Prospera Financial Services
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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
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
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ceredex Value Advisors
Ceredex Value Advisors Orlando, Florida $3.21B AUM 33.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 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. 163 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.
  • 163 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.