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JFS Wealth Advisors’s WD-40 WDFC Stock Holding History

JFS Wealth Advisors’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 		$2.44K Buy
10
+4
+67% +$857 ﹤0.01% 1547
2026
Q1 		$1.22K Sell
6
-3
-33% -$670 ﹤0.01% 1632
2025
Q4 		$1.77K Buy
9
+2
+29% +$394 ﹤0.01% 1586
2025
Q3 		$1.38K Hold
7
– – ﹤0.01% 1530
2025
Q2 		$1.6K Sell
7
-1
-13% -$235 ﹤0.01% 1454
2025
Q1 		$1.95K Hold
8
– – ﹤0.01% 1476
2024
Q4 		$1.94K Hold
8
– – ﹤0.01% 1488
2024
Q3 		$2.06K Hold
8
– – ﹤0.01% 1475
2024
Q2 		$1.76K Hold
8
– – ﹤0.01% 1489
2024
Q1 		$2.03K Hold
8
– – ﹤0.01% 1432
2023
Q4 		$1.91K Hold
8
– – ﹤0.01% 1459
2023
Q3 		$1.63K Buy
8
+1
+14% +$214 ﹤0.01% 1445
2023
Q2 		$1.32K Sell
7
-1
-13% -$189 ﹤0.01% 1517
2023
Q1 		$1.43K Hold
8
– – ﹤0.01% 1480
2022
Q4 		$1.29K Sell
8
-1
-11% -$167 ﹤0.01% 1530
2022
Q3 		$2K Sell
9
-1
-10% -$187 ﹤0.01% 1425
2022
Q2 		$2K Buy
10
+8
+400% +$1.49K ﹤0.01% 1409
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1985
2021
Q4 		$0 Buy
+2
New +$466 ﹤0.01% 1897

Other funds holding WDFC

WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

JFS Wealth Advisors's WDFC Position: Q2 2026 in Review

JFS Wealth Advisors increased its WD-40 (WDFC) stake by 67% in Q2 2026, buying an estimated $857 and bringing the position to 10 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

JFS Wealth Advisors first reported a position in WDFC in Q4 2021 and has held it in 19 quarters since. 35 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • JFS Wealth Advisors held 10 shares of WD-40 worth $2.44K as of Q2 2026.
  • JFS Wealth Advisors bought 4 WD-40 shares in Q2 2026, an estimated $857.
  • WD-40 made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1547 holding.
  • JFS Wealth Advisors first reported a position in WD-40 in Q4 2021 and has held it in 19 quarters since.
  • 35 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.