Reduce -7.7% 34,157 $8.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -10.9% 33,377 $8.1M
Teacher Retirement System of Texas 0.02% Reduce -6.2% 31,978 $7.8M
ProShare Advisors LLC 0.01% Add +11.8% 31,696 $7.7M
KBC Group NV 0.02% No change 30,944 $7.5M
GCQ FUNDS MANAGEMENT PTY Ltd 1.04% Reduce -2.8% 30,749 $7.5M
D. E. Shaw & Co. 0.00% Reduce -51.7% 30,702 $7.5M
Legal & General Group Plc 0.00% Reduce -3.9% 30,372 $7.4M
UBS Group AG 0.00% Reduce -41.8% 29,190 $7.1M
Swiss National Bank 0.00% Add +1.1% 27,000 $6.6M
Creative Planning 0.00% Reduce -8.1% 25,587 $6.2M
Barclays PLC 0.00% Reduce -74.1% 25,431 $6.2M
Vest Financial, LLC 0.06% Reduce -19.8% 25,019 $6.1M
Bessemer Group Inc. 0.01% Reduce -0.4% 24,414 $5.9M
Deutsche Bank AG 0.00% Add +71.8% 22,346 $5.4M
Crawford Investment Counsel Inc. 0.09% Add +4.2% 22,336 $5.4M
Brown Advisory Inc. 0.01% Add +147.0% 21,443 $5.2M
California Public Employees Retirement System 0.00% Reduce -0.1% 21,018 $5.1M
Fifth Third Bancorp 0.01% Reduce -10.9% 19,824 $4.8M
T. Rowe Price Associates Inc. 0.00% Add +18.3% 18,960 $4.6M
Norges Bank 0.00% — 18,400 $4.5M
Stifel Financial Corp. 0.00% Add +6.5% 18,045 $4.4M
Royal Bank of Canada 0.00% Reduce -3.6% 17,300 $4.2M
Voloridge Investment Management, LLC 0.02% Reduce -53.0% 17,203 $4.2M
Squarepoint Ops LLC 0.01% Reduce -54.6% 16,206 $3.9M
Westhampton Capital, LLC 1.62% Reduce -1.2% 16,012 $3.9M
California State Teachers Retirement System 0.00% Reduce -9.2% 15,238 $3.7M
Prudential Financial Inc. 0.00% Add +1.1% 13,969 $3.4M
Quantinno Capital Management LP 0.00% Add +19.9% 13,962 $3.4M
Schroder Investment Management Group 0.00% Reduce -0.2% 13,718 $3.4M
Susquehanna International Group, LLP 0.00% Add +42.0% 13,720 $3.3M
LPL Financial LLC 0.00% Add +8.3% 13,655 $3.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +4.2% 13,389 $3.3M
New York State Teachers Retirement System 0.01% Reduce -0.5% 12,939 $3.2M
Corient Private Wealth LP 0.00% Add +6.2% 12,358 $3.0M
Texas Yale Capital Corp. 0.06% Reduce -0.2% 11,795 $2.9M
Holocene Advisors, LP 0.01% New 11,493 $2.8M
Man Group plc 0.01% Reduce -59.3% 11,456 $2.8M
CANADA LIFE ASSURANCE Co 0.00% Reduce -4.3% 11,113 $2.7M
Reik & Co., LLC 0.69% No change 10,800 $2.6M
Bridgewater Associates 0.01% Add +46.7% 10,105 $2.5M
Marshall Wace, LLP 0.00% Reduce -91.5% 10,019 $2.4M
Captrust Financial Advisors 0.00% Add +27.1% 9,893 $2.4M
Exchange Traded Concepts, LLC 0.01% Add +1.7% 9,867 $2.4M
Gabelli Funds LLC 0.01% No change 9,500 $2.3M
Boothbay Fund Management, LLC 0.05% New 9,468 $2.3M
Mariner, LLC 0.00% Add +2.5% 8,878 $2.2M
Russell Investments Group, Ltd. 0.00% Add +59.5% 8,469 $2.1M
Canada Pension Plan Investment Board 0.00% No change 8,200 $2.0M
MetLife Investment Management, LLC 0.01% Add +8.1% 7,966 $1.9M
Bridge City Capital, LLC 0.43% Reduce -1.9% 7,786 $1.9M
Citigroup Inc. 0.00% Add +233.8% 7,664 $1.9M
DAVENPORT & Co LLC 0.01% Add +30.2% 7,661 $1.9M
Federated Hermes, Inc. 0.00% No change 7,628 $1.9M
New York State Common Retirement Fund 0.00% Add +7.1% 7,508 $1.8M
Intech Investment Management LLC 0.02% Reduce -23.8% 7,494 $1.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +41.9% 7,445 $1.8M
