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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
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

WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Prospera Financial Services's WDFC Position: Q2 2026 in Review

Prospera Financial Services opened a new position in WD-40 (WDFC) in Q2 2026: 828 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1396 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in WDFC as recently as Q2 2025.

Prospera Financial Services first reported a position in WDFC in Q1 2021 and has held it in 11 quarters since. The position peaked at $352K in Q3 2021. 35 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Prospera Financial Services held 828 shares of WD-40 worth $202K as of Q2 2026.
  • WD-40 was a new Prospera Financial Services position in Q2 2026.
  • WD-40 made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1396 holding.
  • Prospera Financial Services first reported a position in WD-40 in Q1 2021 and has held it in 11 quarters since.
  • Prospera Financial Services's WD-40 position peaked at $352K in Q3 2021.
  • 35 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.