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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
Q2 		$981K Sell
4,025
-9,674
-71% -$2.07M 0.01% 981
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
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 $3.38T AUM 44.17% 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

Jefferies Financial Group's WDFC Position: Q2 2026 in Review

Jefferies Financial Group reduced its WD-40 (WDFC) stake by 71% in Q2 2026, selling an estimated $2.07M and leaving 4,025 shares worth $981K. The position accounts for 0.01% of the portfolio, ranked #981.

Jefferies Financial Group first reported a position in WDFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.15M in Q3 2025. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Jefferies Financial Group held 4,025 shares of WD-40 worth $981K as of Q2 2026.
  • Jefferies Financial Group sold 9,674 WD-40 shares in Q2 2026, an estimated $2.07M.
  • WD-40 made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #981 holding.
  • Jefferies Financial Group first reported a position in WD-40 in Q1 2024 and has held it in 9 quarters since.
  • Jefferies Financial Group's WD-40 position peaked at $4.15M in Q3 2025.
  • 387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.