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Rothschild Investment LLC’s WD-40 WDFC Stock Holding History

Rothschild Investment LLC’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 		$20.5K Buy
84
+17
+25% +$3.64K ﹤0.01% 1543
2026
Q1 		$13.7K Buy
67
+24
+56% +$5.36K ﹤0.01% 1564
2025
Q4 		$8.47K Buy
43
+42
+4,200% +$8.28K ﹤0.01% 1634
2025
Q3 		$198 Sell
1
-25
-96% -$5.42K ﹤0.01% 3003
2025
Q2 		$5.93K Buy
26
+2
+8% +$471 ﹤0.01% 1431
2025
Q1 		$5.86K Buy
24
+14
+140% +$3.31K ﹤0.01% 1363
2024
Q4 		$2.43K Sell
10
-9
-47% -$2.4K ﹤0.01% 1691
2024
Q3 		$4.92K Buy
19
+7
+58% +$1.76K ﹤0.01% 1301
2024
Q2 		$2.64K Buy
12
+3
+33% +$694 ﹤0.01% 1317
2024
Q1 		$2.28K Buy
+9
New +$2.33K ﹤0.01% 1201

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rothschild Investment LLC's WDFC Position: Q2 2026 in Review

Rothschild Investment LLC increased its WD-40 (WDFC) stake by 25% in Q2 2026, buying an estimated $3.64K and bringing the position to 84 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Rothschild Investment LLC first reported a position in WDFC in Q1 2024 and has held it in 10 quarters since. 173 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Rothschild Investment LLC held 84 shares of WD-40 worth $20.5K as of Q2 2026.
  • Rothschild Investment LLC bought 17 WD-40 shares in Q2 2026, an estimated $3.64K.
  • WD-40 made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1543 holding.
  • Rothschild Investment LLC first reported a position in WD-40 in Q1 2024 and has held it in 10 quarters since.
  • 173 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.