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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
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% -$1.03K 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 $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

Wealth Alliance's WDFC Position: Q1 2026 in Review

Wealth Alliance increased its WD-40 (WDFC) stake by 0.78% in Q1 2026, buying an estimated $1.79K and bringing the position to 1,034 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #526.

Wealth Alliance first reported a position in WDFC in Q1 2020 and has held it in 17 quarters since. The position peaked at $288K in Q1 2021. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Wealth Alliance held 1,034 shares of WD-40 worth $211K as of Q1 2026.
  • Wealth Alliance bought 8 WD-40 shares in Q1 2026, an estimated $1.79K.
  • WD-40 made up 0.02% of Wealth Alliance's portfolio in Q1 2026, its #526 holding.
  • Wealth Alliance first reported a position in WD-40 in Q1 2020 and has held it in 17 quarters since.
  • Wealth Alliance's WD-40 position peaked at $288K in Q1 2021.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.