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Institute for Wealth Management’s WD-40 WDFC Stock Holding History

Institute for Wealth Management’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 		$50.2K Buy
+206
New +$44.1K ﹤0.01% 873

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Institute for Wealth Management's WDFC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WD-40 (WDFC) in Q2 2026: 206 shares worth $50.2K. The stake represents ﹤0.01% of the portfolio and ranks #873 among its holdings.

178 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Institute for Wealth Management held 206 shares of WD-40 worth $50.2K as of Q2 2026.
  • WD-40 was a new Institute for Wealth Management position in Q2 2026.
  • WD-40 made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #873 holding.
  • 178 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.