Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s WD-40 WDFC Stock Holding History

Envestnet Portfolio Solutions’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
-1,440
Closed -$285K – 1559
2025
Q3 		$285K Sell
1,440
-286
-17% -$62K ﹤0.01% 1272
2025
Q2 		$394K Buy
1,726
+771
+81% +$181K ﹤0.01% 1216
2025
Q1 		$233K Buy
+955
New +$226K ﹤0.01% 1415

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $4.6B AUM 16.08% 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

Envestnet Portfolio Solutions's WDFC Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of WD-40 (WDFC) in Q4 2025, closing a stake of 1,440 shares — an estimated $285K sold.

Envestnet Portfolio Solutions first reported a position in WDFC in Q1 2025 and held it in 3 quarters. The position peaked at $394K in Q2 2025. 382 funds tracked by Wall St. Rank hold WDFC as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining WD-40 position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,440 WD-40 shares in Q4 2025, an estimated $285K.
  • Envestnet Portfolio Solutions first reported a position in WD-40 in Q1 2025 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's WD-40 position peaked at $394K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held WD-40 as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.