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Creative Financial Designs’s WD-40 WDFC Stock Holding History

Creative Financial Designs’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
Q1 		– Sell
-9
Closed -$2.18K – 2130
2024
Q4 		$2.18K Buy
+9
New +$2.4K ﹤0.01% 1577
2024
Q3 		– Sell
-101
Closed -$22.1K – 1735
2024
Q2 		$22.1K Buy
101
+1
+1% +$231 ﹤0.01% 972
2024
Q1 		$25.4K Hold
100
– – ﹤0.01% 909
2023
Q4 		$23.9K Hold
100
– – ﹤0.01% 868
2023
Q3 		$20.3K Buy
+100
New +$21.4K ﹤0.01% 847

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Financial Designs's WDFC Position: Q1 2025 in Review

Creative Financial Designs sold out of WD-40 (WDFC) in Q1 2025, closing a stake of 9 shares — an estimated $2.18K sold.

Creative Financial Designs first reported a position in WDFC in Q3 2023 and held it in 5 quarters. The position peaked at $25.4K in Q1 2024. 378 funds tracked by Wall St. Rank hold WDFC as of Q1 2025.

  • Creative Financial Designs reported no remaining WD-40 position as of Q1 2025 after selling out during the quarter.
  • Creative Financial Designs sold 9 WD-40 shares in Q1 2025, an estimated $2.18K.
  • Creative Financial Designs first reported a position in WD-40 in Q3 2023 and held it in 5 quarters.
  • Creative Financial Designs's WD-40 position peaked at $25.4K in Q1 2024.
  • 378 funds tracked by Wall St. Rank held WD-40 as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.