Wealth Alliance
WDFC icon

Wealth Alliance’s WD-40 WDFC Stock Holding History

Wealth Alliance’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 		$259K Sell
1,283
-30
-2% -$6.66K 0.02% 480
2026
Q2 		$320K Buy
1,313
+279
+27% +$59.7K 0.03% 441
2026
Q1 		$211K Buy
1,034
+8
+0.8% +$1.79K 0.02% 526
2025
Q4 		$202K Buy
+1,026
New +$202K 0.02% 537
2025
Q3 		– Sell
-988
Closed -$225K – 601
2025
Q2 		$225K Buy
988
+2
+0.2% +$471 0.03% 495
2025
Q1 		$240K Buy
986
+3
+0.3% +$709 0.03% 450
2024
Q4 		$238K Sell
983
-29
-3% -$7.72K 0.03% 444
2024
Q3 		$261K Sell
1,012
-1
-0.1% -$251 0.03% 432
2024
Q2 		$223K Buy
1,013
+7
+0.7% +$1.62K 0.03% 458
2024
Q1 		$255K Sell
1,006
-4
-0.4% -$1.04K 0.03% 440
2023
Q4 		$242K Sell
1,010
-8
-0.8% -$1.79K 0.03% 442
2023
Q3 		$207K Buy
+1,018
New +$218K 0.03% 458
2022
Q1 		– Sell
-860
Closed -$210K – 485
2021
Q4 		$210K Sell
860
-15
-2% -$3.49K 0.04% 420
2021
Q3 		$203K Sell
875
-15
-2% -$3.6K 0.05% 406
2021
Q2 		$228K Sell
890
-49
-5% -$12.5K 0.05% 384
2021
Q1 		$288K Sell
939
-106
-10% -$32.1K 0.08% 299
2020
Q4 		$278K Buy
+1,045
New +$253K 0.08% 298
2020
Q3 		– Sell
-1,075
Closed -$213K – 324
2020
Q2 		$213K Sell
1,075
-4
-0.4% -$726 0.08% 280
2020
Q1 		$217K Buy
+1,079
New +$203K 0.12% 207

Other funds holding WDFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Wealth Alliance's WDFC Position: Q3 2026 in Review

Wealth Alliance reduced its WD-40 (WDFC) stake by 2.3% in Q3 2026, selling an estimated $6.66K and leaving 1,283 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #480.

Wealth Alliance first reported a position in WDFC in Q1 2020 and has held it in 19 quarters since. The position peaked at $320K in Q2 2026. 290 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

  • Wealth Alliance held 1,283 shares of WD-40 worth $259K as of Q3 2026.
  • Wealth Alliance sold 30 WD-40 shares in Q3 2026, an estimated $6.66K.
  • WD-40 made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #480 holding.
  • Wealth Alliance first reported a position in WD-40 in Q1 2020 and has held it in 19 quarters since.
  • Wealth Alliance's WD-40 position peaked at $320K in Q2 2026.
  • 290 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.