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 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 $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

Jacobs Levy Equity Management's WDFC Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its WD-40 (WDFC) stake by 16% in Q1 2026, selling an estimated $2.91M and leaving 67,870 shares worth $13.8M. The position accounts for 0.06% of the portfolio, ranked #261.

Jacobs Levy Equity Management first reported a position in WDFC in Q3 2013 and has held it in 8 quarters since. The position peaked at $15.9M in Q4 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

Jacobs Levy Equity Management held 67,870 shares of WD-40 worth $13.8M as of Q1 2026.
Jacobs Levy Equity Management sold 13,048 WD-40 shares in Q1 2026, an estimated $2.91M.
WD-40 made up 0.06% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #261 holding.
Jacobs Levy Equity Management first reported a position in WD-40 in Q3 2013 and has held it in 8 quarters since.
Jacobs Levy Equity Management's WD-40 position peaked at $15.9M in Q4 2025.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.