TWD
WDFC icon

True Wealth Design’s WD-40 WDFC Stock Holding History

True Wealth Design’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 		$244 Buy
+1
New +$214 ﹤0.01% 2404
2025
Q4 		– Sell
-3
Closed -$593 – 2842
2025
Q3 		$593 Buy
+3
New +$650 ﹤0.01% 1952

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's WDFC Position: Q2 2026 in Review

True Wealth Design opened a new position in WD-40 (WDFC) in Q2 2026: 1 share worth $244. The stake represents ﹤0.01% of the portfolio and ranks #2404 among its holdings. This is a return to the name: True Wealth Design previously reported a position in WDFC as recently as Q3 2025.

True Wealth Design first reported a position in WDFC in Q3 2025 and has held it in 2 quarters since. The position peaked at $593 in Q3 2025. 35 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • True Wealth Design held 1 share of WD-40 worth $244 as of Q2 2026.
  • WD-40 was a new True Wealth Design position in Q2 2026.
  • WD-40 made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2404 holding.
  • True Wealth Design first reported a position in WD-40 in Q3 2025 and has held it in 2 quarters since.
  • True Wealth Design's WD-40 position peaked at $593 in Q3 2025.
  • 35 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.