Global Retirement Partners
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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
2026
Q3 		$91.1K Sell
451
-35
-7% -$7.78K ﹤0.01% 2292
2026
Q2 		$118K Buy
+486
New +$104K ﹤0.01% 1948
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

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ceredex Value Advisors
Ceredex Value Advisors Orlando, Florida $3.21B AUM 33.44% 1-Year Est. Return

Global Retirement Partners's WDFC Position: Q3 2026 in Review

Global Retirement Partners reduced its WD-40 (WDFC) stake by 7.2% in Q3 2026, selling an estimated $7.78K and leaving 451 shares worth $91.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2292.

Global Retirement Partners first reported a position in WDFC in Q4 2017 and has held it in 20 quarters since. The position peaked at $225K in Q4 2023. 196 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

  • Global Retirement Partners held 451 shares of WD-40 worth $91.1K as of Q3 2026.
  • Global Retirement Partners sold 35 WD-40 shares in Q3 2026, an estimated $7.78K.
  • WD-40 made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #2292 holding.
  • Global Retirement Partners first reported a position in WD-40 in Q4 2017 and has held it in 20 quarters since.
  • Global Retirement Partners's WD-40 position peaked at $225K in Q4 2023.
  • 196 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.