Capital Fund Management (CFM)

Capital Fund Management (CFM)’s WD-40 WDFC Stock Holding History

Capital Fund Management (CFM)’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	$4.24M	Sell	20,812 -10,703	-34%	-$2.39M	0.04%	974
2025 Q4	$6.21M	Buy	31,515 +18,935	+151%	+$3.73M	0.06%	1066
2025 Q3	$2.49M	Buy	+12,580	New	+$2.73M	0.02%	1669
2019 Q1	–	Sell	-1,200	Closed	-$220K	–	2276
2018 Q4	$220K	Buy	+1,200	New	+$203K	0.01%	1725
2017 Q1	–	Sell	-3,000	Closed	-$351K	–	1951
2016 Q4	$351K	Sell	3,000 -9,800	-77%	-$1.08M	0.01%	1384
2016 Q3	$1.44M	Buy	12,800 +9,600	+300%	+$1.12M	0.03%	856
2016 Q2	$376K	Hold	3,200	–	–	0.01%	1255
2016 Q1	$346K	Sell	3,200 -800	-20%	-$82.7K	0.01%	1271
2015 Q4	$395K	Sell	4,000 -10,564	-73%	-$1.03M	0.01%	1200
2015 Q3	$1.3M	Buy	14,564 +8,181	+128%	+$713K	0.03%	745
2015 Q2	$556K	Buy	+6,383	New	+$541K	0.01%	1049
2014 Q4	–	Sell	-6,338	Closed	-$431K	–	1953
2014 Q3	$431K	Buy	+6,338	New	+$440K	0.01%	1201
2013 Q3	–	Sell	-5,359	Closed	-$292K	–	2062
2013 Q2	$292K	Buy	+5,359	New	+$294K	0.01%	1153

Other funds holding WDFC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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