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
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

WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

Wealth Enhancement Advisory Services's WDFC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its WD-40 (WDFC) stake by 5.4% in Q2 2026, buying an estimated $40K and bringing the position to 3,642 shares worth $965K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Wealth Enhancement Advisory Services first reported a position in WDFC in Q3 2023 and has held it in 12 quarters since. 51 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,642 shares of WD-40 worth $965K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 187 WD-40 shares in Q2 2026, an estimated $40K.
  • WD-40 made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2095 holding.
  • Wealth Enhancement Advisory Services first reported a position in WD-40 in Q3 2023 and has held it in 12 quarters since.
  • 51 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.