Creative Planning’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.68M | Buy |
27,834
+5,261
| +23% | +$1.17M | ﹤0.01% | 1095 |
|
|
2025
Q4 | $4.44M | Buy |
22,573
+12,995
| +136% | +$2.56M | ﹤0.01% | 1088 |
|
|
2025
Q3 | $1.89M | Buy |
9,578
+1,341
| +16% | +$291K | ﹤0.01% | 1598 |
|
|
2025
Q2 | $1.88M | Buy |
8,237
+1,775
| +27% | +$418K | ﹤0.01% | 1373 |
|
|
2025
Q1 | $1.58M | Buy |
6,462
+1,617
| +33% | +$382K | ﹤0.01% | 1365 |
|
|
2024
Q4 | $1.18M | Buy |
4,845
+1,792
| +59% | +$477K | ﹤0.01% | 1520 |
|
|
2024
Q3 | $787K | Buy |
3,053
+459
| +18% | +$115K | ﹤0.01% | 1714 |
|
|
2024
Q2 | $570K | Sell |
2,594
-145
| -5% | -$33.5K | ﹤0.01% | 1840 |
|
|
2024
Q1 | $694K | Buy |
2,739
+308
| +13% | +$79.7K | ﹤0.01% | 1608 |
|
|
2023
Q4 | $581K | Buy |
2,431
+390
| +19% | +$87.1K | ﹤0.01% | 1598 |
|
|
2023
Q3 | $415K | Buy |
2,041
+134
| +7% | +$28.7K | ﹤0.01% | 1689 |
|
|
2023
Q2 | $360K | Buy |
1,907
+19
| +1% | +$3.59K | ﹤0.01% | 1771 |
|
|
2023
Q1 | $336K | Buy |
1,888
+27
| +1% | +$4.66K | ﹤0.01% | 1732 |
|
|
2022
Q4 | $300K | Sell |
1,861
-70
| -4% | -$11.7K | ﹤0.01% | 1729 |
|
|
2022
Q3 | $339K | Buy |
1,931
+498
| +35% | +$93K | ﹤0.01% | 1571 |
|
|
2022
Q2 | $289K | Buy |
1,433
+9
| +0.6% | +$1.68K | ﹤0.01% | 1639 |
|
|
2022
Q1 | $261K | Sell |
1,424
-929
| -39% | -$198K | ﹤0.01% | 1728 |
|
|
2021
Q4 | $576K | Buy |
2,353
+172
| +8% | +$40K | ﹤0.01% | 1226 |
|
|
2021
Q3 | $505K | Sell |
2,181
-410
| -16% | -$98.3K | ﹤0.01% | 1282 |
|
|
2021
Q2 | $664K | Buy |
2,591
+252
| +11% | +$64.4K | ﹤0.01% | 1119 |
|
|
2021
Q1 | $716K | Buy |
2,339
+525
| +29% | +$159K | ﹤0.01% | 1218 |
|
|
2020
Q4 | $482K | Sell |
1,814
-13
| -0.7% | -$3.15K | ﹤0.01% | 1342 |
|
|
2020
Q3 | $346K | Buy |
1,827
+48
| +3% | +$9.42K | ﹤0.01% | 1332 |
|
|
2020
Q2 | $353K | Hold |
1,779
| – | – | ﹤0.01% | 1217 |
|
|
2020
Q1 | $357K | Buy |
1,779
+296
| +20% | +$55.7K | ﹤0.01% | 1107 |
|
|
2019
Q4 | $288K | Buy |
1,483
+4
| +0.3% | +$754 | ﹤0.01% | 1426 |
|
|
2019
Q3 | $271K | Hold |
1,479
| – | – | ﹤0.01% | 1424 |
|
|
2019
Q2 | $235K | Sell |
1,479
-3
| -0.2% | -$492 | ﹤0.01% | 1515 |
|
|
2019
Q1 | $251K | Buy |
1,482
+3
| +0.2% | +$529 | ﹤0.01% | 1441 |
|
|
2018
Q4 | $271K | Hold |
1,479
| – | – | ﹤0.01% | 1295 |
|
|
2018
Q3 | $254K | Buy |
+1,479
| New | +$247K | ﹤0.01% | 1520 |
|
|
2017
Q3 | – | Sell |
-1,454
| Closed | -$160K | – | 3701 |
|
|
2017
Q2 | $160K | Hold |
1,454
| – | – | ﹤0.01% | 1654 |
|
|
2017
Q1 | $158K | Sell |
1,454
-243
| -14% | -$26.4K | ﹤0.01% | 1640 |
|
|
2016
Q4 | $198K | Buy |
1,697
+90
| +6% | +$9.88K | ﹤0.01% | 1417 |
|
|
2016
Q3 | $181K | Sell |
1,607
-47
| -3% | -$5.49K | ﹤0.01% | 1455 |
|
|
2016
Q2 | $194K | Sell |
1,654
-488
| -23% | -$52.9K | ﹤0.01% | 1267 |
|
|
2016
Q1 | $231K | Sell |
2,142
-30
| -1% | -$3.1K | ﹤0.01% | 1138 |
|
|
2015
Q4 | $214K | Buy |
2,172
+218
| +11% | +$21.2K | ﹤0.01% | 1162 |
|
|
2015
Q3 | $174K | Buy |
+1,954
| New | +$170K | ﹤0.01% | 1271 |
|
|
2015
Q2 | – | Sell |
-1,804
| Closed | -$160K | – | 3013 |
|
|
2015
Q1 | $160K | Buy |
1,804
+513
| +40% | +$43.1K | ﹤0.01% | 1309 |
|
|
2014
Q4 | $110K | Buy |
1,291
+1,087
| +533% | +$82.7K | ﹤0.01% | 1513 |
|
|
2014
Q3 | $14K | Hold |
204
| – | – | ﹤0.01% | 2757 |
|
|
2014
Q2 | $15K | Buy |
204
+175
| +603% | +$12.8K | ﹤0.01% | 2670 |
|
|
2014
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 3392 |
|
|
2013
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 3121 |
|
|
2013
Q3 | $2K | Sell |
29
-171
| -86% | -$10.2K | ﹤0.01% | 3008 |
|
|
2013
Q2 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 2240 |
|
Other funds holding WDFC
VPM
VCM
Creative Planning's WDFC Position: Q1 2026 in Review
Creative Planning increased its WD-40 (WDFC) stake by 23% in Q1 2026, buying an estimated $1.17M and bringing the position to 27,834 shares worth $5.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1095.
Creative Planning first reported a position in WDFC in Q2 2013 and has held it in 47 quarters since. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.
- Creative Planning held 27,834 shares of WD-40 worth $5.68M as of Q1 2026.
- Creative Planning bought 5,261 WD-40 shares in Q1 2026, an estimated $1.17M.
- WD-40 made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1095 holding.
- Creative Planning first reported a position in WD-40 in Q2 2013 and has held it in 47 quarters since.
- 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.