Salem Investment Counselors’s WD-40 WDFC Stock Holding History

Salem Investment Counselors’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	-460	Closed	-$90.9K	–	1145
2025 Q3	$90.9K	Hold	460	–	–	﹤0.01%	483
2025 Q2	$105K	Hold	460	–	–	﹤0.01%	456
2025 Q1	$112K	Hold	460	–	–	﹤0.01%	437
2024 Q4	$112K	Hold	460	–	–	﹤0.01%	436
2024 Q3	$119K	Hold	460	–	–	﹤0.01%	434
2024 Q2	$101K	Hold	460	–	–	﹤0.01%	445
2024 Q1	$117K	Hold	460	–	–	﹤0.01%	432
2023 Q4	$110K	Hold	460	–	–	﹤0.01%	430
2023 Q3	$93.5K	Sell	460 -100	-18%	-$21.4K	﹤0.01%	423
2023 Q2	$106K	Hold	560	–	–	﹤0.01%	409
2023 Q1	$99.7K	Buy	+560	New	+$96.7K	﹤0.01%	417
2017 Q1	–	Sell	-20	Closed	-$2K	–	687
2016 Q4	$2K	Buy	+20	New	+$2.2K	﹤0.01%	635

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Salem Investment Counselors's WDFC Position: Q4 2025 in Review

Salem Investment Counselors sold out of WD-40 (WDFC) in Q4 2025, closing a stake of 460 shares — an estimated $90.9K sold.

Salem Investment Counselors first reported a position in WDFC in Q4 2016 and held it in 12 quarters. The position peaked at $119K in Q3 2024. 382 funds tracked by Wall St. Rank hold WDFC as of Q4 2025.

Salem Investment Counselors reported no remaining WD-40 position as of Q4 2025 after selling out during the quarter.
Salem Investment Counselors sold 460 WD-40 shares in Q4 2025, an estimated $90.9K.
Salem Investment Counselors first reported a position in WD-40 in Q4 2016 and held it in 12 quarters.
Salem Investment Counselors's WD-40 position peaked at $119K in Q3 2024.
382 funds tracked by Wall St. Rank held WD-40 as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.