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Wipfli Financial Advisors’s WD-40 WDFC Stock Holding History

Wipfli Financial 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
2022
Q3 		$24K Buy
+135
New +$25.2K ﹤0.01% 1504

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's WDFC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in WD-40 (WDFC) in Q3 2022: 135 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #1504 among its holdings.

282 funds tracked by Wall St. Rank hold WDFC as of Q3 2022.

  • Wipfli Financial Advisors held 135 shares of WD-40 worth $24K as of Q3 2022.
  • WD-40 was a new Wipfli Financial Advisors position in Q3 2022.
  • WD-40 made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1504 holding.
  • 282 funds tracked by Wall St. Rank held WD-40 as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.