MassMutual Private Wealth & Trust
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
Q3 		$23.4K Buy
116
+2
+2% +$444 ﹤0.01% 1008
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 		$9.6K Buy
47
+18
+62% +$3.85K ﹤0.01% 1023
2023
Q2 		$5.47K Buy
29
+16
+123% +$3.02K ﹤0.01% 1183
2023
Q1 		$2.32K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ceredex Value Advisors
Ceredex Value Advisors Orlando, Florida $3.21B AUM 33.44% 1-Year Est. Return

MassMutual Private Wealth & Trust's WDFC Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its WD-40 (WDFC) stake by 1.8% in Q3 2026, buying an estimated $444 and bringing the position to 116 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

MassMutual Private Wealth & Trust first reported a position in WDFC in Q3 2021 and has held it in 21 quarters since. The position peaked at $27.8K in Q2 2026. 182 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

  • MassMutual Private Wealth & Trust held 116 shares of WD-40 worth $23.4K as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 2 WD-40 shares in Q3 2026, an estimated $444.
  • WD-40 made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1008 holding.
  • MassMutual Private Wealth & Trust first reported a position in WD-40 in Q3 2021 and has held it in 21 quarters since.
  • MassMutual Private Wealth & Trust's WD-40 position peaked at $27.8K in Q2 2026.
  • 182 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.