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Versor Investments’s WD-40 WDFC Stock Holding History

Versor 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
2024
Q4 		– Sell
-898
Closed -$232K – 1003
2024
Q3 		$232K Buy
+898
New +$225K 0.04% 670
2024
Q2 		– Sell
-2,496
Closed -$632K – 952
2024
Q1 		$632K Buy
+2,496
New +$646K 0.13% 264
2021
Q4 		– Sell
-2,135
Closed -$494K – 669
2021
Q3 		$494K Buy
+2,135
New +$512K 0.02% 254

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Versor Investments's WDFC Position: Q4 2024 in Review

Versor Investments sold out of WD-40 (WDFC) in Q4 2024, closing a stake of 898 shares — an estimated $232K sold.

Versor Investments first reported a position in WDFC in Q3 2021 and held it in 3 quarters. The position peaked at $632K in Q1 2024. 370 funds tracked by Wall St. Rank hold WDFC as of Q4 2024.

  • Versor Investments reported no remaining WD-40 position as of Q4 2024 after selling out during the quarter.
  • Versor Investments sold 898 WD-40 shares in Q4 2024, an estimated $232K.
  • Versor Investments first reported a position in WD-40 in Q3 2021 and held it in 3 quarters.
  • Versor Investments's WD-40 position peaked at $632K in Q1 2024.
  • 370 funds tracked by Wall St. Rank held WD-40 as of Q4 2024.

Based on Versor Investments's 13F filing for Q4 2024, filed 5 Feb 2025.