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Edgestream Partners’s WD-40 WDFC Stock Holding History

Edgestream Partners’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
Q4 		– Sell
-13,252
Closed -$2.62M – 1160
2025
Q3 		$2.62M Buy
+13,252
New +$2.87M 0.08% 452
2023
Q1 		– Sell
-9,400
Closed -$1.52M – 665
2022
Q4 		$1.52M Buy
9,400
+6,978
+288% +$1.16M 0.17% 195
2022
Q3 		$426K Sell
2,422
-6,583
-73% -$1.23M 0.03% 360
2022
Q2 		$1.81M Sell
9,005
-10,605
-54% -$1.98M 0.14% 223
2022
Q1 		$3.59M Buy
19,610
+16,585
+548% +$3.54M 0.29% 111
2021
Q4 		$740K Sell
3,025
-18,736
-86% -$4.36M 0.05% 353
2021
Q3 		$5.04M Buy
+21,761
New +$5.22M 0.31% 107

Other funds holding WDFC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Edgestream Partners's WDFC Position: Q4 2025 in Review

Edgestream Partners sold out of WD-40 (WDFC) in Q4 2025, closing a stake of 13,252 shares — an estimated $2.62M sold.

Edgestream Partners first reported a position in WDFC in Q3 2021 and held it in 7 quarters. The position peaked at $5.04M in Q3 2021. 382 funds tracked by Wall St. Rank hold WDFC as of Q4 2025.

  • Edgestream Partners reported no remaining WD-40 position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 13,252 WD-40 shares in Q4 2025, an estimated $2.62M.
  • Edgestream Partners first reported a position in WD-40 in Q3 2021 and held it in 7 quarters.
  • Edgestream Partners's WD-40 position peaked at $5.04M in Q3 2021.
  • 382 funds tracked by Wall St. Rank held WD-40 as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.