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TrueMark Investments’s WD-40 WDFC Stock Holding History

TrueMark Investments’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
2025
Q4 		– Sell
-13,879
Closed -$2.74M – 291
2025
Q3 		$2.74M Buy
13,879
+8,363
+152% +$1.81M 0.48% 73
2025
Q2 		$1.26M Buy
+5,516
New +$1.3M 0.27% 104

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TrueMark Investments's WDFC Position: Q4 2025 in Review

TrueMark Investments sold out of WD-40 (WDFC) in Q4 2025, closing a stake of 13,879 shares — an estimated $2.74M sold.

TrueMark Investments first reported a position in WDFC in Q2 2025 and held it in 2 quarters. The position peaked at $2.74M in Q3 2025. 382 funds tracked by Wall St. Rank hold WDFC as of Q4 2025.

  • TrueMark Investments reported no remaining WD-40 position as of Q4 2025 after selling out during the quarter.
  • TrueMark Investments sold 13,879 WD-40 shares in Q4 2025, an estimated $2.74M.
  • TrueMark Investments first reported a position in WD-40 in Q2 2025 and held it in 2 quarters.
  • TrueMark Investments's WD-40 position peaked at $2.74M in Q3 2025.
  • 382 funds tracked by Wall St. Rank held WD-40 as of Q4 2025.

Based on TrueMark Investments's 13F filing for Q4 2025, filed 14 Jan 2026.