NA
WDFC icon

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
Q2 		$286K Sell
1,175
-109
-8% -$23.3K ﹤0.01% 2528
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NewEdge Advisors's WDFC Position: Q2 2026 in Review

NewEdge Advisors reduced its WD-40 (WDFC) stake by 8.5% in Q2 2026, selling an estimated $23.3K and leaving 1,175 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #2528.

NewEdge Advisors first reported a position in WDFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $554K in Q4 2025. 386 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • NewEdge Advisors held 1,175 shares of WD-40 worth $286K as of Q2 2026.
  • NewEdge Advisors sold 109 WD-40 shares in Q2 2026, an estimated $23.3K.
  • WD-40 made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2528 holding.
  • NewEdge Advisors first reported a position in WD-40 in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's WD-40 position peaked at $554K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.