MPWT
WDFC icon

MassMutual Private Wealth & Trust’s WD-40 WDFC Stock Holding History

MassMutual Private Wealth & Trust’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 		$27.8K Sell
114
-2
-2% -$428 ﹤0.01% 1004
2026
Q1 		$23.7K Hold
116
– – ﹤0.01% 1034
2025
Q4 		$22.8K Buy
116
+74
+176% +$14.6K ﹤0.01% 1057
2025
Q3 		$8.3K Sell
42
-18
-30% -$3.9K ﹤0.01% 1467
2025
Q2 		$13.7K Buy
60
+19
+46% +$4.47K ﹤0.01% 1238
2025
Q1 		$10K Buy
41
+15
+58% +$3.54K ﹤0.01% 1303
2024
Q4 		$6.31K Sell
26
-2
-7% -$533 ﹤0.01% 1440
2024
Q3 		$7.22K Buy
28
+7
+33% +$1.76K ﹤0.01% 1239
2024
Q2 		$4.61K Hold
21
– – ﹤0.01% 1344
2024
Q1 		$5.32K Hold
21
– – ﹤0.01% 1253
2023
Q4 		$5.02K Sell
21
-26
-55% -$5.8K ﹤0.01% 1238
2023
Q3 		$9.55K Buy
47
+18
+62% +$3.85K ﹤0.01% 1023
2023
Q2 		$5.47K Buy
29
+16
+123% +$3.02K ﹤0.01% 1183
2023
Q1 		$2.31K Buy
13
+7
+117% +$1.21K ﹤0.01% 1379
2022
Q4 		$1K Sell
6
-29
-83% -$4.84K ﹤0.01% 1578
2022
Q3 		$6K Hold
35
– – ﹤0.01% 912
2022
Q2 		$7K Buy
35
+27
+338% +$5.04K ﹤0.01% 811
2022
Q1 		$1K Sell
8
-3
-27% -$641 ﹤0.01% 1453
2021
Q4 		$3K Hold
11
– – ﹤0.01% 1037
2021
Q3 		$3K Buy
+11
New +$2.64K ﹤0.01% 1007

Other funds holding WDFC

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MassMutual Private Wealth & Trust's WDFC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its WD-40 (WDFC) stake by 1.7% in Q2 2026, selling an estimated $428 and leaving 114 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

MassMutual Private Wealth & Trust first reported a position in WDFC in Q3 2021 and has held it in 20 quarters since. 119 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • MassMutual Private Wealth & Trust held 114 shares of WD-40 worth $27.8K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 2 WD-40 shares in Q2 2026, an estimated $428.
  • WD-40 made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1004 holding.
  • MassMutual Private Wealth & Trust first reported a position in WD-40 in Q3 2021 and has held it in 20 quarters since.
  • 119 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.