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Kestra Private Wealth Services’s WD-40 WDFC Stock Holding History

Kestra Private Wealth Services’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
2025
Q4 		– Sell
-1,452
Closed -$287K – 1812
2025
Q3 		$287K Sell
1,452
-57
-4% -$12.3K ﹤0.01% 1393
2025
Q2 		$344K Buy
+1,509
New +$355K ﹤0.01% 1208
2022
Q3 		– Sell
-1,050
Closed -$211K – 969
2022
Q2 		$211K Sell
1,050
-221
-17% -$41.2K 0.01% 781
2022
Q1 		$233K Buy
+1,271
New +$272K 0.01% 837

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kestra Private Wealth Services's WDFC Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of WD-40 (WDFC) in Q4 2025, closing a stake of 1,452 shares — an estimated $287K sold.

Kestra Private Wealth Services first reported a position in WDFC in Q1 2022 and held it in 4 quarters. The position peaked at $344K in Q2 2025. 382 funds tracked by Wall St. Rank hold WDFC as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining WD-40 position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,452 WD-40 shares in Q4 2025, an estimated $287K.
  • Kestra Private Wealth Services first reported a position in WD-40 in Q1 2022 and held it in 4 quarters.
  • Kestra Private Wealth Services's WD-40 position peaked at $344K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held WD-40 as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.