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Atria Investments’s WD-40 WDFC Stock Holding History

Atria Investments’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 		$335K Sell
1,642
-5
-0.3% -$1.12K ﹤0.01% 1682
2025
Q4 		$324K Buy
1,647
+41
+3% +$8.08K ﹤0.01% 1700
2025
Q3 		$317K Sell
1,606
-206
-11% -$44.6K ﹤0.01% 1688
2025
Q2 		$413K Sell
1,812
-37
-2% -$8.71K ﹤0.01% 1522
2025
Q1 		$451K Sell
1,849
-145
-7% -$34.3K 0.01% 1407
2024
Q4 		$484K Sell
1,994
-174
-8% -$46.3K 0.01% 1346
2024
Q3 		$559K Sell
2,168
-64
-3% -$16.1K 0.01% 1262
2024
Q2 		$490K Buy
+2,232
New +$516K 0.01% 1311
2020
Q1 		– Sell
-1,293
Closed -$251K – 1200
2019
Q4 		$251K Buy
+1,293
New +$244K 0.01% 1047

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

Atria Investments's WDFC Position: Q1 2026 in Review

Atria Investments reduced its WD-40 (WDFC) stake by 0.3% in Q1 2026, selling an estimated $1.12K and leaving 1,642 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Atria Investments first reported a position in WDFC in Q4 2019 and has held it in 9 quarters since. The position peaked at $559K in Q3 2024. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Atria Investments held 1,642 shares of WD-40 worth $335K as of Q1 2026.
  • Atria Investments sold 5 WD-40 shares in Q1 2026, an estimated $1.12K.
  • WD-40 made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1682 holding.
  • Atria Investments first reported a position in WD-40 in Q4 2019 and has held it in 9 quarters since.
  • Atria Investments's WD-40 position peaked at $559K in Q3 2024.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.