TPWA
WDFC icon

Twin Peaks Wealth Advisors’s WD-40 WDFC Stock Holding History

Twin Peaks Wealth Advisors’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 		$9.38K Buy
+46
New +$10.3K ﹤0.01% 1098
2025
Q3 		– Sell
-37
Closed -$8.15K – 2121
2025
Q2 		$8.15K Buy
+37
New +$8.71K ﹤0.01% 1047

Other funds holding WDFC

BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Twin Peaks Wealth Advisors's WDFC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in WD-40 (WDFC) in Q1 2026: 46 shares worth $9.38K. The stake represents ﹤0.01% of the portfolio and ranks #1098 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WDFC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WDFC in Q2 2025 and has held it in 2 quarters since. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 46 shares of WD-40 worth $9.38K as of Q1 2026.
  • WD-40 was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • WD-40 made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1098 holding.
  • Twin Peaks Wealth Advisors first reported a position in WD-40 in Q2 2025 and has held it in 2 quarters since.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.