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

EverSource 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 Q1	$44.7K	Buy	219 +48	+28%	+$10.7K	﹤0.01%	1983
2025 Q4	$33.7K	Sell	171 -85	-33%	-$16.8K	﹤0.01%	2024
2025 Q3	$50.6K	Buy	256 +99	+63%	+$21.4K	﹤0.01%	1702
2025 Q2	$35.8K	Buy	157 +106	+208%	+$24.9K	﹤0.01%	1851
2025 Q1	$12.4K	Buy	51 +20	+65%	+$4.73K	﹤0.01%	1982
2024 Q4	$7.52K	Buy	31 +5	+19%	+$1.33K	﹤0.01%	2149
2024 Q3	$6.7K	Hold	26	–	–	﹤0.01%	2091
2024 Q2	$6.8K	Buy	26 +11	+73%	+$2.54K	﹤0.01%	2075
2024 Q1	$3.39K	Sell	15 -5	-25%	-$1.29K	﹤0.01%	2207
2023 Q4	$4.78K	Buy	20 +18	+900%	+$4.02K	﹤0.01%	1876
2023 Q3	$406	Buy	+2	New	+$428	﹤0.01%	2417
2022 Q4	–	Sell	-190	Closed	-$33K	–	2438
2022 Q3	$33K	Buy	190 +140	+280%	+$26.1K	0.01%	745
2022 Q2	$10K	Buy	50 +30	+150%	+$5.6K	﹤0.01%	1046
2022 Q1	$4K	Buy	+20	New	+$4.27K	﹤0.01%	1368

Other funds holding WDFC

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EverSource Wealth Advisors's WDFC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its WD-40 (WDFC) stake by 28% in Q1 2026, buying an estimated $10.7K and bringing the position to 219 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

EverSource Wealth Advisors first reported a position in WDFC in Q1 2022 and has held it in 14 quarters since. The position peaked at $50.6K in Q3 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

EverSource Wealth Advisors held 219 shares of WD-40 worth $44.7K as of Q1 2026.
EverSource Wealth Advisors bought 48 WD-40 shares in Q1 2026, an estimated $10.7K.
WD-40 made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1983 holding.
EverSource Wealth Advisors first reported a position in WD-40 in Q1 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's WD-40 position peaked at $50.6K in Q3 2025.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.