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Global Financial Private Client’s WD-40 WDFC Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-4
Closed -$976 – 1586
2025
Q1 		$976 Buy
4
+3
+300% +$709 ﹤0.01% 1071
2024
Q4 		$243 Buy
+1
New +$266 ﹤0.01% 1194

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Global Financial Private Client's WDFC Position: Q2 2025 in Review

Global Financial Private Client sold out of WD-40 (WDFC) in Q2 2025, closing a stake of 4 shares — an estimated $976 sold.

Global Financial Private Client first reported a position in WDFC in Q4 2024 and held it in 2 quarters. The position peaked at $976 in Q1 2025. 379 funds tracked by Wall St. Rank hold WDFC as of Q2 2025.

  • Global Financial Private Client reported no remaining WD-40 position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 WD-40 shares in Q2 2025, an estimated $976.
  • Global Financial Private Client first reported a position in WD-40 in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's WD-40 position peaked at $976 in Q1 2025.
  • 379 funds tracked by Wall St. Rank held WD-40 as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.