WCA
WDFC icon

Westover Capital Advisors’s WD-40 WDFC Stock Holding History

Westover Capital 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
2025
Q3 		– Sell
-900
Closed -$205K – 239
2025
Q2 		$205K Sell
900
-100
-10% -$23.5K 0.04% 222
2025
Q1 		$244K Buy
1,000
+100
+11% +$23.6K 0.05% 209
2024
Q4 		$218K Hold
900
– – 0.05% 222
2024
Q3 		$232K Buy
+900
New +$226K 0.04% 224

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $5.01B AUM 6.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westover Capital Advisors's WDFC Position: Q3 2025 in Review

Westover Capital Advisors sold out of WD-40 (WDFC) in Q3 2025, closing a stake of 900 shares — an estimated $205K sold.

Westover Capital Advisors first reported a position in WDFC in Q3 2024 and held it in 4 quarters. The position peaked at $244K in Q1 2025. 374 funds tracked by Wall St. Rank hold WDFC as of Q3 2025.

  • Westover Capital Advisors reported no remaining WD-40 position as of Q3 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 900 WD-40 shares in Q3 2025, an estimated $205K.
  • Westover Capital Advisors first reported a position in WD-40 in Q3 2024 and held it in 4 quarters.
  • Westover Capital Advisors's WD-40 position peaked at $244K in Q1 2025.
  • 374 funds tracked by Wall St. Rank held WD-40 as of Q3 2025.

Based on Westover Capital Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.