Wealth Preservation Advisors’s WD-40 WDFC Stock Holding History

Wealth Preservation Advisors’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	–	Sell	-8	Closed	-$1.63K	–	941
2026 Q1	$1.63K	Buy	+8	New	+$1.79K	﹤0.01%	622

Other funds holding WDFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Preservation Advisors's WDFC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of WD-40 (WDFC) in Q2 2026, closing a stake of 8 shares — an estimated $1.63K sold.

Wealth Preservation Advisors first reported a position in WDFC in Q1 2026 and held it in 1 quarter. The position peaked at $1.63K in Q1 2026. 387 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

Wealth Preservation Advisors reported no remaining WD-40 position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 8 WD-40 shares in Q2 2026, an estimated $1.63K.
Wealth Preservation Advisors first reported a position in WD-40 in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's WD-40 position peaked at $1.63K in Q1 2026.
387 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.