IFP Advisors’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.69K | Buy |
23
+1
| +5% | +$223 | ﹤0.01% | 3565 |
|
|
2025
Q4 | $4.33K | Buy |
22
+4
| +22% | +$788 | ﹤0.01% | 3488 |
|
|
2025
Q3 | $3.56K | Buy |
+18
| New | +$3.9K | ﹤0.01% | 3440 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3935 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3615 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3643 |
|
|
2023
Q1 | – | Sell |
-11
| Closed | -$3K | – | 4441 |
|
|
2022
Q4 | $3K | Sell |
11
-3
| -21% | -$500 | ﹤0.01% | 4076 |
|
|
2022
Q3 | $4K | Buy |
14
+6
| +75% | +$1.12K | ﹤0.01% | 4161 |
|
|
2022
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 4210 |
|
|
2022
Q1 | $2K | Buy |
+8
| New | +$1.71K | ﹤0.01% | 4208 |
|
|
2021
Q3 | – | Sell |
-65
| Closed | -$16K | – | 3474 |
|
|
2021
Q2 | $16K | Buy |
+65
| New | +$16.6K | ﹤0.01% | 2044 |
|
|
2021
Q1 | – | Sell |
-108
| Closed | -$32.8K | – | 3244 |
|
|
2020
Q4 | $29K | Hold |
108
| – | – | ﹤0.01% | 1660 |
|
|
2020
Q3 | $20K | Hold |
108
| – | – | ﹤0.01% | 1658 |
|
|
2020
Q2 | $21K | Hold |
108
| – | – | ﹤0.01% | 1555 |
|
|
2020
Q1 | $21K | Hold |
108
| – | – | ﹤0.01% | 1472 |
|
|
2019
Q4 | $21K | Hold |
108
| – | – | ﹤0.01% | 1608 |
|
|
2019
Q3 | $20K | Buy |
+108
| New | +$19.4K | ﹤0.01% | 1770 |
|
|
2019
Q1 | $26K | Sell |
154
-158
| -51% | -$27.8K | ﹤0.01% | 1234 |
|
|
2018
Q4 | $57K | Sell |
312
-24
| -7% | -$4.07K | ﹤0.01% | 1535 |
|
|
2018
Q3 | $58K | Hold |
336
| – | – | ﹤0.01% | 1819 |
|
|
2018
Q2 | $49K | Buy |
336
+3
| +0.9% | +$413 | ﹤0.01% | 1929 |
|
|
2018
Q1 | $39K | Hold |
333
| – | – | ﹤0.01% | 1967 |
|
|
2017
Q4 | $39K | Sell |
333
-100
| -23% | -$11.5K | ﹤0.01% | 1988 |
|
|
2017
Q3 | $48K | Buy |
433
+129
| +42% | +$13.9K | ﹤0.01% | 2018 |
|
|
2017
Q2 | $34K | Buy |
304
+100
| +49% | +$10.6K | ﹤0.01% | 2239 |
|
|
2017
Q1 | $22K | Sell |
204
-45
| -18% | -$4.9K | ﹤0.01% | 2448 |
|
|
2016
Q4 | $29K | Sell |
249
-134
| -35% | -$14.7K | ﹤0.01% | 2231 |
|
|
2016
Q3 | $43K | Buy |
383
+133
| +53% | +$15.5K | ﹤0.01% | 1913 |
|
|
2016
Q2 | $29K | Buy |
250
+96
| +62% | +$10.4K | ﹤0.01% | 2113 |
|
|
2016
Q1 | $26K | Buy |
154
+19
| +14% | +$1.96K | ﹤0.01% | 1231 |
|
|
2015
Q4 | $13K | Buy |
+135
| New | +$13.1K | ﹤0.01% | 2446 |
|
Other funds holding WDFC
VPM
VCM
IFP Advisors's WDFC Position: Q1 2026 in Review
IFP Advisors increased its WD-40 (WDFC) stake by 4.5% in Q1 2026, buying an estimated $223 and bringing the position to 23 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #3565.
IFP Advisors first reported a position in WDFC in Q4 2015 and has held it in 28 quarters since. The position peaked at $58K in Q3 2018. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.
- IFP Advisors held 23 shares of WD-40 worth $4.69K as of Q1 2026.
- IFP Advisors bought 1 WD-40 share in Q1 2026, an estimated $223.
- WD-40 made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3565 holding.
- IFP Advisors first reported a position in WD-40 in Q4 2015 and has held it in 28 quarters since.
- IFP Advisors's WD-40 position peaked at $58K in Q3 2018.
- 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.