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GPS Wealth Strategies Group’s WD-40 WDFC Stock Holding History

GPS Wealth Strategies Group’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 		$83.4K Sell
424
-760
-64% -$150K 0.07% 167
2025
Q3 		$234K Buy
1,184
+1
+0.1% +$217 0.02% 316
2025
Q2 		$270K Sell
1,183
-45
-4% -$10.6K 0.03% 271
2025
Q1 		$300K Buy
1,228
+14
+1% +$3.31K 0.04% 248
2024
Q4 		$295K Sell
1,214
-99
-8% -$26.4K 0.04% 238
2024
Q3 		$339K Buy
1,313
+174
+15% +$43.6K 0.05% 223
2024
Q2 		$250K Buy
1,139
+251
+28% +$58K 0.04% 233
2024
Q1 		$225K Buy
888
+366
+70% +$94.7K 0.04% 233
2023
Q4 		$125K Sell
522
-30
-5% -$6.7K 0.02% 316
2023
Q3 		$112K Hold
552
– – 0.02% 340
2023
Q2 		$104K Sell
552
-40
-7% -$7.56K 0.02% 360
2023
Q1 		$105K Buy
+592
New +$102K 0.02% 340
2022
Q4 		– Sell
-722
Closed -$127K – 1076
2022
Q3 		$127K Hold
722
– – 0.03% 262
2022
Q2 		$145K Hold
722
– – 0.04% 250
2022
Q1 		$132K Buy
722
+25
+4% +$5.34K 0.03% 265
2021
Q4 		$171K Hold
697
– – 0.04% 229
2021
Q3 		$161K Buy
697
+82
+13% +$19.7K 0.04% 226
2021
Q2 		$158K Hold
615
– – 0.04% 239
2021
Q1 		$188K Buy
+615
New +$187K 0.06% 198

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

GPS Wealth Strategies Group's WDFC Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its WD-40 (WDFC) stake by 64% in Q4 2025, selling an estimated $150K and leaving 424 shares worth $83.4K. The position accounts for 0.07% of the portfolio, ranked #167.

GPS Wealth Strategies Group first reported a position in WDFC in Q1 2021 and has held it in 19 quarters since. The position peaked at $339K in Q3 2024. 382 funds tracked by Wall St. Rank hold WDFC as of Q4 2025.

  • GPS Wealth Strategies Group held 424 shares of WD-40 worth $83.4K as of Q4 2025.
  • GPS Wealth Strategies Group sold 760 WD-40 shares in Q4 2025, an estimated $150K.
  • WD-40 made up 0.07% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #167 holding.
  • GPS Wealth Strategies Group first reported a position in WD-40 in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's WD-40 position peaked at $339K in Q3 2024.
  • 382 funds tracked by Wall St. Rank held WD-40 as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.