One Wealth Advisors’s WD-40 WDFC Stock Holding History

One Wealth 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	$1.61M	Sell	7,896 -900	-10%	-$201K	0.2%	74
2025 Q4	$1.73M	Sell	8,796 -900	-9%	-$177K	0.21%	72
2025 Q3	$1.92M	Sell	9,696 -900	-8%	-$195K	0.24%	70
2025 Q2	$2.42M	Sell	10,596 -900	-8%	-$212K	0.34%	56
2025 Q1	$2.81M	Sell	11,496 -900	-7%	-$213K	0.42%	48
2024 Q4	$3.01M	Sell	12,396 -900	-7%	-$240K	0.45%	43
2024 Q3	$3.43M	Sell	13,296 -300	-2%	-$75.2K	0.53%	39
2024 Q2	$3.41M	Sell	13,596 -1,500	-10%	-$347K	0.73%	25
2024 Q1	$3.82M	Sell	15,096 -900	-6%	-$233K	0.67%	34
2023 Q4	$3.82M	Sell	15,996 -900	-5%	-$201K	0.74%	34
2023 Q3	$3.43M	Buy	+16,896	New	+$3.61M	0.76%	33

Other funds holding WDFC

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

One Wealth Advisors's WDFC Position: Q1 2026 in Review

One Wealth Advisors reduced its WD-40 (WDFC) stake by 10% in Q1 2026, selling an estimated $201K and leaving 7,896 shares worth $1.61M. The position accounts for 0.2% of the portfolio, ranked #74.

One Wealth Advisors first reported a position in WDFC in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.82M in Q4 2023. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

One Wealth Advisors held 7,896 shares of WD-40 worth $1.61M as of Q1 2026.
One Wealth Advisors sold 900 WD-40 shares in Q1 2026, an estimated $201K.
WD-40 made up 0.2% of One Wealth Advisors's portfolio in Q1 2026, its #74 holding.
One Wealth Advisors first reported a position in WD-40 in Q3 2023 and has held it in 11 quarters since.
One Wealth Advisors's WD-40 position peaked at $3.82M in Q4 2023.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.