Evergreen Capital Management’s WD-40 WDFC Stock Holding History

Evergreen Capital Management’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	$248K	Sell	1,019 -339	-25%	-$72.6K	﹤0.01%	1341
2026 Q1	$277K	Sell	1,358 -38	-3%	-$8.48K	0.01%	1179
2025 Q4	$275K	Buy	1,396 +172	+14%	+$33.9K	0.01%	1097
2025 Q3	$242K	Buy	1,224 +249	+26%	+$53.9K	0.01%	1125
2025 Q2	$222K	Sell	975 -172	-15%	-$40.5K	0.01%	974
2025 Q1	$280K	Buy	1,147 +132	+13%	+$31.2K	0.01%	790
2024 Q4	$246K	Buy	1,015 +31	+3%	+$8.26K	0.01%	848
2024 Q3	$254K	Sell	984 -16	-2%	-$4.01K	0.01%	802
2024 Q2	$220K	Sell	1,000 -51	-5%	-$11.8K	0.01%	808
2024 Q1	$266K	Buy	1,051 +75	+8%	+$19.4K	0.01%	679
2023 Q4	$233K	Buy	+976	New	+$218K	0.01%	703
2022 Q1	–	Sell	-828	Closed	-$203K	–	684
2021 Q4	$203K	Buy	+828	New	+$193K	0.01%	597
2021 Q2	–	Sell	-687	Closed	-$210K	–	558
2021 Q1	$210K	Buy	+687	New	+$208K	0.01%	470

Other funds holding WDFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evergreen Capital Management's WDFC Position: Q2 2026 in Review

Evergreen Capital Management reduced its WD-40 (WDFC) stake by 25% in Q2 2026, selling an estimated $72.6K and leaving 1,019 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Evergreen Capital Management first reported a position in WDFC in Q1 2021 and has held it in 13 quarters since. The position peaked at $280K in Q1 2025. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

Evergreen Capital Management held 1,019 shares of WD-40 worth $248K as of Q2 2026.
Evergreen Capital Management sold 339 WD-40 shares in Q2 2026, an estimated $72.6K.
WD-40 made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1341 holding.
Evergreen Capital Management first reported a position in WD-40 in Q1 2021 and has held it in 13 quarters since.
Evergreen Capital Management's WD-40 position peaked at $280K in Q1 2025.
387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.