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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

IEQ Capital's WDFC Position: Q1 2026 in Review

IEQ Capital increased its WD-40 (WDFC) stake by 97% in Q1 2026, buying an estimated $648K and bringing the position to 5,883 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #962.

IEQ Capital first reported a position in WDFC in Q4 2025 and has held it in 2 quarters since. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

IEQ Capital held 5,883 shares of WD-40 worth $1.2M as of Q1 2026.
IEQ Capital bought 2,901 WD-40 shares in Q1 2026, an estimated $648K.
WD-40 made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #962 holding.
IEQ Capital first reported a position in WD-40 in Q4 2025 and has held it in 2 quarters since.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.