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NewEdge Advisors’s WD-40 WDFC Stock Holding History

NewEdge Advisors’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 		$262K Sell
1,284
-1,531
-54% -$342K ﹤0.01% 2440
2025
Q4 		$554K Buy
2,815
+1,341
+91% +$264K ﹤0.01% 1895
2025
Q3 		$291K Buy
1,474
+12
+0.8% +$2.6K ﹤0.01% 2191
2025
Q2 		$333K Sell
1,462
-116
-7% -$27.3K ﹤0.01% 1954
2025
Q1 		$385K Buy
1,578
+98
+7% +$23.2K ﹤0.01% 1742
2024
Q4 		$359K Buy
1,480
+475
+47% +$127K ﹤0.01% 1768
2024
Q3 		$259K Buy
1,005
+704
+234% +$177K ﹤0.01% 1891
2024
Q2 		$66.1K Buy
301
+268
+812% +$62K ﹤0.01% 2256
2024
Q1 		$8.36K Buy
33
+22
+200% +$5.69K ﹤0.01% 2952
2023
Q4 		$2.63K Sell
11
-9
-45% -$2.01K ﹤0.01% 3289
2023
Q3 		$4.07K Buy
20
+9
+82% +$1.93K ﹤0.01% 2870
2023
Q2 		$2.08K Buy
+11
New +$2.08K ﹤0.01% 3087
2023
Q1 		– Sell
-31
Closed -$5K – 4167
2022
Q4 		$5K Buy
+31
New +$5.17K ﹤0.01% 2593

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

NewEdge Advisors's WDFC Position: Q1 2026 in Review

NewEdge Advisors reduced its WD-40 (WDFC) stake by 54% in Q1 2026, selling an estimated $342K and leaving 1,284 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #2440.

NewEdge Advisors first reported a position in WDFC in Q4 2022 and has held it in 13 quarters since. The position peaked at $554K in Q4 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • NewEdge Advisors held 1,284 shares of WD-40 worth $262K as of Q1 2026.
  • NewEdge Advisors sold 1,531 WD-40 shares in Q1 2026, an estimated $342K.
  • WD-40 made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2440 holding.
  • NewEdge Advisors first reported a position in WD-40 in Q4 2022 and has held it in 13 quarters since.
  • NewEdge Advisors's WD-40 position peaked at $554K in Q4 2025.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.