Voya Investment Management LLC 0.00% Add +4.3% 7,134 $1.7M
Algert Global LLC 0.02% No change 7,026 $1.7M
One Wealth Advisors, LLC 0.19% Reduce -11.4% 6,996 $1.7M
Cetera Investment Advisers 0.00% Reduce -2.2% 6,769 $1.6M
Hancock Whitney Corp. 0.03% Reduce -1.1% 6,722 $1.6M
Victory Capital Management Inc. 0.00% Reduce -7.3% 6,719 $1.6M
Manufacturers Life Insurance Company, The 0.00% Add +8.7% 6,655 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -0.3% 6,427 $1.6M
Illinois Municipal Retirement Fund 0.02% Reduce -11.6% 6,305 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.9% 6,286 $1.5M
Jupiter Topco LLC 0.00% — 6,164 $1.5M
Trexquant Investment LP 0.01% Add +18.5% 6,089 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.5% 6,009 $1.5M
Louisiana State Employees Retirement System 0.02% Reduce -1.7% 5,900 $1.4M
State of New Jersey Common Pension Fund D 0.00% Reduce -37.9% 5,857 $1.4M
Pathstone Holdings, LLC 0.00% Reduce -10.5% 5,786 $1.4M
State of Wisconsin Investment Board 0.00% Reduce -0.6% 5,523 $1.3M
McDonald Partners LLC 0.33% Reduce -2.6% 5,521 $1.3M
State of Tennessee, Department of Treasury 0.00% Add +70.4% 5,291 $1.3M
Vanguard Global Advisers, LLC 0.00% Reduce -7.2% 5,270 $1.3M
BNP Paribas Financial Markets 0.00% Add +25.8% 5,269 $1.3M
Brevan Howard Capital Management LP 0.02% New 5,040 $1.2M
State of Alaska, Department of Revenue 0.01% Reduce -30.7% 5,036 $1.2M
Handelsbanken Fonder AB 0.00% Add +19.2% 4,965 $1.2M
Sei Investments Co. 0.00% Reduce -0.6% 4,839 $1.2M
Cerity Partners LLC 0.00% Add +37.3% 4,837 $1.2M
Wilmington Savings Fund Society, FSB 0.03% No change 4,811 $1.2M
Rathbones Group PLC 0.00% No change 4,635 $1.1M
Malaga Cove Capital, LLC 0.34% Add +29.3% 4,338 $1.1M
Federation des caisses Desjardins du Quebec 0.00% Reduce -26.5% 4,311 $1.1M
Horizon Investments, LLC 0.01% Reduce -7.8% 4,236 $1.0M
Police & Firemen's Retirement System of New Jersey 0.01% Add +7.4% 4,044 $985K
Jefferies Financial Group Inc. 0.01% Reduce -70.6% 4,025 $981K
Silvia McColl Wealth Management, LLC 0.59% No change 4,012 $977K
FMR LLC 0.00% Reduce -74.6% 3,981 $970K
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.4% 3,642 $965K
Ieq Capital, LLC 0.00% Reduce -33.8% 3,896 $949K
Radnor Capital Management, LLC 0.13% No change 3,800 $926K
XTX Topco Ltd 0.01% Reduce -73.6% 3,733 $910K
Alps Advisors Inc. 0.00% Add +4.1% 3,718 $906K
Arizona State Retirement System 0.00% Add +0.2% 3,713 $905K
Amalgamated Bank 0.01% Reduce -6.8% 3,621 $882K
Yousif Capital Management, LLC 0.01% Reduce -0.2% 3,598 $877K
Pavion Blue Capital, LLC 0.34% No change 3,500 $853K
Osaic Holdings, Inc. 0.00% Reduce -5.7% 3,443 $840K
PineStone Asset Management Inc. 0.01% Reduce -34.4% 3,439 $838K
Numerai GP LLC 0.07% Add +56.5% 3,408 $830K
Teachers Retirement System of the State of Kentucky 0.01% No change 3,361 $819K
Vanguard Investments Australia, Ltd. 0.00% No change 3,345 $815K
Schonfeld Strategic Advisors LLC 0.00% New 3,296 $803K
Guidance Capital, Inc. 0.17% Add +2.0% 3,093 $793K
HighTower Advisors, LLC 0.00% Reduce -10.3% 3,230 $787K
