Rothwell Investment Advisors, LLC’s WD-40 WDFC Stock Holding History

Rothwell Investment Advisors, 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	$6.8K	Buy	+34	New	+$7.55K	﹤0.01%	846

Other funds holding WDFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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 26.92% 1-Year Est. Return

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

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WDFC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in WD-40 (WDFC) in Q3 2026: 34 shares worth $6.8K. The stake represents ﹤0.01% of the portfolio and ranks #846 among its holdings.

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

Rothwell Investment Advisors, LLC held 34 shares of WD-40 worth $6.8K as of Q3 2026.
WD-40 was a new Rothwell Investment Advisors, LLC position in Q3 2026.
WD-40 made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #846 holding.
147 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.