CIBC Private Wealth Group’s WD-40 WDFC Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$29.5K	Sell	150 -58	-28%	-$11.4K	﹤0.01%	2012
2025 Q3	$41.1K	Sell	208 -134	-39%	-$29K	﹤0.01%	1877
2025 Q2	$78K	Buy	342 +76	+29%	+$17.9K	﹤0.01%	1496
2025 Q1	$58.1K	Sell	266 -453	-63%	-$107K	﹤0.01%	1583
2024 Q4	$172K	Sell	719 -200	-22%	-$53.3K	﹤0.01%	1215
2024 Q3	$237K	Sell	919 -38	-4%	-$9.53K	﹤0.01%	1104
2024 Q2	$211K	Sell	957 -34	-3%	-$7.86K	﹤0.01%	1076
2024 Q1	$247K	Buy	991 +39	+4%	+$10.1K	﹤0.01%	1036
2023 Q4	$228K	Buy	+952	New	+$213K	﹤0.01%	1024
2018 Q3	–	Sell	-300	Closed	-$44K	–	1734
2018 Q2	$44K	Hold	300	–	–	﹤0.01%	1201
2018 Q1	$40K	Hold	300	–	–	﹤0.01%	1214
2017 Q4	$35K	Buy	+300	New	+$34.4K	﹤0.01%	1269

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

CCA

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CIBC Private Wealth Group's WDFC Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its WD-40 (WDFC) stake by 28% in Q4 2025, selling an estimated $11.4K and leaving 150 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

CIBC Private Wealth Group first reported a position in WDFC in Q4 2017 and has held it in 12 quarters since. The position peaked at $247K in Q1 2024. 382 funds tracked by Wall St. Rank hold WDFC as of Q4 2025.

CIBC Private Wealth Group held 150 shares of WD-40 worth $29.5K as of Q4 2025.
CIBC Private Wealth Group sold 58 WD-40 shares in Q4 2025, an estimated $11.4K.
WD-40 made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2012 holding.
CIBC Private Wealth Group first reported a position in WD-40 in Q4 2017 and has held it in 12 quarters since.
CIBC Private Wealth Group's WD-40 position peaked at $247K in Q1 2024.
382 funds tracked by Wall St. Rank held WD-40 as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.