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Root Financial Partners’s WD-40 WDFC Stock Holding History

Root Financial Partners’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 		– Sell
-56
Closed -$11.4K – 3152
2026
Q1 		$11.4K Buy
56
+12
+27% +$2.68K ﹤0.01% 1618
2025
Q4 		$8.66K Buy
44
+9
+26% +$1.77K ﹤0.01% 1562
2025
Q3 		$6.92K Buy
+35
New +$7.58K ﹤0.01% 1594

Other funds holding WDFC

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Root Financial Partners's WDFC Position: Q2 2026 in Review

Root Financial Partners sold out of WD-40 (WDFC) in Q2 2026, closing a stake of 56 shares — an estimated $11.4K sold.

Root Financial Partners first reported a position in WDFC in Q3 2025 and held it in 3 quarters. The position peaked at $11.4K in Q1 2026. 105 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Root Financial Partners reported no remaining WD-40 position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 56 WD-40 shares in Q2 2026, an estimated $11.4K.
  • Root Financial Partners first reported a position in WD-40 in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's WD-40 position peaked at $11.4K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.