CWM
WDFC icon

Congress Wealth Management’s WD-40 WDFC Stock Holding History

Congress Wealth Management’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
2024
Q4 		– Sell
-892
Closed -$230K – 936
2024
Q3 		$230K Buy
+892
New +$224K ﹤0.01% 797

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Congress Wealth Management's WDFC Position: Q4 2024 in Review

Congress Wealth Management sold out of WD-40 (WDFC) in Q4 2024, closing a stake of 892 shares — an estimated $230K sold.

Congress Wealth Management first reported a position in WDFC in Q3 2024 and held it in 1 quarter. The position peaked at $230K in Q3 2024. 370 funds tracked by Wall St. Rank hold WDFC as of Q4 2024.

  • Congress Wealth Management reported no remaining WD-40 position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 892 WD-40 shares in Q4 2024, an estimated $230K.
  • Congress Wealth Management first reported a position in WD-40 in Q3 2024 and held it in 1 quarter.
  • Congress Wealth Management's WD-40 position peaked at $230K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held WD-40 as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.