Jacobs Levy Equity Management’s WD-40 WDFC Stock Holding History

Jacobs Levy Equity 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	$8.82M	Sell	36,186 -31,684	-47%	-$6.78M	0.03%	335
2026 Q1	$13.8M	Sell	67,870 -13,048	-16%	-$2.91M	0.06%	261
2025 Q4	$15.9M	Buy	80,918 +20,701	+34%	+$4.08M	0.06%	241
2025 Q3	$11.9M	Buy	60,217 +1,447	+2%	+$313K	0.05%	262
2025 Q2	$13.4M	Buy	58,770 +2,528	+4%	+$595K	0.05%	261
2025 Q1	$13.7M	Buy	+56,242	New	+$13.3M	0.05%	284
2014 Q2	–	Sell	-9,230	Closed	-$716K	–	941
2014 Q1	$716K	Sell	9,230 -4,705	-34%	-$342K	0.01%	611
2013 Q4	$1.04M	Buy	13,935 +3,335	+31%	+$238K	0.02%	563
2013 Q3	$688K	Buy	+10,600	New	+$632K	0.01%	607

Other funds holding WDFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jacobs Levy Equity Management's WDFC Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its WD-40 (WDFC) stake by 47% in Q2 2026, selling an estimated $6.78M and leaving 36,186 shares worth $8.82M. The position accounts for 0.03% of the portfolio, ranked #335.

Jacobs Levy Equity Management first reported a position in WDFC in Q3 2013 and has held it in 9 quarters since. The position peaked at $15.9M in Q4 2025. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

Jacobs Levy Equity Management held 36,186 shares of WD-40 worth $8.82M as of Q2 2026.
Jacobs Levy Equity Management sold 31,684 WD-40 shares in Q2 2026, an estimated $6.78M.
WD-40 made up 0.03% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #335 holding.
Jacobs Levy Equity Management first reported a position in WD-40 in Q3 2013 and has held it in 9 quarters since.
Jacobs Levy Equity Management's WD-40 position peaked at $15.9M in Q4 2025.
387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.