PWMAI
WDFC icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s WD-40 WDFC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-32
Closed -$6.3K – 571
2025
Q4 		$6.3K Buy
+32
New +$6.31K ﹤0.01% 434

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WDFC Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of WD-40 (WDFC) in Q1 2026, closing a stake of 32 shares — an estimated $6.3K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WDFC in Q4 2025 and held it in 1 quarter. The position peaked at $6.3K in Q4 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining WD-40 position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 32 WD-40 shares in Q1 2026, an estimated $6.3K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WD-40 in Q4 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WD-40 position peaked at $6.3K in Q4 2025.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.