Wealth Enhancement Advisory Services
WDFC icon

Wealth Enhancement Advisory Services’s WD-40 WDFC Stock Holding History

Wealth Enhancement Advisory Services’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 		$513K Sell
2,516
-1,126
-31% -$250K ﹤0.01% 2791
2026
Q2 		$965K Buy
3,642
+187
+5% +$40K ﹤0.01% 2095
2026
Q1 		$712K Buy
3,455
+966
+39% +$216K ﹤0.01% 2050
2025
Q4 		$495K Buy
2,489
+624
+33% +$123K ﹤0.01% 2490
2025
Q3 		$362K Buy
1,865
+56
+3% +$12.1K ﹤0.01% 2626
2025
Q2 		$422K Sell
1,809
-21
-1% -$4.94K ﹤0.01% 2350
2025
Q1 		$447K Buy
1,830
+491
+37% +$116K ﹤0.01% 2145
2024
Q4 		$325K Buy
1,339
+8
+0.6% +$2.13K ﹤0.01% 2320
2024
Q3 		$343K Buy
1,331
+29
+2% +$7.27K ﹤0.01% 2079
2024
Q2 		$286K Sell
1,302
-5
-0.4% -$1.16K ﹤0.01% 2014
2024
Q1 		$331K Buy
1,307
+15
+1% +$3.88K ﹤0.01% 1849
2023
Q4 		$309K Sell
1,292
-32
-2% -$7.14K ﹤0.01% 1792
2023
Q3 		$269K Buy
+1,324
New +$283K ﹤0.01% 1807

Other funds holding WDFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Westhampton Capital
Westhampton Capital Winston-Salem, North Carolina $226M AUM 27.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Wealth Enhancement Advisory Services's WDFC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its WD-40 (WDFC) stake by 31% in Q3 2026, selling an estimated $250K and leaving 2,516 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #2791.

Wealth Enhancement Advisory Services first reported a position in WDFC in Q3 2023 and has held it in 13 quarters since. The position peaked at $965K in Q2 2026. 118 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 2,516 shares of WD-40 worth $513K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 1,126 WD-40 shares in Q3 2026, an estimated $250K.
  • WD-40 made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2791 holding.
  • Wealth Enhancement Advisory Services first reported a position in WD-40 in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's WD-40 position peaked at $965K in Q2 2026.
  • 118 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.