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Sequoia Financial Advisors’s WD-40 WDFC Stock Holding History

Sequoia Financial Advisors’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 		$597K Sell
2,449
-386
-14% -$82.7K ﹤0.01% 1237
2026
Q1 		$578K Buy
2,835
+110
+4% +$24.6K ﹤0.01% 1189
2025
Q4 		$537K Buy
2,725
+635
+30% +$125K ﹤0.01% 1245
2025
Q3 		$413K Buy
2,090
+604
+41% +$131K ﹤0.01% 1225
2025
Q2 		$339K Sell
1,486
-10
-0.7% -$2.35K ﹤0.01% 1205
2025
Q1 		$365K Sell
1,496
-280
-16% -$66.2K ﹤0.01% 985
2024
Q4 		$431K Sell
1,776
-5
-0.3% -$1.33K ﹤0.01% 865
2024
Q3 		$459K Sell
1,781
-210
-11% -$52.7K ﹤0.01% 783
2024
Q2 		$437K Sell
1,991
-7
-0.4% -$1.62K 0.01% 747
2024
Q1 		$506K Sell
1,998
-136
-6% -$35.2K 0.01% 682
2023
Q4 		$510K Buy
+2,134
New +$476K 0.01% 726
2021
Q2 		– Sell
-675
Closed -$207K – 488
2021
Q1 		$207K Buy
+675
New +$205K 0.01% 413

Other funds holding WDFC

WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Sequoia Financial Advisors's WDFC Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its WD-40 (WDFC) stake by 14% in Q2 2026, selling an estimated $82.7K and leaving 2,449 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Sequoia Financial Advisors first reported a position in WDFC in Q1 2021 and has held it in 12 quarters since. 35 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Sequoia Financial Advisors held 2,449 shares of WD-40 worth $597K as of Q2 2026.
  • Sequoia Financial Advisors sold 386 WD-40 shares in Q2 2026, an estimated $82.7K.
  • WD-40 made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1237 holding.
  • Sequoia Financial Advisors first reported a position in WD-40 in Q1 2021 and has held it in 12 quarters since.
  • 35 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.