Root Financial Partners
WDFC icon

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
Q3 		$9.9K Buy
+49
New +$10.9K ﹤0.01% 1915
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Root Financial Partners's WDFC Position: Q3 2026 in Review

Root Financial Partners opened a new position in WD-40 (WDFC) in Q3 2026: 49 shares worth $9.9K. The stake represents ﹤0.01% of the portfolio and ranks #1915 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WDFC as recently as Q1 2026.

Root Financial Partners first reported a position in WDFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.4K in Q1 2026. 290 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

  • Root Financial Partners held 49 shares of WD-40 worth $9.9K as of Q3 2026.
  • WD-40 was a new Root Financial Partners position in Q3 2026.
  • WD-40 made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1915 holding.
  • Root Financial Partners first reported a position in WD-40 in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's WD-40 position peaked at $11.4K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.