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Integrated Wealth Concepts’s WD-40 WDFC Stock Holding History

Integrated Wealth Concepts’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 		$87.9K Buy
+361
New +$77.3K ﹤0.01% 2918

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

Integrated Wealth Concepts's WDFC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WD-40 (WDFC) in Q2 2026: 361 shares worth $87.9K. The stake represents ﹤0.01% of the portfolio and ranks #2918 among its holdings.

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

  • Integrated Wealth Concepts held 361 shares of WD-40 worth $87.9K as of Q2 2026.
  • WD-40 was a new Integrated Wealth Concepts position in Q2 2026.
  • WD-40 made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2918 holding.
  • 385 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.