Marshall Wace
WDFC icon

Marshall Wace’s WD-40 WDFC Stock Holding History

Marshall Wace’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
Q1 		$24.1M Sell
118,388
-6,022
-5% -$1.34M 0.02% 632
2025
Q4 		$24.5M Sell
124,410
-17,106
-12% -$3.37M 0.02% 564
2025
Q3 		$28M Buy
141,516
+43,422
+44% +$9.41M 0.03% 516
2025
Q2 		$22.4M Buy
98,094
+18,387
+23% +$4.33M 0.03% 547
2025
Q1 		$19.4M Sell
79,707
-24,724
-24% -$5.84M 0.02% 522
2024
Q4 		$25.3M Buy
104,431
+37,247
+55% +$9.92M 0.03% 465
2024
Q3 		$17.3M Sell
67,184
-27,467
-29% -$6.89M 0.02% 560
2024
Q2 		$20.8M Sell
94,651
-11,505
-11% -$2.66M 0.03% 486
2024
Q1 		$26.9M Sell
106,156
-21,787
-17% -$5.64M 0.04% 416
2023
Q4 		$30.6M Sell
127,943
-49
-0% -$10.9K 0.05% 352
2023
Q3 		$26M Sell
127,992
-2,326
-2% -$497K 0.05% 354
2023
Q2 		$24.6M Buy
130,318
+64,595
+98% +$12.2M 0.05% 407
2023
Q1 		$11.7M Buy
65,723
+58,719
+838% +$10.1M 0.02% 654
2022
Q4 		$1.13M Buy
7,004
+1,892
+37% +$316K ﹤0.01% 2031
2022
Q3 		$898K Buy
+5,112
New +$955K ﹤0.01% 2458
2022
Q2 		– Sell
-5,333
Closed -$977K – 3899
2022
Q1 		$977K Buy
+5,333
New +$1.14M ﹤0.01% 2466
2021
Q4 		– Sell
-2,503
Closed -$579K – 4318
2021
Q3 		$579K Buy
+2,503
New +$600K ﹤0.01% 2316
2021
Q2 		– Sell
-1,404
Closed -$430K – 3139
2021
Q1 		$430K Buy
1,404
+164
+13% +$49.7K ﹤0.01% 2001
2020
Q4 		$329K Buy
+1,240
New +$300K ﹤0.01% 1627
2016
Q2 		– Sell
-9,276
Closed -$1M – 1191
2016
Q1 		$1M Buy
+9,276
New +$959K 0.01% 711

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace's WDFC Position: Q1 2026 in Review

Marshall Wace reduced its WD-40 (WDFC) stake by 4.8% in Q1 2026, selling an estimated $1.34M and leaving 118,388 shares worth $24.1M. The position accounts for 0.02% of the portfolio, ranked #632.

Marshall Wace first reported a position in WDFC in Q1 2016 and has held it in 20 quarters since. The position peaked at $30.6M in Q4 2023. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Marshall Wace held 118,388 shares of WD-40 worth $24.1M as of Q1 2026.
  • Marshall Wace sold 6,022 WD-40 shares in Q1 2026, an estimated $1.34M.
  • WD-40 made up 0.02% of Marshall Wace's portfolio in Q1 2026, its #632 holding.
  • Marshall Wace first reported a position in WD-40 in Q1 2016 and has held it in 20 quarters since.
  • Marshall Wace's WD-40 position peaked at $30.6M in Q4 2023.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.