Nisa Investment Advisors
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Nisa Investment Advisors’s WD-40 WDFC Stock Holding History

Nisa Investment 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 		$562K Buy
2,755
+75
+3% +$16.7K ﹤0.01% 935
2025
Q4 		$528K Sell
2,680
-34
-1% -$6.7K ﹤0.01% 985
2025
Q3 		$536K Buy
2,714
+23
+0.9% +$4.98K ﹤0.01% 999
2025
Q2 		$614K Buy
2,691
+4
+0.1% +$941 ﹤0.01% 947
2025
Q1 		$656K Sell
2,687
-85
-3% -$20.1K ﹤0.01% 933
2024
Q4 		$673K Buy
2,772
+1
+0% +$266 ﹤0.01% 986
2024
Q3 		$715K Sell
2,771
-183
-6% -$45.9K ﹤0.01% 944
2024
Q2 		$649K Sell
2,954
-55
-2% -$12.7K ﹤0.01% 1000
2024
Q1 		$762K Buy
3,009
+95
+3% +$24.6K 0.01% 951
2023
Q4 		$697K Sell
2,914
-50
-2% -$11.2K ﹤0.01% 954
2023
Q3 		$602K Buy
2,964
+185
+7% +$39.6K ﹤0.01% 1010
2023
Q2 		$524K Buy
2,779
+15
+0.5% +$2.83K ﹤0.01% 1062
2023
Q1 		$492K Sell
2,764
-250
-8% -$43.2K ﹤0.01% 1073
2022
Q4 		$486K Hold
3,014
– – ﹤0.01% 1127
2022
Q3 		$524K Buy
3,014
+9
+0.3% +$1.68K ﹤0.01% 1017
2022
Q2 		$605K Buy
3,005
+225
+8% +$42K 0.01% 987
2022
Q1 		$509K Sell
2,780
-315
-10% -$67.3K ﹤0.01% 1076
2021
Q4 		$688K Sell
3,095
-180
-5% -$41.9K 0.01% 936
2021
Q3 		$758 Hold
3,275
– – ﹤0.01% 1000
2021
Q2 		$839 Sell
3,275
-525
-14% -$134K 0.01% 999
2021
Q1 		$1.16K Hold
3,800
– – 0.01% 898
2020
Q4 		$1.01M Buy
3,800
+100
+3% +$24.2K 0.01% 925
2020
Q3 		$700K Buy
3,700
+775
+26% +$152K 0.01% 928
2020
Q2 		$580K Buy
2,925
+15
+0.5% +$2.72K 0.01% 966
2020
Q1 		$584K Buy
2,910
+50
+2% +$9.42K 0.01% 869
2019
Q4 		$555K Hold
2,860
– – ﹤0.01% 1060
2019
Q3 		$525K Hold
2,860
– – ﹤0.01% 1075
2019
Q2 		$455K Hold
2,860
– – ﹤0.01% 1107
2019
Q1 		$485K Sell
2,860
-50
-2% -$8.81K ﹤0.01% 1068
2018
Q4 		$533K Hold
2,910
– – 0.01% 974
2018
Q3 		$501K Sell
2,910
-30
-1% -$5.02K ﹤0.01% 1094
2018
Q2 		$430K Sell
2,940
-150
-5% -$20.7K ﹤0.01% 1100
2018
Q1 		$405K Buy
3,090
+300
+11% +$37.8K ﹤0.01% 1080
2017
Q4 		$329K Hold
2,790
– – ﹤0.01% 1143
2017
Q3 		$312K Hold
2,790
– – ﹤0.01% 1146
2017
Q2 		$308K Sell
2,790
-70
-2% -$7.45K ﹤0.01% 1137
2017
Q1 		$312K Sell
2,860
-140
-5% -$15.2K ﹤0.01% 1151
2016
Q4 		$351K Buy
3,000
+100
+3% +$11K ﹤0.01% 1133
2016
Q3 		$326K Hold
2,900
– – ﹤0.01% 1118
2016
Q2 		$341K Hold
2,900
– – ﹤0.01% 1103
2016
Q1 		$313K Hold
2,900
– – ﹤0.01% 1121
2015
Q4 		$286K Hold
2,900
– – ﹤0.01% 1098
2015
Q3 		$258K Buy
2,900
+300
+12% +$26.1K ﹤0.01% 1144
2015
Q2 		$227K Hold
2,600
– – ﹤0.01% 1229
2015
Q1 		$230K Buy
2,600
+200
+8% +$16.8K ﹤0.01% 1256
2014
Q4 		$204K Buy
+2,400
New +$183K ﹤0.01% 1245

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Nisa Investment Advisors's WDFC Position: Q1 2026 in Review

Nisa Investment Advisors increased its WD-40 (WDFC) stake by 2.8% in Q1 2026, buying an estimated $16.7K and bringing the position to 2,755 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Nisa Investment Advisors first reported a position in WDFC in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.01M in Q4 2020. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Nisa Investment Advisors held 2,755 shares of WD-40 worth $562K as of Q1 2026.
  • Nisa Investment Advisors bought 75 WD-40 shares in Q1 2026, an estimated $16.7K.
  • WD-40 made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #935 holding.
  • Nisa Investment Advisors first reported a position in WD-40 in Q4 2014 and has held it in 46 quarters since.
  • Nisa Investment Advisors's WD-40 position peaked at $1.01M in Q4 2020.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.