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 $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

Creative Planning's WDFC Position: Q2 2026 in Review

Creative Planning reduced its WD-40 (WDFC) stake by 8.1% in Q2 2026, selling an estimated $481K and leaving 25,587 shares worth $6.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Creative Planning first reported a position in WDFC in Q2 2013 and has held it in 48 quarters since. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Creative Planning held 25,587 shares of WD-40 worth $6.23M as of Q2 2026.
  • Creative Planning sold 2,247 WD-40 shares in Q2 2026, an estimated $481K.
  • WD-40 made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1230 holding.
  • Creative Planning first reported a position in WD-40 in Q2 2013 and has held it in 48 quarters since.
  • 387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.