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 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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Center for Financial Planning's WDFC Position: Q2 2026 in Review

Center for Financial Planning held its WD-40 (WDFC) position steady in Q2 2026 at 200 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Center for Financial Planning first reported a position in WDFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $92K in Q1 2021. 85 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

Center for Financial Planning held 200 shares of WD-40 worth $48.7K as of Q2 2026.
Center for Financial Planning left its WD-40 share count unchanged in Q2 2026.
WD-40 made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #322 holding.
Center for Financial Planning first reported a position in WD-40 in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's WD-40 position peaked at $92K in Q1 2021.
85 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.