MIM
WDFC icon

Morningstar Investment Management’s WD-40 WDFC Stock Holding History

Morningstar Investment Management’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 		$479K Hold
2,349
– – 0.03% 266
2026
Q1 		$479K Sell
2,349
-962
-29% -$215K 0.03% 264
2025
Q4 		$652K Hold
3,311
– – 0.04% 257
2025
Q3 		$654K Buy
+3,311
New +$717K 0.02% 407

Other funds holding WDFC

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Morningstar Investment Management's WDFC Position: Q2 2026 in Review

Morningstar Investment Management held its WD-40 (WDFC) position steady in Q2 2026 at 2,349 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #266.

Morningstar Investment Management first reported a position in WDFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $654K in Q3 2025. 105 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Morningstar Investment Management held 2,349 shares of WD-40 worth $479K as of Q2 2026.
  • Morningstar Investment Management left its WD-40 share count unchanged in Q2 2026.
  • WD-40 made up 0.03% of Morningstar Investment Management's portfolio in Q2 2026, its #266 holding.
  • Morningstar Investment Management first reported a position in WD-40 in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's WD-40 position peaked at $654K in Q3 2025.
  • 105 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.