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Gilpin Wealth Management’s WD-40 WDFC Stock Holding History

Gilpin Wealth 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 		$244 Sell
1
-1
-50% -$214 ﹤0.01% 873
2026
Q1 		$408 Buy
2
+1
+100% +$223 ﹤0.01% 681
2025
Q4 		$197 Buy
+1
New +$197 ﹤0.01% 661

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

Gilpin Wealth Management's WDFC Position: Q2 2026 in Review

Gilpin Wealth Management reduced its WD-40 (WDFC) stake by 50% in Q2 2026, selling an estimated $214 and leaving 1 share worth $244. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Gilpin Wealth Management first reported a position in WDFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $408 in Q1 2026. 384 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Gilpin Wealth Management held 1 share of WD-40 worth $244 as of Q2 2026.
  • Gilpin Wealth Management sold 1 WD-40 share in Q2 2026, an estimated $214.
  • WD-40 made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #873 holding.
  • Gilpin Wealth Management first reported a position in WD-40 in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's WD-40 position peaked at $408 in Q1 2026.
  • 384 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

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