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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
Q3 		$13.7K Sell
68
-23
-25% -$5.11K 0.01% 1057
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

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Cullen Investment Group
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's WDFC Position: Q3 2026 in Review

Essential Partners reduced its WD-40 (WDFC) stake by 25% in Q3 2026, selling an estimated $5.11K and leaving 68 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #1057.

Essential Partners first reported a position in WDFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $29.5K in Q4 2025. 27 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

  • Essential Partners held 68 shares of WD-40 worth $13.7K as of Q3 2026.
  • Essential Partners sold 23 WD-40 shares in Q3 2026, an estimated $5.11K.
  • WD-40 made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1057 holding.
  • Essential Partners first reported a position in WD-40 in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's WD-40 position peaked at $29.5K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.