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

Dogwood 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
2026
Q2 		– Sell
-9
Closed -$1.83K – 934
2026
Q1 		$1.83K Hold
9
– – ﹤0.01% 654
2025
Q4 		$1.77K Buy
9
+1
+13% +$197 ﹤0.01% 576
2025
Q3 		$1.58K Sell
8
-32
-80% -$6.93K ﹤0.01% 558
2025
Q2 		$9.19K Buy
+40
New +$9.41K ﹤0.01% 302

Other funds holding WDFC

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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

Dogwood Wealth Management's WDFC Position: Q2 2026 in Review

Dogwood Wealth Management sold out of WD-40 (WDFC) in Q2 2026, closing a stake of 9 shares — an estimated $1.83K sold.

Dogwood Wealth Management first reported a position in WDFC in Q2 2025 and held it in 4 quarters. The position peaked at $9.19K in Q2 2025. 385 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Dogwood Wealth Management reported no remaining WD-40 position as of Q2 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 9 WD-40 shares in Q2 2026, an estimated $1.83K.
  • Dogwood Wealth Management first reported a position in WD-40 in Q2 2025 and held it in 4 quarters.
  • Dogwood Wealth Management's WD-40 position peaked at $9.19K in Q2 2025.
  • 385 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.