Wellington Management Group
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Wellington Management Group’s WD-40 WDFC Stock Holding History

Wellington Management Group’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
-48,418
Closed -$9.57M – 2095
2025
Q3 		$9.57M Sell
48,418
-58,647
-55% -$12.7M ﹤0.01% 1269
2025
Q2 		$24.4M Buy
107,065
+10,523
+11% +$2.48M ﹤0.01% 899
2025
Q1 		$23.6M Buy
+96,542
New +$22.8M ﹤0.01% 907
2023
Q2 		– Sell
-4,710
Closed -$839K – 2022
2023
Q1 		$839K Hold
4,710
– – ﹤0.01% 1704
2022
Q4 		$759K Buy
+4,710
New +$786K ﹤0.01% 1710
2021
Q4 		– Sell
-1,394
Closed -$323K – 2304
2021
Q3 		$323K Buy
+1,394
New +$334K ﹤0.01% 2029

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $1.88T AUM 44.46% 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 $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group's WDFC Position: Q4 2025 in Review

Wellington Management Group sold out of WD-40 (WDFC) in Q4 2025, closing a stake of 48,418 shares — an estimated $9.57M sold.

Wellington Management Group first reported a position in WDFC in Q3 2021 and held it in 6 quarters. The position peaked at $24.4M in Q2 2025. 383 funds tracked by Wall St. Rank hold WDFC as of Q4 2025.

  • Wellington Management Group reported no remaining WD-40 position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 48,418 WD-40 shares in Q4 2025, an estimated $9.57M.
  • Wellington Management Group first reported a position in WD-40 in Q3 2021 and held it in 6 quarters.
  • Wellington Management Group's WD-40 position peaked at $24.4M in Q2 2025.
  • 383 funds tracked by Wall St. Rank held WD-40 as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.