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Essential Partners’s WD-40 WDFC Stock Holding History

Essential 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
2026
Q2 		$22.2K Buy
91
+5
+6% +$1.07K 0.01% 864
2026
Q1 		$17.5K Sell
86
-64
-43% -$14.3K 0.01% 980
2025
Q4 		$29.5K Buy
150
+85
+131% +$16.8K 0.01% 770
2025
Q3 		$12.8K Buy
65
+61
+1,525% +$13.2K ﹤0.01% 1066
2025
Q2 		$912 Buy
+4
New +$941 ﹤0.01% 1538

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

Essential Partners's WDFC Position: Q2 2026 in Review

Essential Partners increased its WD-40 (WDFC) stake by 5.8% in Q2 2026, buying an estimated $1.07K and bringing the position to 91 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #864.

Essential Partners first reported a position in WDFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $29.5K in Q4 2025. 385 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Essential Partners held 91 shares of WD-40 worth $22.2K as of Q2 2026.
  • Essential Partners bought 5 WD-40 shares in Q2 2026, an estimated $1.07K.
  • WD-40 made up 0.01% of Essential Partners's portfolio in Q2 2026, its #864 holding.
  • Essential Partners first reported a position in WD-40 in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's WD-40 position peaked at $29.5K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.