Mercer Global Advisors Inc. 0.00% Add +2.9% 3,215 $783K
Benjamin Edwards Inc. 0.01% Reduce -0.8% 3,154 $769K
O'shaughnessy Asset Management, LLC 0.00% Add +5.8% 3,141 $765K
CENTRAL TRUST Co 0.01% Reduce -0.1% 3,128 $762K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 3,126 $762K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.0% 3,075 $749K
Jump Financial, LLC 0.01% New 3,044 $742K
KLP Kapitalforvaltning As 0.00% No change 3,000 $731K
Nisa Investment Advisors, LLC 0.00% Add +7.0% 2,948 $718K
Tidal Investments LLC 0.00% New 2,913 $710K
Palatine Hill Wealth Management, LLC 0.55% No change 2,800 $682K
TD Capital Management LLC 0.06% No change 2,795 $681K
Inspire Investing, LLC 0.03% Add +10.2% 2,782 $678K
PNC Financial Services Group, Inc. 0.00% Add +2.3% 2,720 $663K
State Board of Administration of Florida Retirement System 0.00% No change 2,711 $661K
Pittenger & Anderson Inc. 0.02% Reduce -8.5% 2,700 $658K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -16.7% 2,691 $656K
Headlands Technologies LLC 0.07% Add +36.3% 2,633 $642K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -41.3% 2,590 $631K
EntryPoint Capital, LLC 0.15% Add +96.6% 2,481 $604K
Sequoia Financial Advisors, LLC 0.00% Reduce -13.6% 2,449 $597K
Axq Capital, LP 0.06% New 2,414 $588K
Freestone Grove Partners LP 0.00% New 2,340 $570K
Jain Global LLC 0.01% New 2,234 $544K
L. Roy Papp & Associates, LLP 0.06% New 2,230 $543K
Amundi 0.00% Reduce -14.5% 2,188 $533K
GAMMA Investing LLC 0.02% Add +15.8% 2,184 $532K
Pictet Asset Management Holding SA 0.00% Reduce -7.9% 2,163 $527K
Cim, LLC 0.07% New 2,147 $523K
Buckhead Capital Management LLC 0.18% No change 2,136 $521K
Curbstone Financial Management Corp 0.09% Reduce -14.3% 2,106 $513K
Callan Family Office, LLC 0.01% Add +17.4% 2,089 $509K
Atria Investments, Inc 0.01% Add +24.2% 2,040 $497K
Truist Financial Corp. 0.00% Add +7.4% 2,008 $489K
Martingale Asset Management L P 0.01% No change 2,007 $489K
R Squared Ltd 0.26% Add +6.5% 2,002 $488K
Quadrant Capital Group LLC 0.01% Reduce -5.0% 1,990 $485K
Morningstar Investment Management LLC 0.03% No change 2,349 $479K
Aviva PLC 0.00% Add +2.9% 1,966 $479K
Maryland State Retirement & Pension System 0.01% No change 1,959 $477K
Baird Financial Group, Inc. 0.00% Reduce -3.0% 1,950 $475K
Franklin Resources Inc. 0.00% Add +5.1% 1,928 $470K
Occudo Quantitative Strategies LP 0.02% Add +6.7% 1,918 $467K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -74.7% 1,889 $460K
Virtus Advisers, LLC 0.18% Add +13.6% 1,853 $451K
Allred Capital Management, LLC 0.14% No change 1,753 $427K
SG Americas Securities, LLC 0.00% Reduce -30.1% 1,750 $426K
M&T Bank Corp 0.00% Add +23.6% 1,746 $426K
Oarsman Capital, Inc. 0.04% No change 1,747 $426K
Janney Montgomery Scott LLC 0.00% Add +2.1% 1,723 $420K
Checchi Capital Advisers, LLC 0.03% Add +13.2% 1,698 $414K
Ensign Peak Advisors, Inc 0.00% No change 1,616 $394K
Neuberger Berman Group LLC 0.00% Reduce -35.0% 1,613 $393K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.0% 1,601 $390K
&partners 0.00% Reduce -18.6% 1,600 $390K
Dividend Assets Capital, LLC 0.07% Reduce -51.7% 1,586 $386K
