Yousif Capital Management
WDFC icon

Yousif Capital Management’s WD-40 WDFC Stock Holding History

Yousif Capital Management’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
Q3 		$700K Sell
3,466
-132
-4% -$29.3K 0.01% 1195
2026
Q2 		$877K Sell
3,598
-8
-0.2% -$1.71K 0.01% 1120
2026
Q1 		$735K Sell
3,606
-64
-2% -$14.3K 0.01% 1228
2025
Q4 		$758K Sell
3,670
-507
-12% -$100K 0.01% 1219
2025
Q3 		$825K Sell
4,177
-855
-17% -$185K 0.01% 1201
2025
Q2 		$1.15M Buy
5,032
+37
+0.7% +$8.71K 0.01% 1055
2025
Q1 		$1.22M Sell
4,995
-126
-2% -$29.8K 0.01% 988
2024
Q4 		$1.24M Sell
5,121
-179
-3% -$47.7K 0.01% 1018
2024
Q3 		$1.37M Sell
5,300
-125
-2% -$31.4K 0.01% 977
2024
Q2 		$1.19M Sell
5,425
-727
-12% -$168K 0.01% 1040
2024
Q1 		$1.56M Sell
6,152
-692
-10% -$179K 0.02% 941
2023
Q4 		$1.64M Buy
6,844
+146
+2% +$32.6K 0.02% 932
2023
Q3 		$1.36M Sell
6,698
-471
-7% -$101K 0.02% 961
2023
Q2 		$1.35M Sell
7,169
-536
-7% -$101K 0.02% 994
2023
Q1 		$1.37M Sell
7,705
-975
-11% -$168K 0.02% 979
2022
Q4 		$1.4M Sell
8,680
-2,355
-21% -$393K 0.02% 988
2022
Q3 		$1.94M Sell
11,035
-232
-2% -$43.3K 0.03% 761
2022
Q2 		$2.27M Sell
11,267
-1,160
-9% -$216K 0.03% 730
2022
Q1 		$2.28M Sell
12,427
-115
-0.9% -$24.6K 0.02% 836
2021
Q4 		$3.07M Buy
+12,542
New +$2.92M 0.03% 661

Other funds holding WDFC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Yousif Capital Management's WDFC Position: Q3 2026 in Review

Yousif Capital Management reduced its WD-40 (WDFC) stake by 3.7% in Q3 2026, selling an estimated $29.3K and leaving 3,466 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #1195.

Yousif Capital Management first reported a position in WDFC in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.07M in Q4 2021. 220 funds tracked by Wall St. Rank hold WDFC as of Q3 2026.

  • Yousif Capital Management held 3,466 shares of WD-40 worth $700K as of Q3 2026.
  • Yousif Capital Management sold 132 WD-40 shares in Q3 2026, an estimated $29.3K.
  • WD-40 made up 0.01% of Yousif Capital Management's portfolio in Q3 2026, its #1195 holding.
  • Yousif Capital Management first reported a position in WD-40 in Q4 2021 and has held it in 20 quarters since.
  • Yousif Capital Management's WD-40 position peaked at $3.07M in Q4 2021.
  • 220 funds tracked by Wall St. Rank held WD-40 as of Q3 2026.

Based on Yousif Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.