Cerity Partners
WDFC icon

Cerity Partners’s WD-40 WDFC Stock Holding History

Cerity Partners’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 		$1.18M Buy
4,837
+1,313
+37% +$281K ﹤0.01% 1902
2026
Q1 		$719K Buy
3,524
+1,002
+40% +$224K ﹤0.01% 2059
2025
Q4 		$497K Sell
2,522
-362
-13% -$71.4K ﹤0.01% 2116
2025
Q3 		$570K Buy
2,884
+1,804
+167% +$391K ﹤0.01% 1894
2025
Q2 		$246K Buy
1,080
+170
+19% +$40K ﹤0.01% 2250
2025
Q1 		$222K Sell
910
-528
-37% -$125K ﹤0.01% 2165
2024
Q4 		$366K Sell
1,438
-905
-39% -$241K ﹤0.01% 1933
2024
Q3 		$604K Buy
2,343
+643
+38% +$161K ﹤0.01% 1668
2024
Q2 		$373K Sell
1,700
-1,397
-45% -$323K ﹤0.01% 1695
2024
Q1 		$785K Buy
3,097
+1,487
+92% +$385K ﹤0.01% 1389
2023
Q4 		$385K Buy
+1,610
New +$359K ﹤0.01% 1392
2023
Q3 		– Sell
-1,530
Closed -$289K – 1725
2023
Q2 		$289K Buy
1,530
+19
+1% +$3.59K ﹤0.01% 1408
2023
Q1 		$917K Buy
1,511
+95
+7% +$16.4K ﹤0.01% 1017
2022
Q4 		$228K Buy
+1,416
New +$236K ﹤0.01% 1268
2022
Q1 		– Sell
-1,375
Closed -$334K – 1122
2021
Q4 		$334K Buy
+1,375
New +$320K 0.01% 734

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cerity Partners's WDFC Position: Q2 2026 in Review

Cerity Partners increased its WD-40 (WDFC) stake by 37% in Q2 2026, buying an estimated $281K and bringing the position to 4,837 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Cerity Partners first reported a position in WDFC in Q4 2021 and has held it in 15 quarters since. 361 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Cerity Partners held 4,837 shares of WD-40 worth $1.18M as of Q2 2026.
  • Cerity Partners bought 1,313 WD-40 shares in Q2 2026, an estimated $281K.
  • WD-40 made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1902 holding.
  • Cerity Partners first reported a position in WD-40 in Q4 2021 and has held it in 15 quarters since.
  • 361 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.