Prospera Financial Services’s WD-40 WDFC Stock Holding History

Prospera Financial Services’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 Q3	–	Sell	-828	Closed	-$202K	–	1634
2026 Q2	$202K	Buy	+828	New	+$177K	﹤0.01%	1396
2025 Q3	–	Sell	-879	Closed	-$201K	–	1406
2025 Q2	$201K	Hold	879	–	–	﹤0.01%	1254
2025 Q1	$215K	Hold	879	–	–	﹤0.01%	1106
2024 Q4	$214K	Hold	879	–	–	0.01%	1064
2024 Q3	$227K	Buy	+879	New	+$220K	0.01%	1031
2024 Q2	–	Sell	-879	Closed	-$223K	–	1190
2024 Q1	$223K	Hold	879	–	–	0.01%	1002
2023 Q4	$210K	Buy	+879	New	+$196K	0.01%	987
2022 Q2	–	Sell	-956	Closed	-$175K	–	2616
2022 Q1	$175K	Sell	956 -345	-27%	-$73.7K	0.01%	923
2021 Q4	$319K	Sell	1,301 -218	-14%	-$50.8K	0.01%	690
2021 Q3	$352K	Buy	+1,519	New	+$364K	0.02%	623
2021 Q2	–	Sell	-748	Closed	-$230K	–	828
2021 Q1	$230K	Buy	+748	New	+$227K	0.01%	690

Other funds holding WDFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Prospera Financial Services's WDFC Position: Q3 2026 in Review

Prospera Financial Services sold out of WD-40 (WDFC) in Q3 2026, closing a stake of 828 shares — an estimated $202K sold.

Prospera Financial Services first reported a position in WDFC in Q1 2021 and held it in 11 quarters. The position peaked at $352K in Q3 2021. 157 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

Prospera Financial Services reported no remaining WD-40 position as of Q3 2026 after selling out during the quarter.
Prospera Financial Services sold 828 WD-40 shares in Q3 2026, an estimated $202K.
Prospera Financial Services first reported a position in WD-40 in Q1 2021 and held it in 11 quarters.
Prospera Financial Services's WD-40 position peaked at $352K in Q3 2021.
157 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.