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Basecamp Wealth Advisors’s WD-40 WDFC Stock Holding History

Basecamp Wealth 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
2026
Q2 		$8.04K Sell
33
-50
-60% -$10.7K ﹤0.01% 1056
2026
Q1 		$16.9K Buy
83
+50
+152% +$11.2K ﹤0.01% 877
2025
Q4 		$6.5K Buy
+33
New +$6.5K ﹤0.01% 1098

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

Basecamp Wealth Advisors's WDFC Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its WD-40 (WDFC) stake by 60% in Q2 2026, selling an estimated $10.7K and leaving 33 shares worth $8.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Basecamp Wealth Advisors first reported a position in WDFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.9K in Q1 2026. 385 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Basecamp Wealth Advisors held 33 shares of WD-40 worth $8.04K as of Q2 2026.
  • Basecamp Wealth Advisors sold 50 WD-40 shares in Q2 2026, an estimated $10.7K.
  • WD-40 made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1056 holding.
  • Basecamp Wealth Advisors first reported a position in WD-40 in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's WD-40 position peaked at $16.9K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.