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 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 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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cetera Investment Advisers's WDFC Position: Q1 2026 in Review

Cetera Investment Advisers reduced its WD-40 (WDFC) stake by 11% in Q1 2026, selling an estimated $199K and leaving 6,921 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

Cetera Investment Advisers first reported a position in WDFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.69M in Q3 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

Cetera Investment Advisers held 6,921 shares of WD-40 worth $1.41M as of Q1 2026.
Cetera Investment Advisers sold 893 WD-40 shares in Q1 2026, an estimated $199K.
WD-40 made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2602 holding.
Cetera Investment Advisers first reported a position in WD-40 in Q1 2024 and has held it in 9 quarters since.
Cetera Investment Advisers's WD-40 position peaked at $1.69M in Q3 2025.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.