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JPL Wealth Management’s WD-40 WDFC Stock Holding History

JPL Wealth 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 		$4.63K Buy
19
+13
+217% +$2.78K ﹤0.01% 796
2026
Q1 		$1.22K Buy
+6
New +$1.34K ﹤0.01% 1136
2025
Q4 		– Sell
-6
Closed -$1.19K – 1122
2025
Q3 		$1.19K Buy
+6
New +$1.3K ﹤0.01% 968

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 $3.37T AUM 44.26% 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

JPL Wealth Management's WDFC Position: Q2 2026 in Review

JPL Wealth Management increased its WD-40 (WDFC) stake by 217% in Q2 2026, buying an estimated $2.78K and bringing the position to 19 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

JPL Wealth Management first reported a position in WDFC in Q3 2025 and has held it in 3 quarters since. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • JPL Wealth Management held 19 shares of WD-40 worth $4.63K as of Q2 2026.
  • JPL Wealth Management bought 13 WD-40 shares in Q2 2026, an estimated $2.78K.
  • WD-40 made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #796 holding.
  • JPL Wealth Management first reported a position in WD-40 in Q3 2025 and has held it in 3 quarters since.
  • 387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.