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 Q2	$1.7M	Sell	6,996 -900	-11%	-$193K	0.19%	76
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

One Wealth Advisors's WDFC Position: Q2 2026 in Review

One Wealth Advisors reduced its WD-40 (WDFC) stake by 11% in Q2 2026, selling an estimated $193K and leaving 6,996 shares worth $1.7M. The position accounts for 0.19% of the portfolio, ranked #76.

One Wealth Advisors first reported a position in WDFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.82M in Q4 2023. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

One Wealth Advisors held 6,996 shares of WD-40 worth $1.7M as of Q2 2026.
One Wealth Advisors sold 900 WD-40 shares in Q2 2026, an estimated $193K.
WD-40 made up 0.19% of One Wealth Advisors's portfolio in Q2 2026, its #76 holding.
One Wealth Advisors first reported a position in WD-40 in Q3 2023 and has held it in 12 quarters since.
One Wealth Advisors's WD-40 position peaked at $3.82M in Q4 2023.
387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.