NewSquare Capital’s WD-40 WDFC Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-1	Closed	-$228	–	1227
2025 Q2	$228	Buy	+1	New	+$235	﹤0.01%	1230

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewSquare Capital's WDFC Position: Q3 2025 in Review

NewSquare Capital sold out of WD-40 (WDFC) in Q3 2025, closing a stake of 1 share — an estimated $228 sold.

NewSquare Capital first reported a position in WDFC in Q2 2025 and held it in 1 quarter. The position peaked at $228 in Q2 2025. 374 funds tracked by Wall St. Rank hold WDFC as of Q3 2025.

NewSquare Capital reported no remaining WD-40 position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 1 WD-40 share in Q3 2025, an estimated $228.
NewSquare Capital first reported a position in WD-40 in Q2 2025 and held it in 1 quarter.
NewSquare Capital's WD-40 position peaked at $228 in Q2 2025.
374 funds tracked by Wall St. Rank held WD-40 as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.