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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
Q2 		$32.6K Sell
134
-85
-39% -$18.2K ﹤0.01% 2076
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
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

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

EverSource Wealth Advisors reduced its WD-40 (WDFC) stake by 39% in Q2 2026, selling an estimated $18.2K and leaving 134 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

EverSource Wealth Advisors first reported a position in WDFC in Q1 2022 and has held it in 15 quarters since. The position peaked at $50.6K in Q3 2025. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • EverSource Wealth Advisors held 134 shares of WD-40 worth $32.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 85 WD-40 shares in Q2 2026, an estimated $18.2K.
  • WD-40 made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2076 holding.
  • EverSource Wealth Advisors first reported a position in WD-40 in Q1 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's WD-40 position peaked at $50.6K in Q3 2025.
  • 387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.