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Annis Gardner Whiting Capital Advisors’s WD-40 WDFC Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2025
Q3 		– Sell
-49
Closed -$11.2K – 1429
2025
Q2 		$11.2K Buy
+49
New +$11.5K ﹤0.01% 692

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's WDFC Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of WD-40 (WDFC) in Q3 2025, closing a stake of 49 shares — an estimated $11.2K sold.

Annis Gardner Whiting Capital Advisors first reported a position in WDFC in Q2 2025 and held it in 1 quarter. The position peaked at $11.2K in Q2 2025. 374 funds tracked by Wall St. Rank hold WDFC as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining WD-40 position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 49 WD-40 shares in Q3 2025, an estimated $11.2K.
  • Annis Gardner Whiting Capital Advisors first reported a position in WD-40 in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's WD-40 position peaked at $11.2K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held WD-40 as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.