Superior Planning, LLC’s WD-40 WDFC Stock Holding History

Superior Planning, LLC’s Portfolio WDFC Stock Details WDFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22.2K	Buy	+110	New	+$24.4K	0.01%	655

Other funds holding WDFC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's WDFC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in WD-40 (WDFC) in Q3 2026: 110 shares worth $22.2K. The stake represents 0.01% of the portfolio and ranks #655 among its holdings.

235 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

Superior Planning, LLC held 110 shares of WD-40 worth $22.2K as of Q3 2026.
WD-40 was a new Superior Planning, LLC position in Q3 2026.
WD-40 made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #655 holding.
235 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.