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Principal Securities’s WD-40 WDFC Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-45
Closed -$8.89K – 3475
2025
Q3 		$8.89K Buy
45
+7
+18% +$1.52K ﹤0.01% 2764
2025
Q2 		$8.67K Sell
38
-207
-84% -$48.7K ﹤0.01% 2669
2025
Q1 		$59.5K Hold
245
– – ﹤0.01% 1684
2024
Q4 		$59.5K Hold
245
– – ﹤0.01% 1682
2024
Q3 		$63.2K Buy
245
+5
+2% +$1.25K ﹤0.01% 1589
2024
Q2 		$52.7K Sell
240
-6
-2% -$1.39K ﹤0.01% 1601
2024
Q1 		$62.3K Sell
246
-5
-2% -$1.29K ﹤0.01% 1471
2023
Q4 		$60K Buy
+251
New +$56K ﹤0.01% 1405

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Securities's WDFC Position: Q4 2025 in Review

Principal Securities sold out of WD-40 (WDFC) in Q4 2025, closing a stake of 45 shares — an estimated $8.89K sold.

Principal Securities first reported a position in WDFC in Q4 2023 and held it in 8 quarters. The position peaked at $63.2K in Q3 2024. 382 funds tracked by Wall St. Rank hold WDFC as of Q4 2025.

  • Principal Securities reported no remaining WD-40 position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 45 WD-40 shares in Q4 2025, an estimated $8.89K.
  • Principal Securities first reported a position in WD-40 in Q4 2023 and held it in 8 quarters.
  • Principal Securities's WD-40 position peaked at $63.2K in Q3 2024.
  • 382 funds tracked by Wall St. Rank held WD-40 as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.