Creative Planning
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Creative Planning’s WD-40 WDFC Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-300
Closed -$1K – 2608
2021
Q1 		$1K Buy
+300
New +$91K ﹤0.01% 2600
2020
Q3 		– Sell
-1,000
Closed -$2K – 2285
2020
Q2 		$2K Buy
+1,000
New +$181K ﹤0.01% 1965

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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.