Optima Capital’s WD-40 WDFC Stock Holding History

Optima 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 Q1	–	Sell	-2	Closed	-$394	–	1304
2025 Q4	$394	Buy	+2	New	+$394	﹤0.01%	1308

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

Optima Capital's WDFC Position: Q1 2026 in Review

Optima Capital sold out of WD-40 (WDFC) in Q1 2026, closing a stake of 2 shares — an estimated $394 sold.

Optima Capital first reported a position in WDFC in Q4 2025 and held it in 1 quarter. The position peaked at $394 in Q4 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

Optima Capital reported no remaining WD-40 position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 2 WD-40 shares in Q1 2026, an estimated $394.
Optima Capital first reported a position in WD-40 in Q4 2025 and held it in 1 quarter.
Optima Capital's WD-40 position peaked at $394 in Q4 2025.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.