FDW
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Fourth Dimension Wealth’s WD-40 WDFC Stock Holding History

Fourth Dimension Wealth’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 		$24.4K Hold
100
– – 0.01% 360
2026
Q1 		$20.4K Hold
100
– – 0.01% 318
2025
Q4 		$19.7K Hold
100
– – 0.01% 331
2025
Q3 		$19.8K Hold
100
– – 0.01% 325
2025
Q2 		$22.8K Hold
100
– – 0.01% 306
2025
Q1 		$24.4K Hold
100
– – 0.01% 295
2024
Q4 		$24.3K Buy
+100
New +$26.6K 0.01% 301

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

Fourth Dimension Wealth's WDFC Position: Q2 2026 in Review

Fourth Dimension Wealth held its WD-40 (WDFC) position steady in Q2 2026 at 100 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #360.

Fourth Dimension Wealth first reported a position in WDFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.4K in Q1 2025. 386 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Fourth Dimension Wealth held 100 shares of WD-40 worth $24.4K as of Q2 2026.
  • Fourth Dimension Wealth left its WD-40 share count unchanged in Q2 2026.
  • WD-40 made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #360 holding.
  • Fourth Dimension Wealth first reported a position in WD-40 in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's WD-40 position peaked at $24.4K in Q1 2025.
  • 386 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.