TD Private Client Wealth’s WD-40 WDFC Stock Holding History

TD Private Client Wealth’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	$986	Buy	5 +4	+400%	+$893	﹤0.01%	1392
2025 Q4	$164	Hold	1	–	–	﹤0.01%	1558
2025 Q3	$165	Hold	1	–	–	﹤0.01%	1501
2025 Q2	$190	Hold	1	–	–	﹤0.01%	1374
2025 Q1	$204	Sell	1 -6	-86%	-$1.42K	﹤0.01%	1380
2024 Q4	$1.66K	Hold	7	–	–	﹤0.01%	1209
2024 Q3	$1.76K	Buy	7 +6	+600%	+$1.5K	﹤0.01%	1196
2024 Q2	$183	Sell	1 -90	-99%	-$20.8K	﹤0.01%	1201
2024 Q1	$23.1K	Hold	91	–	–	﹤0.01%	932
2023 Q4	$21.8K	Hold	91	–	–	﹤0.01%	945
2023 Q3	$18.5K	Hold	91	–	–	﹤0.01%	946
2023 Q2	$17.2K	Hold	91	–	–	﹤0.01%	970
2023 Q1	$16.2K	Hold	91	–	–	﹤0.01%	970
2022 Q4	$14.7K	Sell	91 -2	-2%	-$334	﹤0.01%	960
2022 Q3	$16.3K	Hold	93	–	–	﹤0.01%	941
2022 Q2	$18.7K	Hold	93	–	–	﹤0.01%	929
2022 Q1	$17K	Hold	93	–	–	﹤0.01%	973
2021 Q4	$22.8K	Buy	93 +2	+2%	+$466	﹤0.01%	841
2021 Q3	$21.1K	Hold	91	–	–	﹤0.01%	844
2021 Q2	$23.3K	Hold	91	–	–	﹤0.01%	836
2021 Q1	$27.9K	Sell	91 -16	-15%	-$4.85K	﹤0.01%	789
2020 Q4	$28.4K	Hold	107	–	–	﹤0.01%	738
2020 Q3	$20.3K	Hold	107	–	–	﹤0.01%	731
2020 Q2	$21.2K	Buy	107 +91	+569%	+$16.5K	﹤0.01%	719
2020 Q1	$3.21K	Sell	16 -3	-16%	-$565	﹤0.01%	842
2019 Q4	$3.69K	Buy	+19	New	+$3.58K	﹤0.01%	845

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

TD Private Client Wealth's WDFC Position: Q1 2026 in Review

TD Private Client Wealth increased its WD-40 (WDFC) stake by 400% in Q1 2026, buying an estimated $893 and bringing the position to 5 shares worth $986. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

TD Private Client Wealth first reported a position in WDFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $28.4K in Q4 2020. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

TD Private Client Wealth held 5 shares of WD-40 worth $986 as of Q1 2026.
TD Private Client Wealth bought 4 WD-40 shares in Q1 2026, an estimated $893.
WD-40 made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1392 holding.
TD Private Client Wealth first reported a position in WD-40 in Q4 2019 and has held it in 26 quarters since.
TD Private Client Wealth's WD-40 position peaked at $28.4K in Q4 2020.
380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.