We are live on ! Find out more
WDFC icon

WD-40
WDFC

380 hedge funds and large institutions have $2.43B invested in WD-40 in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 130 increasing their positions, 119 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $9.81M | Put options by funds: $7.91M

18% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 39

6% more capital invested

Capital invested by funds: $2.28B → $2.43B (+$147M)

2.79% more ownership

Funds ownership: 85.68% → 88.48% (+2.8%)

9% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 119

1% less funds holding

Funds holding: 382 → 380 (-2)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
380
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
130
Reduced
119
Closed
39
Calls
$9.81M
Puts
$7.91M
Net Calls
+$1.9M
Net Calls Change
-$467K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$59.7M
2
First Trust Advisors
First Trust Advisors
Illinois
+$27.1M
3
Morgan Stanley
Morgan Stanley
New York
+$25.1M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$23.8M
5
OAM
Ophir Asset Management
Australia
+$23.6M

Top Sellers

1
GFM
GCQ Funds Management
Australia
-$42.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$29.3M
3
CCA
Conestoga Capital Advisors
Pennsylvania
-$23.8M
4
Invesco
Invesco
Georgia
-$16.8M
5
AG
Algert Global
California
-$14.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
301
MassMutual Private Wealth & Trust
Connecticut
$23.7K – – –
KAS
302
Kemnay Advisory Services
New York
$22.6K +$24.8K +111 New
BTI
303
Blue Trust Inc
Georgia
$22.4K -$20.1K -90 -45%
AG
304
AmeriFlex Group
Nevada
$21.5K – – –
Ohio Public Employees Retirement System (OPERS)
305
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.8K +$670 +3 +3%
WTC
306
WhitTier Trust Company
Nevada
$20.6K -$372K -1,665 -94%
FDW
307
Fourth Dimension Wealth
Ohio
$20.4K – – –
SL
308
Salomon & Ludwin
Virginia
$19.2K +$4.91K +22 +31%
AT
309
Arlington Trust
Alabama
$18.4K +$20.1K +90 New
SCM
310
Sterling Capital Management
North Carolina
$17.9K -$223 -1 -1%
EP
311
Essential Partners
California
$17.5K -$14.3K -64 -43%
BWA
312
Basecamp Wealth Advisors
Washington
$16.9K +$11.2K +50 +152%
UB
313
UMB Bank
Missouri
$16.1K +$447 +2 +3%
AA
314
Ancora Advisors
Ohio
$14.7K – – –
Los Angeles Capital Management
315
Los Angeles Capital Management
California
$14.7K – – –
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$14.7K -$73.2K -328 -82%
AAP
317
Arax Advisory Partners
Colorado
$14.5K -$38.4K -172 -71%
PWA
318
Physician Wealth Advisors
Utah
$14.3K +$2.01K +9 +15%
FFA
319
Farther Finance Advisors
California
$14K -$2.23K -10 -13%
RIL
320
Rothschild Investment LLC
Illinois
$13.7K +$5.36K +24 +56%
BCWM
321
Bartlett & Co Wealth Management
Ohio
$11.6K – – –
RFP
322
Root Financial Partners
California
$11.4K +$2.68K +12 +27%
CFO
323
CVA Family Office
Colorado
$11K +$893 +4 +8%
PWAM
324
Private Wealth Asset Management
Iowa
$10.8K – – –
AUB
325
Atlantic Union Bankshares
Virginia
$10.2K +$11.2K +50 New
11 12
13
14 15

WDFC Hedge Fund Activity: Q1 2026 in Review

380 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WD-40 (WDFC) for Q1 2026, worth a combined $2.43B — up 6.5% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new WDFC positions and 39 closed out — a net gain of 7 holders — while 130 added to existing stakes and 119 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $59.7M. The largest seller was GCQ Funds Management, cutting an estimated $42.3M.

  • 380 institutional investors held WD-40 (WDFC) as of Q1 2026, down from 382 in Q4 2025.
  • Funds reported $2.43B of WD-40 stock for Q1 2026, up 6.5% quarter-over-quarter.
  • 46 funds opened new WD-40 positions in Q1 2026 and 39 closed out, a net change of +7 holders.
  • The largest WD-40 buyer in Q1 2026 was Thrivent Financial for Lutherans, an estimated $59.7M added.
  • The largest WD-40 seller in Q1 2026 was GCQ Funds Management, an estimated $42.3M sold.

Based on aggregated 13F filings for Q1 2026.