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SageView Advisory Group’s WD-40 WDFC Stock Holding History

SageView Advisory Group’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 		$12.8K Buy
+65
New +$12.8K ﹤0.01% 1619

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

SageView Advisory Group's WDFC Position: Q4 2025 in Review

SageView Advisory Group opened a new position in WD-40 (WDFC) in Q4 2025: 65 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #1619 among its holdings.

382 funds tracked by Wall St. Rank hold WDFC as of Q4 2025.

  • SageView Advisory Group held 65 shares of WD-40 worth $12.8K as of Q4 2025.
  • WD-40 was a new SageView Advisory Group position in Q4 2025.
  • WD-40 made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1619 holding.
  • 382 funds tracked by Wall St. Rank held WD-40 as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.