Oakworth Capital’s WD-40 WDFC Stock Holding History

Oakworth 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
2026 Q2	$6.58K	Hold	27	–	–	﹤0.01%	746
2026 Q1	$5.51K	Hold	27	–	–	﹤0.01%	723
2025 Q4	$5.32K	Buy	+27	New	+$5.32K	﹤0.01%	728

Other funds holding WDFC

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Oakworth Capital's WDFC Position: Q2 2026 in Review

Oakworth Capital held its WD-40 (WDFC) position steady in Q2 2026 at 27 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Oakworth Capital first reported a position in WDFC in Q4 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

Oakworth Capital held 27 shares of WD-40 worth $6.58K as of Q2 2026.
Oakworth Capital left its WD-40 share count unchanged in Q2 2026.
WD-40 made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #746 holding.
Oakworth Capital first reported a position in WD-40 in Q4 2025 and has held it in 3 quarters since.
122 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.