Public Employees Retirement Association of Colorado 0.00% No change 1,562 $381K
Meridian Wealth Management, LLC 0.01% Reduce -1.2% 1,561 $380K
Mutual of America Capital Management LLC 0.00% Reduce -0.1% 1,541 $375K
Schulhoff & Co. Inc. 0.15% No change 1,510 $368K
Harbour Investments, Inc. 0.00% Add +0.3% 1,505 $367K
Carderock Capital Management Inc. 0.08% Reduce -25.0% 1,500 $365K
Bridges Investment Management Inc. 0.00% No change 1,455 $354K
Summitry LLC 0.01% Add +0.9% 1,427 $348K
Bank of Montreal 0.00% Reduce -21.8% 1,410 $344K
Xponance LLC 0.00% Add +8.9% 1,404 $342K
Marble Harbor Investment Counsel, LLC 0.03% No change 1,400 $341K
Abel Hall, LLC 0.06% New 1,368 $333K
Procyon Advisors, LLC 0.01% New 1,348 $328K
Focus Partners Wealth 0.00% Add +1.4% 1,337 $326K
Wealth Alliance, LLC 0.03% Add +27.0% 1,313 $320K
Rodgers Brothers Inc. 0.03% No change 1,300 $317K
Trust Point Inc. 0.03% No change 1,300 $317K
Legato Capital Management LLC 0.03% No change 1,264 $308K
Whittier Trust Co. 0.00% Reduce -8.5% 1,240 $306K
Ameritas Investment Partners, Inc. 0.01% Add +12.6% 1,244 $303K
Cullen Investment Group, LTD. 0.04% Reduce -6.0% 1,233 $300K
Graham Capital Management, L.P. 0.01% New 1,219 $297K
Gsa Capital Partners LLP 0.02% Reduce -76.5% 1,202 $293K
Forvis Mazars Wealth Advisors, LLC 0.00% No change 1,182 $288K
Glenmede Trust Co. NA 0.00% Reduce -18.9% 1,178 $287K
NewEdge Advisors, LLC 0.00% Reduce -8.5% 1,175 $286K
Hollencrest Capital Management 0.02% No change 1,171 $285K
US Bancorp \de 0.00% Reduce -8.2% 1,153 $281K
Howard Wealth Management, LLC 0.10% No change 1,150 $280K
Rice Hall James & Associates, LLC 0.01% No change 1,150 $280K
Allworth Financial LP 0.00% Reduce -6.2% 1,146 $279K
Vident Advisory, LLC 0.00% Add +2.9% 1,121 $273K
Pinnacle Financial Partners, Inc. 0.00% No change 1,101 $268K
Stonebridge Financial Group, LLC 0.04% — 1,100 $268K
IMC-Chicago, LLC 0.00% Reduce -61.0% 1,093 $266K
HB Wealth Management, LLC 0.00% Add +4.4% 1,086 $265K
Millennium Management 0.00% Reduce -98.4% 1,080 $263K
Stokes Family Office, LLC 0.03% No change 1,072 $261K
Stratos Wealth Partners, LTD. 0.00% No change 1,066 $260K
Rockefeller Capital Management L.P. 0.00% Reduce -10.1% 1,063 $259K
Kestra Advisory Services, LLC 0.00% Reduce -3.9% 1,031 $251K
Evergreen Capital Management LLC 0.00% Reduce -25.0% 1,019 $248K
Swiss Life Asset Management Ltd 0.00% New 1,010 $246K
Nwam LLC 0.01% Add +0.3% 1,005 $245K
Regions Financial Corp. 0.00% No change 1,000 $244K
Cozad Asset Management Inc. 0.02% Reduce -9.1% 995 $242K
Sweeney & Michel, LLC 0.06% No change 1,025 $241K
Baldwin Investment Management, LLC 0.02% New 985 $240K
Nykredit A/S 0.00% — 973 $237K
Coldstream Capital Management Inc. 0.00% Reduce -7.4% 971 $237K
Praxis Investment Management Inc. 0.01% New 954 $232K
Fourpath Capital Management, LLC 0.03% New 920 $224K
MML Investors Services, LLC 0.00% New 909 $221K
New Hampshire Trust 0.04% New 900 $219K
Corient IA LP 0.20% No change 890 $217K
Merit Financial Group, LLC 0.00% New 886 $216K
EP Wealth Advisors, LLC 0.00% New 882 $215K
Sanctuary Advisors, LLC 0.00% New 853 $208K
Smartleaf Asset Management LLC 0.01% No change 843 $207K
