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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
AW
351
Avion Wealth
Texas
$2K +$447 +2 +18%
BIA
352
Bell Investment Advisors
California
$1.84K – – –
DWM
353
Dogwood Wealth Management
Kansas
$1.83K – – –
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$1.63K – – –
WPA
355
Wealth Preservation Advisors
Tennessee
$1.63K +$1.79K +8 New
FFO
356
Fortitude Family Office
Arizona
$1.22K -$27K -121 -95%
JWA
357
JFS Wealth Advisors
Pennsylvania
$1.22K -$670 -3 -33%
CFM
358
Cornerstone Financial Management
Massachusetts
$1.22K -$447 -2 -25%
SS
359
SBI Securities
Japan
$1.22K – – –
JWM
360
JPL Wealth Management
Colorado
$1.22K +$1.34K +6 New
GFA
361
Godfrey Financial Associates
New York
$1.02K – – –
ZBNA
362
Zions Bancorporation, National Association
Utah
$1.02K +$1.12K +5 New
Simplex Trading
363
Simplex Trading
Illinois
$1.02K -$235K -1,051 -100%
TPCW
364
TD Private Client Wealth
New York
$986 +$893 +4 +400%
MAM
365
Marquette Asset Management
Minnesota
$816 – – –
PWMG
366
Prestige Wealth Management Group
New Jersey
$816 – – –
MCM
367
Manchester Capital Management
Vermont
$408 -$1.56K -7 -78%
AW
368
Ankerstar Wealth
Texas
$408 – – –
PWMG
369
Private Wealth Management Group
New Jersey
$408 – – –
GWM
370
Gilpin Wealth Management
Colorado
$408 +$223 +1 +100%
HFS
371
Hughes Financial Services
Virginia
$408 +$223 +1 +100%
HIA
372
HFM Investment Advisors
New Jersey
$408 +$447 +2 New
SS
373
Sunbelt Securities
Texas
$408 +$447 +2 New
TFA
374
Transamerica Financial Advisors
Florida
$407 – – –
IPS
375
Investors Portfolio Services
Washington
$398 +$447 +2 New
13 14
15
16 17

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.