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EP Wealth Advisors’s WD-40 WDFC Stock Holding History

EP Wealth Advisors’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 		$215K Buy
+882
New +$189K ﹤0.01% 1476

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

EP Wealth Advisors's WDFC Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in WD-40 (WDFC) in Q2 2026: 882 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1476 among its holdings.

385 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • EP Wealth Advisors held 882 shares of WD-40 worth $215K as of Q2 2026.
  • WD-40 was a new EP Wealth Advisors position in Q2 2026.
  • WD-40 made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1476 holding.
  • 385 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.