AAS
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Avantax Advisory Services’s WD-40 WDFC Stock Holding History

Avantax Advisory Services’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
Q2 		$991K Buy
4,347
+47
+1% +$11.1K 0.01% 1181
2025
Q1 		$1.05M Buy
4,300
+266
+7% +$62.9K 0.01% 1058
2024
Q4 		$979K Sell
4,034
-68
-2% -$18.1K 0.01% 1049
2024
Q3 		$1.06M Sell
4,102
-819
-17% -$205K 0.01% 990
2024
Q2 		$1.08M Buy
4,921
+2,166
+79% +$501K 0.01% 939
2024
Q1 		$698K Buy
2,755
+535
+24% +$138K 0.01% 896
2023
Q4 		$531K Buy
2,220
+334
+18% +$74.6K 0.01% 958
2023
Q3 		$383K Buy
1,886
+553
+41% +$118K ﹤0.01% 1060
2023
Q2 		$251K Buy
+1,333
New +$252K ﹤0.01% 1280
2021
Q2 		– Sell
-1,330
Closed -$407K – 1163
2021
Q1 		$407K Buy
1,330
+275
+26% +$83.4K 0.01% 684
2020
Q4 		$280K Sell
1,055
-1,329
-56% -$322K 0.01% 755
2020
Q3 		$454K Buy
2,384
+114
+5% +$22.4K 0.01% 836
2020
Q2 		$451K Hold
2,270
– – 0.01% 506
2020
Q1 		$454K Buy
2,270
+678
+43% +$128K 0.01% 459
2019
Q4 		$310K Buy
+1,592
New +$300K 0.01% 615

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avantax Advisory Services's WDFC Position: Q2 2025 in Review

Avantax Advisory Services increased its WD-40 (WDFC) stake by 1.1% in Q2 2025, buying an estimated $11.1K and bringing the position to 4,347 shares worth $991K. The position accounts for 0.01% of the portfolio, ranked #1181.

Avantax Advisory Services first reported a position in WDFC in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.08M in Q2 2024. 379 funds tracked by Wall St. Rank hold WDFC as of Q2 2025.

  • Avantax Advisory Services held 4,347 shares of WD-40 worth $991K as of Q2 2025.
  • Avantax Advisory Services bought 47 WD-40 shares in Q2 2025, an estimated $11.1K.
  • WD-40 made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1181 holding.
  • Avantax Advisory Services first reported a position in WD-40 in Q4 2019 and has held it in 15 quarters since.
  • Avantax Advisory Services's WD-40 position peaked at $1.08M in Q2 2024.
  • 379 funds tracked by Wall St. Rank held WD-40 as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.