WT
WDFC icon

Whittier Trust’s WD-40 WDFC Stock Holding History

Whittier Trust’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 		$285K Sell
1,355
-1,778
-57% -$397K ﹤0.01% 524
2025
Q4 		$623K Sell
3,133
-5,204
-62% -$1.03M 0.01% 414
2025
Q3 		$1.62M Sell
8,337
-38,900
-82% -$8.43M 0.02% 289
2025
Q2 		$10.8M Buy
47,237
+1,154
+3% +$272K 0.13% 136
2025
Q1 		$11.2M Buy
46,083
+1,000
+2% +$236K 0.16% 122
2024
Q4 		$10.9M Buy
45,083
+1,617
+4% +$431K 0.14% 130
2024
Q3 		$11.2M Buy
43,466
+1,810
+4% +$454K 0.15% 123
2024
Q2 		$9.15M Buy
41,656
+2,044
+5% +$473K 0.13% 136
2024
Q1 		$10M Buy
39,612
+1,517
+4% +$392K 0.15% 134
2023
Q4 		$9.11M Buy
38,095
+985
+3% +$220K 0.15% 142
2023
Q3 		$7.54M Buy
37,110
+1,475
+4% +$315K 0.13% 151
2023
Q2 		$6.72M Buy
35,635
+1,766
+5% +$334K 0.12% 157
2023
Q1 		$6.03M Buy
33,869
+373
+1% +$64.4K 0.11% 172
2022
Q4 		$5.4M Sell
33,496
-11
-0% -$1.83K 0.11% 178
2022
Q3 		$5.89M Buy
33,507
+1,448
+5% +$270K 0.12% 165
2022
Q2 		$6.46M Buy
32,059
+416
+1% +$77.6K 0.13% 155
2022
Q1 		$5.8M Buy
31,643
+1,761
+6% +$376K 0.1% 178
2021
Q4 		$7.31M Buy
29,882
+827
+3% +$193K 0.12% 160
2021
Q3 		$6.73M Buy
29,055
+1,535
+6% +$368K 0.12% 157
2021
Q2 		$7.05M Buy
27,520
+1,600
+6% +$409K 0.13% 155
2021
Q1 		$7.94M Buy
25,920
+1,790
+7% +$543K 0.15% 134
2020
Q4 		$6.41M Buy
24,130
+1,218
+5% +$295K 0.14% 144
2020
Q3 		$4.34M Buy
22,912
+95
+0.4% +$18.7K 0.1% 169
2020
Q2 		$4.53M Sell
22,817
-814
-3% -$148K 0.13% 152
2020
Q1 		$4.75M Sell
23,631
-7,336
-24% -$1.38M 0.16% 144
2019
Q4 		$6.01M Buy
30,967
+722
+2% +$136K 0.16% 138
2019
Q3 		$5.55M Buy
30,245
+320
+1% +$57.5K 0.16% 139
2019
Q2 		$4.76M Buy
29,925
+1,275
+4% +$209K 0.14% 151
2019
Q1 		$4.85M Buy
28,650
+1,125
+4% +$198K 0.15% 146
2018
Q4 		$5.04M Buy
27,525
+1,931
+8% +$327K 0.17% 130
2018
Q3 		$4.41M Buy
25,594
+107
+0.4% +$17.9K 0.14% 151
2018
Q2 		$3.73M Buy
25,487
+1,122
+5% +$155K 0.12% 163
2018
Q1 		$3.21M Buy
24,365
+214
+0.9% +$27K 0.11% 179
2017
Q4 		$2.85M Buy
24,151
+503
+2% +$57.7K 0.1% 184
2017
Q3 		$2.65M Buy
23,648
+332
+1% +$35.8K 0.1% 190
2017
Q2 		$2.57M Buy
23,316
+569
+3% +$60.5K 0.1% 189
2017
Q1 		$2.48M Buy
22,747
+1,021
+5% +$111K 0.1% 185
2016
Q4 		$2.54M Buy
21,726
+117
+0.5% +$12.8K 0.11% 180
2016
Q3 		$2.43M Buy
21,609
+44
+0.2% +$5.14K 0.11% 177
2016
Q2 		$2.53M Buy
21,565
+258
+1% +$28K 0.11% 175
2016
Q1 		$2.3M Hold
21,307
– – 0.1% 181
2015
Q4 		$2.1M Buy
21,307
+220
+1% +$21.4K 0.1% 186
2015
Q3 		$1.88M Hold
21,087
– – 0.09% 191
2015
Q2 		$1.84M Hold
21,087
– – 0.08% 197
2015
Q1 		$1.87M Hold
21,087
– – 0.09% 186
2014
Q4 		$1.79M Hold
21,087
– – 0.09% 187
2014
Q3 		$1.43M Hold
21,087
– – 0.07% 199
2014
Q2 		$1.59M Hold
21,087
– – 0.08% 190
2014
Q1 		$1.64M Hold
21,087
– – 0.08% 182
2013
Q4 		$1.57M Hold
21,087
– – 0.08% 179
2013
Q3 		$1.37M Hold
21,087
– – 0.07% 189
2013
Q2 		$1.15M Buy
+21,087
New +$1.16M 0.06% 199

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

Whittier Trust's WDFC Position: Q1 2026 in Review

Whittier Trust reduced its WD-40 (WDFC) stake by 57% in Q1 2026, selling an estimated $397K and leaving 1,355 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Whittier Trust first reported a position in WDFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.2M in Q1 2025. 380 funds tracked by Wall St. Rank hold WDFC as of Q1 2026.

  • Whittier Trust held 1,355 shares of WD-40 worth $285K as of Q1 2026.
  • Whittier Trust sold 1,778 WD-40 shares in Q1 2026, an estimated $397K.
  • WD-40 made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #524 holding.
  • Whittier Trust first reported a position in WD-40 in Q2 2013 and has held it in 52 quarters since.
  • Whittier Trust's WD-40 position peaked at $11.2M in Q1 2025.
  • 380 funds tracked by Wall St. Rank held WD-40 as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.