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Wealthspire Advisors (New York)’s WD-40 WDFC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-39
Closed -$7.71K – 2883
2025
Q3 		$7.71K Buy
+39
New +$8.45K ﹤0.01% 2150

Other funds holding WDFC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthspire Advisors (New York)'s WDFC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of WD-40 (WDFC) in Q4 2025, closing a stake of 39 shares — an estimated $7.71K sold.

Wealthspire Advisors (New York) first reported a position in WDFC in Q3 2025 and held it in 1 quarter. The position peaked at $7.71K in Q3 2025. 383 funds tracked by Wall St. Rank hold WDFC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining WD-40 position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 39 WD-40 shares in Q4 2025, an estimated $7.71K.
  • Wealthspire Advisors (New York) first reported a position in WD-40 in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s WD-40 position peaked at $7.71K in Q3 2025.
  • 383 funds tracked by Wall St. Rank held WD-40 as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.