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Clearstead Advisors’s WD-40 WDFC Stock Holding History

Clearstead Advisors’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 		$46.3K Buy
+190
New +$40.7K ﹤0.01% 1523
2026
Q1 		– Sell
-1
Closed -$197 – 2849
2025
Q4 		$197 Sell
1
-27
-96% -$5.32K ﹤0.01% 2424
2025
Q3 		$5.53K Sell
28
-32
-53% -$6.93K ﹤0.01% 2117
2025
Q2 		$13.7K Hold
60
– – ﹤0.01% 1775
2025
Q1 		$14.6K Hold
60
– – ﹤0.01% 1504
2024
Q4 		$14.6K Hold
60
– – ﹤0.01% 1479
2024
Q3 		$15.5K Hold
60
– – ﹤0.01% 1492
2024
Q2 		$13.2K Buy
+60
New +$13.9K ﹤0.01% 1484
2023
Q4 		– Sell
-5
Closed -$1.02K – 1613
2023
Q3 		$1.02K Buy
+5
New +$1.07K ﹤0.01% 1359
2022
Q3 		– Sell
-4,080
Closed -$821K – 1375
2022
Q2 		$821K Buy
4,080
+10
+0.2% +$1.87K 0.06% 190
2022
Q1 		$746K Buy
4,070
+22
+0.5% +$4.7K 0.05% 217
2021
Q4 		$990K Buy
4,048
+13
+0.3% +$3.03K 0.07% 183
2021
Q3 		$934K Buy
4,035
+3
+0.1% +$720 0.07% 183
2021
Q2 		$1.03M Buy
4,032
+20
+0.5% +$5.11K 0.08% 163
2021
Q1 		$1.23M Buy
4,012
+9
+0.2% +$2.73K 0.1% 145
2020
Q4 		$1.06M Buy
+4,003
New +$969K 0.1% 145

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

Clearstead Advisors's WDFC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in WD-40 (WDFC) in Q2 2026: 190 shares worth $46.3K. The stake represents ﹤0.01% of the portfolio and ranks #1523 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in WDFC as recently as Q4 2025.

Clearstead Advisors first reported a position in WDFC in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.23M in Q1 2021. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Clearstead Advisors held 190 shares of WD-40 worth $46.3K as of Q2 2026.
  • WD-40 was a new Clearstead Advisors position in Q2 2026.
  • WD-40 made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1523 holding.
  • Clearstead Advisors first reported a position in WD-40 in Q4 2020 and has held it in 16 quarters since.
  • Clearstead Advisors's WD-40 position peaked at $1.23M in Q1 2021.
  • 387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.