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
Q1 		$1.43M Sell
7,026
-63,316
-90% -$14.1M 0.02% 783
2025
Q4 		$13.8M 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% 342
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Algert Global's WDFC Position: Q1 2026 in Review

Algert Global reduced its WD-40 (WDFC) stake by 90% in Q1 2026, selling an estimated $14.1M and leaving 7,026 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #783.

Algert Global first reported a position in WDFC in Q3 2021 and has held it in 18 quarters since. The position peaked at $13.8M in Q4 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Algert Global held 7,026 shares of WD-40 worth $1.43M as of Q1 2026.
  • Algert Global sold 63,316 WD-40 shares in Q1 2026, an estimated $14.1M.
  • WD-40 made up 0.02% of Algert Global's portfolio in Q1 2026, its #783 holding.
  • Algert Global first reported a position in WD-40 in Q3 2021 and has held it in 18 quarters since.
  • Algert Global's WD-40 position peaked at $13.8M in Q4 2025.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.