Action Point Financial Planning’s WD-40 WDFC Stock Holding History

Action Point Financial Planning’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 Q2	$2.44K	Buy	+10	New	+$2.14K	﹤0.01%	2164

Other funds holding WDFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Action Point Financial Planning's WDFC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in WD-40 (WDFC) in Q2 2026: 10 shares worth $2.44K. The stake represents ﹤0.01% of the portfolio and ranks #2164 among its holdings.

383 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

Action Point Financial Planning held 10 shares of WD-40 worth $2.44K as of Q2 2026.
WD-40 was a new Action Point Financial Planning position in Q2 2026.
WD-40 made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2164 holding.
383 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.