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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
HCA
326
Harbor Capital Advisors
Illinois
$10K +$10.5K +47 New
GSWM
327
Golden State Wealth Management
California
$9.68K – – –
TPWA
328
Twin Peaks Wealth Advisors
California
$9.38K +$10.3K +46 New
ST
329
Smithfield Trust
Pennsylvania
$9K – – –
PFBT
330
Parkside Financial Bank & Trust
Missouri
$6.93K – – –
SA
331
SRH Advisors
Kansas
$6.93K – – –
BCM
332
Boreal Capital Management
Florida
$6.12K – – –
BBHC
333
Brown Brothers Harriman & Co
New York
$6.12K – – –
EF
334
Entrust Financial
Pennsylvania
$5.51K +$1.79K +8 +42%
OC
335
Oakworth Capital
Alabama
$5.51K – – –
KFAS
336
Keating Financial Advisory Services
Kansas
$5.51K +$2.23K +10 +59%
MG
337
Mather Group
Illinois
$5.3K +$5.81K +26 New
IA
338
IFP Advisors
Florida
$4.69K +$223 +1 +5%
KFI
339
Key Financial Inc
Pennsylvania
$4.49K – – –
HNW
340
High Note Wealth
Minnesota
$4.28K – – –
BFS
341
Bare Financial Services
Pennsylvania
$4.28K +$223 +1 +5%
AS
342
Altshuler Shaham
Israel
$3.67K -$670 -3 -14%
AssetMark Inc
343
AssetMark Inc
California
$3.67K -$670 -3 -14%
CPG
344
Cornerstone Planning Group
New Jersey
$3.56K – – –
BWL
345
Bogart Wealth LLC
Virginia
$3.26K – – –
HIW
346
Holos Integrated Wealth
Pennsylvania
$2.55K – – –
SIS
347
Sound Income Strategies
Florida
$2.26K – – –
MAS
348
MPWM Advisory Solutions
Georgia
$2.24K – – –
SIC
349
SJS Investment Consulting
Ohio
$2.04K +$1.79K +8 +400%
TSMHT
350
Thurston Springer Miller Herd & Titak
Indiana
$2.04K – – –
12 13
14
15 16

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.