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
Q3 		– Sell
-1
Closed -$244 – 2798
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

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Cullen Investment Group
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's WDFC Position: Q3 2026 in Review

True Wealth Design sold out of WD-40 (WDFC) in Q3 2026, closing a stake of 1 share — an estimated $244 sold.

True Wealth Design first reported a position in WDFC in Q3 2025 and held it in 2 quarters. The position peaked at $593 in Q3 2025. 27 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

  • True Wealth Design reported no remaining WD-40 position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 1 WD-40 share in Q3 2026, an estimated $244.
  • True Wealth Design first reported a position in WD-40 in Q3 2025 and held it in 2 quarters.
  • True Wealth Design's WD-40 position peaked at $593 in Q3 2025.
  • 27 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.