Mackenzie Financial’s WD-40 WDFC Stock Holding History

Mackenzie Financial’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 Q3	$2.02M	Buy	+10,013	New	+$2.22M	﹤0.01%	1038
2025 Q3	–	Sell	-880	Closed	-$201K	–	1858
2025 Q2	$201K	Hold	880	–	–	﹤0.01%	1558
2025 Q1	$215K	Hold	880	–	–	﹤0.01%	1491
2024 Q4	$214K	Hold	880	–	–	﹤0.01%	1536
2024 Q3	$227K	Buy	+880	New	+$221K	﹤0.01%	1321
2024 Q2	–	Sell	-842	Closed	-$213K	–	1640
2024 Q1	$213K	Hold	842	–	–	﹤0.01%	1318
2023 Q4	$201K	Buy	+842	New	+$188K	﹤0.01%	1333
2016 Q4	–	Sell	-5,672	Closed	-$638K	–	738
2016 Q3	$638K	Hold	5,672	–	–	﹤0.01%	473
2016 Q2	$666K	Hold	5,672	–	–	﹤0.01%	711
2016 Q1	$613K	Hold	5,672	–	–	0.01%	617
2015 Q4	$560K	Buy	+5,672	New	+$551K	﹤0.01%	647

Other funds holding WDFC

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Westhampton Capital Winston-Salem, North Carolina $226M AUM 27.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Malaga Cove Capital Pv Estates, California $311M AUM 30.69% 1-Year Est. Return

Mackenzie Financial's WDFC Position: Q3 2026 in Review

Mackenzie Financial opened a new position in WD-40 (WDFC) in Q3 2026: 10,013 shares worth $2.02M. The stake represents ﹤0.01% of the portfolio and ranks #1038 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in WDFC as recently as Q2 2025.

Mackenzie Financial first reported a position in WDFC in Q4 2015 and has held it in 11 quarters since. 96 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

Mackenzie Financial held 10,013 shares of WD-40 worth $2.02M as of Q3 2026.
WD-40 was a new Mackenzie Financial position in Q3 2026.
WD-40 made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #1038 holding.
Mackenzie Financial first reported a position in WD-40 in Q4 2015 and has held it in 11 quarters since.
96 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.