Osaic Holdings
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Osaic Holdings’s WD-40 WDFC Stock Holding History

Osaic Holdings’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 -$880 – 8080
2025
Q4 		$880 Buy
+2
New +$394 ﹤0.01% 7309

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Kayne Anderson Rudnick Investment Management
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VCM
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State Street
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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

Osaic Holdings's WDFC Position: Q1 2026 in Review

Osaic Holdings reduced its WD-40 (WDFC) stake by 5% in Q1 2026, selling an estimated $42.6K and leaving 3,650 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #2977.

Osaic Holdings first reported a position in WDFC in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.62M in Q3 2023. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Osaic Holdings held 3,650 shares of WD-40 worth $745K as of Q1 2026.
  • Osaic Holdings sold 191 WD-40 shares in Q1 2026, an estimated $42.6K.
  • WD-40 made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2977 holding.
  • Osaic Holdings first reported a position in WD-40 in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's WD-40 position peaked at $1.62M in Q3 2023.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.