Jefferies Financial Group’s WD-40 WDFC Stock Holding History

Jefferies Financial Group’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	$2.79M	Sell	13,699 -5,876	-30%	-$1.31M	0.02%	502
2025 Q4	$3.85M	Sell	19,575 -1,442	-7%	-$284K	0.02%	561
2025 Q3	$4.15M	Buy	21,017 +11,070	+111%	+$2.4M	0.02%	423
2025 Q2	$2.27M	Sell	9,947 -3,236	-25%	-$761K	0.02%	486
2025 Q1	$3.22M	Buy	13,183 +3,500	+36%	+$827K	0.03%	428
2024 Q4	$2.35M	Buy	9,683 +3,780	+64%	+$1.01M	0.01%	619
2024 Q3	$1.52M	Buy	+5,903	New	+$1.48M	0.01%	669
2024 Q2	–	Sell	-7,444	Closed	-$1.89M	–	1915
2024 Q1	$1.89M	Buy	+7,444	New	+$1.93M	0.02%	613

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

Jefferies Financial Group's WDFC Position: Q1 2026 in Review

Jefferies Financial Group reduced its WD-40 (WDFC) stake by 30% in Q1 2026, selling an estimated $1.31M and leaving 13,699 shares worth $2.79M. The position accounts for 0.02% of the portfolio, ranked #502.

Jefferies Financial Group first reported a position in WDFC in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.15M in Q3 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

Jefferies Financial Group held 13,699 shares of WD-40 worth $2.79M as of Q1 2026.
Jefferies Financial Group sold 5,876 WD-40 shares in Q1 2026, an estimated $1.31M.
WD-40 made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #502 holding.
Jefferies Financial Group first reported a position in WD-40 in Q1 2024 and has held it in 8 quarters since.
Jefferies Financial Group's WD-40 position peaked at $4.15M in Q3 2025.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.