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Bleakley Financial Group’s WD-40 WDFC Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-3,946
Closed -$958K – 1021
2024
Q4 		$958K Sell
3,946
-133
-3% -$35.4K 0.03% 427
2024
Q3 		$1.05M Buy
4,079
+115
+3% +$28.8K 0.03% 398
2024
Q2 		$871K Sell
3,964
-185
-4% -$42.8K 0.03% 452
2024
Q1 		$1.05M Buy
4,149
+375
+10% +$97K 0.03% 413
2023
Q4 		$902K Sell
3,774
-7
-0.2% -$1.56K 0.03% 422
2023
Q3 		$768K Buy
3,781
+260
+7% +$55.6K 0.03% 440
2023
Q2 		$664K Buy
3,521
+920
+35% +$174K 0.02% 514
2023
Q1 		$463K Buy
2,601
+80
+3% +$13.8K 0.02% 589
2022
Q4 		$406K Buy
+2,521
New +$421K 0.01% 602

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bleakley Financial Group's WDFC Position: Q1 2025 in Review

Bleakley Financial Group sold out of WD-40 (WDFC) in Q1 2025, closing a stake of 3,946 shares — an estimated $958K sold.

Bleakley Financial Group first reported a position in WDFC in Q4 2022 and held it in 9 quarters. The position peaked at $1.05M in Q3 2024. 378 funds tracked by Wall St. Rank hold WDFC as of Q1 2025.

  • Bleakley Financial Group reported no remaining WD-40 position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 3,946 WD-40 shares in Q1 2025, an estimated $958K.
  • Bleakley Financial Group first reported a position in WD-40 in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's WD-40 position peaked at $1.05M in Q3 2024.
  • 378 funds tracked by Wall St. Rank held WD-40 as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.