Meeder Advisory Services, Inc. 0.01% Reduce -18.7% 837 $204K
D.A. Davidson & Co. 0.00% New 833 $203K
CIBC Bancorp USA Inc. 0.00% New 833 $203K
Vise Technologies, Inc. 0.00% New 829 $202K
Prospera Financial Services Inc 0.00% New 828 $202K
Pacer Advisors, Inc. 0.00% New 816 $199K
Arax Advisory Partners 0.00% Add +1004.2% 784 $191K
Hantz Financial Services, Inc. 0.00% Add +30.9% 687 $167K
Evelyn Partners Group Ltd 0.00% — 570 $139K
National Bank of Canada 0.00% No change 575 $129K
Clearstead Trust, LLC 0.02% No change 492 $120K
Huntington National Bank 0.00% Add +24.7% 489 $119K
Global Retirement Partners, LLC 0.00% — 486 $118K
Versant Capital Management, Inc 0.01% Add +13.7% 474 $115K
SouthState Bank Corp 0.00% New 471 $115K
Tower Research Capital LLC (TRC) 0.00% Reduce -53.8% 435 $106K
Brown, Lisle/Cummings, Inc. 0.02% New 400 $97K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +28.2% 377 $92K
Rosenberg Matthew Hamilton 0.02% No change 369 $90K
State of Wyoming 0.01% Reduce -41.1% 360 $88K
Anchor Investment Management, LLC 0.01% No change 350 $85K
NBT Bank, N.A. 0.01% No change 350 $85K
Parallel Advisors, LLC 0.00% Add +75.0% 350 $85K
Advisors Asset Management, Inc. 0.00% Reduce -3.4% 346 $84K
Bangor Savings Bank 0.01% No change 338 $82K
New Age Alpha Advisors, LLC 0.00% Reduce -96.5% 329 $80K
Larson Financial Group LLC 0.00% Reduce -1.8% 323 $79K
HM Payson & Co. 0.00% Add +101.4% 286 $70K
Simplex Trading, LLC 0.00% Add +5560.0% 283 $69K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -11.2% 262 $64K
Covestor Ltd 0.04% Reduce -8.6% 256 $63K
Signaturefd, LLC 0.00% Add +38.2% 246 $60K
Institute for Wealth Management, LLC. 0.00% New 206 $50K
Marshall & Sterling Wealth Advisors Inc. 0.03% No change 204 $50K
Center for Financial Planning, Inc. 0.00% No change 200 $49K
Harbor Investment Advisory, LLC 0.00% No change 200 $49K
Clearstead Advisors, LLC 0.00% New 190 $46K
Ares Financial Consulting, LLC 0.03% No change 170 $41K
Trust Co 0.00% No change 168 $41K
EverSource Wealth Advisors, LLC 0.00% Reduce -38.8% 134 $33K
Public Employees Retirement System of Ohio 0.00% Add +13.7% 116 $28K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -1.7% 114 $28K
Optiver Holding B.V. 0.00% New 114 $28K
Blue Trust, Inc. 0.00% No change 110 $27K
Ameriflex Group, Inc. 0.01% Add +0.9% 106 $26K
Whittier Trust Co. of Nevada Inc. 0.00% No change 98 $24K
Fourth Dimension Wealth, LLC 0.01% No change 100 $24K
Kemnay Advisory Services Inc. 0.00% Reduce -12.6% 97 $24K
Essential Partners LLC 0.01% Add +5.8% 91 $22K
Arlington Trust Co LLC 0.00% No change 90 $22K
Rothschild Investment LLC 0.00% Add +25.4% 84 $20K
UMB Bank, n.a. 0.00% Add +6.3% 84 $20K
Salomon & Ludwin, LLC 0.00% Reduce -14.0% 80 $19K
Harbor Capital Advisors, Inc. 0.00% Add +61.7% 76 $19K
Ancora Advisors LLC 0.00% No change 72 $18K
Los Angeles Capital Management LLC 0.00% No change 72 $18K
Farther Finance Advisors, LLC 0.00% Add +4.4% 71 $17K
Physician Wealth Advisors, Inc. 0.00% Reduce -11.4% 62 $15K
Bartlett & Co. Wealth Management LLC 0.00% No change 57 $14K
Private Wealth Asset Management, LLC 0.00% No change 53 $13K
