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IEQ Capital’s WD-40 WDFC Stock Holding History

IEQ Capital’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 		$949K Sell
3,896
-1,987
-34% -$425K ﹤0.01% 1117
2026
Q1 		$1.2M Buy
5,883
+2,901
+97% +$648K 0.01% 962
2025
Q4 		$587K Buy
+2,982
New +$588K ﹤0.01% 1253

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

IEQ Capital's WDFC Position: Q2 2026 in Review

IEQ Capital reduced its WD-40 (WDFC) stake by 34% in Q2 2026, selling an estimated $425K and leaving 3,896 shares worth $949K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

IEQ Capital first reported a position in WDFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q1 2026. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • IEQ Capital held 3,896 shares of WD-40 worth $949K as of Q2 2026.
  • IEQ Capital sold 1,987 WD-40 shares in Q2 2026, an estimated $425K.
  • WD-40 made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1117 holding.
  • IEQ Capital first reported a position in WD-40 in Q4 2025 and has held it in 3 quarters since.
  • IEQ Capital's WD-40 position peaked at $1.2M in Q1 2026.
  • 387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.