Cetera Investment Advisers
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Cetera Investment Advisers’s WD-40 WDFC Stock Holding History

Cetera Investment Advisers’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 		$1.65M Sell
6,769
-152
-2% -$32.5K ﹤0.01% 2560
2026
Q1 		$1.41M Sell
6,921
-893
-11% -$199K ﹤0.01% 2602
2025
Q4 		$1.54M Sell
7,814
-727
-9% -$143K ﹤0.01% 2442
2025
Q3 		$1.69M Buy
8,541
+4,488
+111% +$972K ﹤0.01% 2329
2025
Q2 		$924K Sell
4,053
-4
-0.1% -$941 ﹤0.01% 2441
2025
Q1 		$990K Sell
4,057
-116
-3% -$27.4K ﹤0.01% 2267
2024
Q4 		$1.01M Sell
4,173
-106
-2% -$28.2K ﹤0.01% 2148
2024
Q3 		$1.1M Sell
4,279
-299
-7% -$75K ﹤0.01% 2053
2024
Q2 		$1.01M Buy
4,578
+2,056
+82% +$475K ﹤0.01% 2077
2024
Q1 		$639K Buy
+2,522
New +$653K ﹤0.01% 2423

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 $3.38T AUM 44.17% 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

Cetera Investment Advisers's WDFC Position: Q2 2026 in Review

Cetera Investment Advisers reduced its WD-40 (WDFC) stake by 2.2% in Q2 2026, selling an estimated $32.5K and leaving 6,769 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

Cetera Investment Advisers first reported a position in WDFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.69M in Q3 2025. 388 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Cetera Investment Advisers held 6,769 shares of WD-40 worth $1.65M as of Q2 2026.
  • Cetera Investment Advisers sold 152 WD-40 shares in Q2 2026, an estimated $32.5K.
  • WD-40 made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2560 holding.
  • Cetera Investment Advisers first reported a position in WD-40 in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's WD-40 position peaked at $1.69M in Q3 2025.
  • 388 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.