Sterling Capital Management LLC 0.00% Reduce -45.5% 48 $12K
Golden State Wealth Management, LLC 0.00% No change 47 $12K
Smithfield Trust Co 0.00% No change 43 $10K
Bare Financial Services, Inc 0.00% Add +85.7% 39 $10K
Caitong International Asset Management Co., Ltd 0.00% Reduce -92.5% 36 $9K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -50.0% 36 $9K
Parkside Financial Bank & Trust 0.00% No change 34 $8K
SRH Advisors, LLC 0.00% No change 34 $8K
Basecamp Wealth Advisors LLC 0.00% Reduce -60.2% 33 $8K
Keating Financial Advisory Services, Inc. 0.00% Add +22.2% 33 $8K
Boreal Capital Management LLC 0.01% No change 30 $7K
Brown Brothers Harriman & Co. 0.00% No change 30 $7K
Entrust Financial LLC 0.00% No change 27 $7K
Oakworth Capital, Inc. 0.00% No change 27 $7K
Mather Group, Llc. 0.00% No change 26 $6K
IFP Advisors, Inc 0.00% Add +8.7% 25 $6K
Key Financial Inc 0.00% No change 22 $5K
Altshuler Shaham Ltd 0.00% Add +16.7% 21 $5K
JPL Wealth Management, LLC 0.00% Add +216.7% 19 $5K
Assetmark, Inc. 0.00% No change 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 $4K
CVA Family Office, LLC 0.00% Reduce -72.2% 15 $4K
TD Private Client Wealth LLC 0.00% Add +180.0% 14 $3K
Holos Integrated Wealth LLC 0.00% No change 12 $3K
MPWM Advisory Solutions, LLC 0.00% No change 11 $3K
Quarry LP 0.00% New 11 $3K
Fiduciary Financial Advisors 0.00% New 10 $2K
JFS Wealth Advisors, LLC 0.00% Add +66.7% 10 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 10 $2K
Bell Investment Advisors, Inc 0.00% No change 9 $2K
SJS Investment Consulting Inc. 0.00% Reduce -10.0% 9 $2K
Avion Wealth 0.00% Reduce -15.4% 11 $2K
Hughes Financial Services, LLC 0.00% Add +300.0% 8 $2K
Wealth Enhancement Trust Services, Inc. 0.00% New 8 $2K
Farmers & Merchants Investments Inc. 0.00% No change 8 $2K
SBI Securities Co., Ltd. 0.00% No change 6 $1K
Godfrey Financial Associates, Inc. 0.00% No change 5 $1K
Fortitude Family Office, LLC 0.00% Reduce -16.7% 5 $1K
Financial Network Wealth Advisors LLC 0.00% New 4 $1K
Prestige Wealth Management Group LLC 0.00% No change 4 $975
Marquette Asset Management, LLC 0.00% No change 4 $975
Creative Capital Management Investments LLC 0.00% New 3 $731
Plante Moran Financial Advisors, LLC 0.00% New 3 $731
Fulcrum Asset Management LLP 0.00% New 2 $491
Private Wealth Management Group, LLC 0.00% No change 2 $488
Ankerstar Wealth, LLC 0.00% No change 2 $487
Transamerica Financial Advisors, LLC 0.00% No change 2 $487
Gilpin Wealth Management, LLC 0.00% Reduce -50.0% 1 $244
Bay Harbor Wealth Management, LLC 0.00% No change 1 $244
Davis Capital Management 0.00% New 1 $244
True Wealth Design, LLC 0.00% New 1 $244
HFM Investment Advisors, LLC 0.00% Reduce -50.0% 1 $244
Webster Bank, N. A. 0.00% New 1 $244
Manchester Capital Management LLC 0.00% Reduce -50.0% 1 $244
Abound Wealth Management 0.00% No change 1 $244
Buck Wealth Strategies, LLC 0.00% New 1 $244
LRI Investments, LLC 0.00% New 1 $244
Rialto Wealth Management, LLC 0.00% No change 1 $244
DecisionPoint Financial, LLC 0.00% New 1 $242
Evolution Advisers, Inc. 0.00% New 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.