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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
Q1 		$1.63K Buy
+8
New +$1.79K ﹤0.01% 622

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 Preservation Advisors's WDFC Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in WD-40 (WDFC) in Q1 2026: 8 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings.

380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Wealth Preservation Advisors held 8 shares of WD-40 worth $1.63K as of Q1 2026.
  • WD-40 was a new Wealth Preservation Advisors position in Q1 2026.
  • WD-40 made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #622 holding.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.