Center for Financial Planning’s WD-40 WDFC Stock Holding History

Center for Financial Planning’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 Q3	$40.4K	Hold	200	–	–	﹤0.01%	392
2026 Q2	$48.7K	Hold	200	–	–	﹤0.01%	322
2026 Q1	$40.8K	Hold	200	–	–	﹤0.01%	332
2025 Q4	$39.4K	Hold	200	–	–	﹤0.01%	325
2025 Q3	$39.5K	Hold	200	–	–	﹤0.01%	333
2025 Q2	$45.6K	Hold	200	–	–	0.01%	303
2025 Q1	$48.8K	Hold	200	–	–	0.01%	278
2024 Q4	$48.5K	Hold	200	–	–	0.01%	269
2024 Q3	$51.6K	Hold	200	–	–	0.01%	247
2024 Q2	$43.9K	Hold	200	–	–	0.01%	251
2024 Q1	$50.7K	Hold	200	–	–	0.01%	236
2023 Q4	$47.8K	Hold	200	–	–	0.01%	223
2023 Q3	$40.6K	Sell	200 -100	-33%	-$21.4K	0.01%	231
2023 Q2	$56.6K	Hold	300	–	–	0.01%	209
2023 Q1	$53.4K	Hold	300	–	–	0.01%	210
2022 Q4	$48.4K	Hold	300	–	–	0.01%	223
2022 Q3	$53K	Hold	300	–	–	0.01%	207
2022 Q2	$60K	Hold	300	–	–	0.02%	205
2022 Q1	$55K	Hold	300	–	–	0.01%	223
2021 Q4	$73K	Hold	300	–	–	0.01%	199
2021 Q3	$69K	Hold	300	–	–	0.02%	189
2021 Q2	$77K	Hold	300	–	–	0.02%	181
2021 Q1	$92K	Hold	300	–	–	0.02%	167
2020 Q4	$80K	Hold	300	–	–	0.02%	164
2020 Q3	$57K	Buy	300 +100	+50%	+$19.6K	0.02%	176
2020 Q2	$40K	Hold	200	–	–	0.01%	206
2020 Q1	$40K	Hold	200	–	–	0.01%	190
2019 Q4	$39K	Buy	+200	New	+$37.7K	0.01%	210

Other funds holding WDFC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Center for Financial Planning's WDFC Position: Q3 2026 in Review

Center for Financial Planning held its WD-40 (WDFC) position steady in Q3 2026 at 200 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Center for Financial Planning first reported a position in WDFC in Q4 2019 and has held it in 28 quarters since. The position peaked at $92K in Q1 2021. 290 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

Center for Financial Planning held 200 shares of WD-40 worth $40.4K as of Q3 2026.
Center for Financial Planning left its WD-40 share count unchanged in Q3 2026.
WD-40 made up ﹤0.01% of Center for Financial Planning's portfolio in Q3 2026, its #392 holding.
Center for Financial Planning first reported a position in WD-40 in Q4 2019 and has held it in 28 quarters since.
Center for Financial Planning's WD-40 position peaked at $92K in Q1 2021.
290 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Center for Financial Planning's 13F filing for Q3 2026, filed 26 Oct 2026.