VF
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Vest Financial’s WD-40 WDFC Stock Holding History

Vest Financial’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 		$6.1M Sell
25,019
-6,159
-20% -$1.32M 0.06% 227
2026
Q1 		$6.36M Buy
31,178
+10,067
+48% +$2.25M 0.08% 209
2025
Q4 		$4.16M Buy
21,111
+9,235
+78% +$1.82M 0.05% 244
2025
Q3 		$2.35M Buy
11,876
+7,393
+165% +$1.6M 0.03% 290
2025
Q2 		$1.02M Buy
+4,483
New +$1.05M 0.01% 345

Other funds holding WDFC

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

Vest Financial's WDFC Position: Q2 2026 in Review

Vest Financial reduced its WD-40 (WDFC) stake by 20% in Q2 2026, selling an estimated $1.32M and leaving 25,019 shares worth $6.1M. The position accounts for 0.06% of the portfolio, ranked #227.

Vest Financial first reported a position in WDFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.36M in Q1 2026. 113 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Vest Financial held 25,019 shares of WD-40 worth $6.1M as of Q2 2026.
  • Vest Financial sold 6,159 WD-40 shares in Q2 2026, an estimated $1.32M.
  • WD-40 made up 0.06% of Vest Financial's portfolio in Q2 2026, its #227 holding.
  • Vest Financial first reported a position in WD-40 in Q2 2025 and has held it in 5 quarters since.
  • Vest Financial's WD-40 position peaked at $6.36M in Q1 2026.
  • 113 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.