Smartleaf Asset Management’s WD-40 WDFC Stock Holding History

Smartleaf Asset Management’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 Q1	$172K	Sell	843 -131	-13%	-$29.3K	0.01%	845
2025 Q4	$194K	Buy	974 +21	+2%	+$4.14K	0.01%	816
2025 Q3	$186K	Buy	953 +56	+6%	+$12.1K	0.01%	762
2025 Q2	$205K	Buy	897 +19	+2%	+$4.47K	0.02%	568
2025 Q1	$212K	Buy	878 +2	+0.2%	+$473	0.02%	551
2024 Q4	$212K	Buy	876 +354	+68%	+$94.3K	0.02%	520
2024 Q3	$134K	Buy	522 +110	+27%	+$27.6K	0.02%	615
2024 Q2	$91.1K	Buy	412 +95	+30%	+$22K	0.01%	602
2024 Q1	$79.2K	Buy	317 +17	+6%	+$4.4K	0.02%	578
2023 Q4	$72.3K	Buy	+300	New	+$67K	0.02%	481

Other funds holding WDFC

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Smartleaf Asset Management's WDFC Position: Q1 2026 in Review

Smartleaf Asset Management reduced its WD-40 (WDFC) stake by 13% in Q1 2026, selling an estimated $29.3K and leaving 843 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #845.

Smartleaf Asset Management first reported a position in WDFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $212K in Q1 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

Smartleaf Asset Management held 843 shares of WD-40 worth $172K as of Q1 2026.
Smartleaf Asset Management sold 131 WD-40 shares in Q1 2026, an estimated $29.3K.
WD-40 made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #845 holding.
Smartleaf Asset Management first reported a position in WD-40 in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's WD-40 position peaked at $212K in Q1 2025.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.