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Rise Advisors’s WD-40 WDFC Stock Holding History

Rise Advisors’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
-7
Closed -$1.38K – 1420
2025
Q3 		$1.38K Buy
+7
New +$1.52K ﹤0.01% 1230

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

Rise Advisors's WDFC Position: Q4 2025 in Review

Rise Advisors sold out of WD-40 (WDFC) in Q4 2025, closing a stake of 7 shares — an estimated $1.38K sold.

Rise Advisors first reported a position in WDFC in Q3 2025 and held it in 1 quarter. The position peaked at $1.38K in Q3 2025. 382 funds tracked by Wall St. Rank hold WDFC as of Q4 2025.

  • Rise Advisors reported no remaining WD-40 position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 7 WD-40 shares in Q4 2025, an estimated $1.38K.
  • Rise Advisors first reported a position in WD-40 in Q3 2025 and held it in 1 quarter.
  • Rise Advisors's WD-40 position peaked at $1.38K in Q3 2025.
  • 382 funds tracked by Wall St. Rank held WD-40 as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.