AG
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Algert Global’s WD-40 WDFC Stock Holding History

Algert Global’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 		$1.71M Hold
7,026
– – 0.02% 881
2026
Q1 		$1.43M Sell
7,026
-63,316
-90% -$14.1M 0.02% 783
2025
Q4 		$13.9M Buy
70,342
+7,819
+13% +$1.54M 0.22% 115
2025
Q3 		$12.4M Buy
62,523
+50,564
+423% +$11M 0.21% 136
2025
Q2 		$2.73M Buy
11,959
+840
+8% +$198K 0.06% 535
2025
Q1 		$2.71M Buy
11,119
+1,450
+15% +$343K 0.07% 500
2024
Q4 		$2.35M Buy
9,669
+1,329
+16% +$354K 0.06% 547
2024
Q3 		$2.15M Buy
8,340
+3,520
+73% +$883K 0.06% 527
2024
Q2 		$1.06M Buy
4,820
+3,056
+173% +$707K 0.04% 670
2024
Q1 		$447K Sell
1,764
-6,810
-79% -$1.76M 0.02% 794
2023
Q4 		$2.05M Sell
8,574
-11,763
-58% -$2.63M 0.08% 409
2023
Q3 		$4.13M Sell
20,337
-896
-4% -$192K 0.19% 160
2023
Q2 		$4.01M Buy
21,233
+15,129
+248% +$2.86M 0.17% 167
2023
Q1 		$1.09M Sell
6,104
-4,637
-43% -$800K 0.05% 608
2022
Q4 		$1.73M Sell
10,741
-155
-1% -$25.9K 0.1% 343
2022
Q3 		$1.92M Sell
10,896
-2,678
-20% -$500K 0.12% 283
2022
Q2 		$2.73M Buy
13,574
+864
+7% +$161K 0.21% 101
2022
Q1 		$2.33M Buy
+12,710
New +$2.72M 0.15% 192
2021
Q4 		– Sell
-1,616
Closed -$374K – 1131
2021
Q3 		$374K Buy
+1,616
New +$388K 0.05% 666

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Algert Global's WDFC Position: Q2 2026 in Review

Algert Global held its WD-40 (WDFC) position steady in Q2 2026 at 7,026 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #881.

Algert Global first reported a position in WDFC in Q3 2021 and has held it in 19 quarters since. The position peaked at $13.9M in Q4 2025. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Algert Global held 7,026 shares of WD-40 worth $1.71M as of Q2 2026.
  • Algert Global left its WD-40 share count unchanged in Q2 2026.
  • WD-40 made up 0.02% of Algert Global's portfolio in Q2 2026, its #881 holding.
  • Algert Global first reported a position in WD-40 in Q3 2021 and has held it in 19 quarters since.
  • Algert Global's WD-40 position peaked at $13.9M in Q4 2025.
  • 387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.