Sound Income Strategies’s WD-40 WDFC Stock Holding History

Sound Income Strategies’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	–	Sell	-11	Closed	-$2.26K	–	2376
2026 Q1	$2.26K	Hold	11	–	–	﹤0.01%	2117
2025 Q4	$2.25K	Buy	+11	New	+$2.17K	﹤0.01%	2104

Other funds holding WDFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sound Income Strategies's WDFC Position: Q2 2026 in Review

Sound Income Strategies sold out of WD-40 (WDFC) in Q2 2026, closing a stake of 11 shares — an estimated $2.26K sold.

Sound Income Strategies first reported a position in WDFC in Q4 2025 and held it in 2 quarters. The position peaked at $2.26K in Q1 2026. 302 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

Sound Income Strategies reported no remaining WD-40 position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 11 WD-40 shares in Q2 2026, an estimated $2.26K.
Sound Income Strategies first reported a position in WD-40 in Q4 2025 and held it in 2 quarters.
Sound Income Strategies's WD-40 position peaked at $2.26K in Q1 2026.
302 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.