LRI Investments’s WD-40 WDFC Stock Holding History

LRI Investments’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	$244	Buy	+1	New	+$214	﹤0.01%	1704

Other funds holding WDFC

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

LRI Investments's WDFC Position: Q2 2026 in Review

LRI Investments opened a new position in WD-40 (WDFC) in Q2 2026: 1 share worth $244. The stake represents ﹤0.01% of the portfolio and ranks #1704 among its holdings.

113 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

LRI Investments held 1 share of WD-40 worth $244 as of Q2 2026.
WD-40 was a new LRI Investments position in Q2 2026.
WD-40 made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1704 holding.
113 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.