Capstone Investment Advisors
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Capstone Investment Advisors’s WD-40 WDFC Stock Holding History

Capstone Investment 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
Q1 		– Sell
-2,084
Closed -$410K – 1872
2025
Q4 		$410K Sell
2,084
-7,787
-79% -$1.53M ﹤0.01% 1215
2025
Q3 		$1.95M Buy
9,871
+4,795
+94% +$1.04M ﹤0.01% 772
2025
Q2 		$1.16M Buy
+5,076
New +$1.19M ﹤0.01% 808
2024
Q1 		– Sell
-2,682
Closed -$641K – 2572
2023
Q4 		$641K Buy
2,682
+1,239
+86% +$277K ﹤0.01% 1220
2023
Q3 		$293K Buy
+1,443
New +$309K ﹤0.01% 1616
2016
Q4 		– Sell
-5,320
Closed -$598K – 1128
2016
Q3 		$598K Buy
+5,320
New +$622K 0.01% 485

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

Capstone Investment Advisors's WDFC Position: Q1 2026 in Review

Capstone Investment Advisors sold out of WD-40 (WDFC) in Q1 2026, closing a stake of 2,084 shares — an estimated $410K sold.

Capstone Investment Advisors first reported a position in WDFC in Q3 2016 and held it in 6 quarters. The position peaked at $1.95M in Q3 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Capstone Investment Advisors reported no remaining WD-40 position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,084 WD-40 shares in Q1 2026, an estimated $410K.
  • Capstone Investment Advisors first reported a position in WD-40 in Q3 2016 and held it in 6 quarters.
  • Capstone Investment Advisors's WD-40 position peaked at $1.95M in Q3 2025.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.