Global Retirement Partners’s WD-40 WDFC Stock Holding History

Global Retirement Partners’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 Q4	$75.6K	Buy	384 +266	+225%	+$52.4K	﹤0.01%	2087
2025 Q3	$23.3K	Hold	118	–	–	﹤0.01%	2329
2025 Q2	$26.9K	Buy	+118	New	+$27.8K	﹤0.01%	2123
2024 Q4	$20.9K	Buy	86 +2	+2%	+$533	﹤0.01%	2062
2024 Q3	$21.7K	Sell	84 -693	-89%	-$174K	﹤0.01%	1951
2024 Q2	$171K	Sell	777 -32	-4%	-$7.4K	0.01%	953
2024 Q1	$205K	Sell	809 -8	-1%	-$2.07K	0.01%	782
2023 Q4	$225K	Sell	817 -55	-6%	-$12.3K	0.01%	713
2023 Q3	$175K	Buy	872 +15	+2%	+$3.21K	0.01%	718
2023 Q2	$162K	Hold	857	–	–	0.01%	774
2023 Q1	$158K	Buy	857 +157	+22%	+$27.1K	0.01%	760
2022 Q4	$113K	Hold	700	–	–	0.01%	770
2022 Q3	$112K	Sell	700 -7	-1%	-$1.31K	0.01%	741
2022 Q2	$142K	Hold	707	–	–	0.01%	643
2022 Q1	$127K	Buy	+707	New	+$151K	0.01%	681
2018 Q3	–	Sell	-4	Closed	-$1K	–	1589
2018 Q2	$1K	Hold	4	–	–	﹤0.01%	1496
2018 Q1	$1K	Hold	4	–	–	﹤0.01%	1448
2017 Q4	$0	Buy	+4	New	+$459	﹤0.01%	1471

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Global Retirement Partners's WDFC Position: Q4 2025 in Review

Global Retirement Partners increased its WD-40 (WDFC) stake by 225% in Q4 2025, buying an estimated $52.4K and bringing the position to 384 shares worth $75.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

Global Retirement Partners first reported a position in WDFC in Q4 2017 and has held it in 18 quarters since. The position peaked at $225K in Q4 2023. 382 funds tracked by Wall St. Rank hold WDFC as of Q4 2025.

Global Retirement Partners held 384 shares of WD-40 worth $75.6K as of Q4 2025.
Global Retirement Partners bought 266 WD-40 shares in Q4 2025, an estimated $52.4K.
WD-40 made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2087 holding.
Global Retirement Partners first reported a position in WD-40 in Q4 2017 and has held it in 18 quarters since.
Global Retirement Partners's WD-40 position peaked at $225K in Q4 2023.
382 funds tracked by Wall St. Rank held WD-40 as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.