Filing Research | WDFC - WD 40 CO Institutional Holdings

Snapshot holdings

50 / 79 loaded

#		Instrument	quantity
1	Conestoga Capital Advisors, LLC	Shares	126.2KSH	$30.7M
2	Vest Financial, LLC	Shares	25.0KSH	$6.1M
3	Westhampton Capital, LLC	Shares	16.0KSH	$3.9M
4	EXCHANGE TRADED CONCEPTS, LLC	Shares	9.9KSH	$2.4M
5	DAVENPORT & Co LLC	Shares	7.7KSH	$1.9M
6	Louisiana State Employees Retirement System	Shares	5.9KSH	$1.4M
7	Rathbones Group PLC	Shares	4.6KSH	$1.1M
8	Malaga Cove Capital, LLC	Shares	4.3KSH	$1.1M
9	Police & Firemen's Retirement System of New Jersey	Shares	4.0KSH	$985.3K
10	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	Shares	4.0KSH	$977.5K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.6KSH	$964.8K
12	Radnor Capital Management, LLC	Shares	3.8KSH	$925.8K
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	3.6KSH	$876.6K
14	PineStone Asset Management Inc.	Shares	3.4KSH	$837.9K
15	GUIDANCE CAPITAL, INC	Shares	3.1KSH	$793.0K
16	BENJAMIN EDWARDS INC	Shares	3.2KSH	$768.6K
17	Sequoia Financial Advisors, LLC	Shares	2.4KSH	$596.7K
18	L. Roy Papp & Associates, LLP	Shares	2.2KSH	$543.3K
19	GAMMA Investing LLC	Shares	2.2KSH	$532.1K
20	Curbstone Financial Management Corp	Shares	2.1KSH	$513.1K
21	Morningstar Investment Management LLC	Shares	2.3KSH	$479.1K
22	CARDEROCK CAPITAL MANAGEMENT INC	Shares	1.5KSH	$365.5K
23	SUMMITRY LLC	Shares	1.4KSH	$347.6K
24	Abel Hall, LLC	Shares	1.4KSH	$333.3K
25	Procyon Advisors, LLC	Shares	1.3KSH	$328.4K
26	Trust Point Inc.	Shares	1.3KSH	$316.7K
27	CULLEN INVESTMENT GROUP, LTD.	Shares	1.2KSH	$300.3K
28	HOWARD WEALTH MANAGEMENT, LLC	Shares	1.1KSH	$280.2K
29	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.0KSH	$248.3K
30	NWAM LLC	Shares	1.0KSH	$245.0K
31	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	920SH	$224.1K
32	Merit Financial Group, LLC	Shares	886SH	$215.8K
33	D.A. DAVIDSON & CO.	Shares	833SH	$203.0K
34	Prospera Financial Services Inc	Shares	828SH	$201.9K
35	Versant Capital Management, Inc	Shares	474SH	$115.5K
36	Rosenberg Matthew Hamilton	Shares	369SH	$89.9K
37	Bangor Savings Bank	Shares	338SH	$82.3K
38	HM PAYSON & CO	Shares	286SH	$69.7K
39	SIGNATUREFD, LLC	Shares	246SH	$59.9K
40	Marshall & Sterling Wealth Advisors Inc.	Shares	204SH	$49.7K
41	Center for Financial Planning, Inc.	Shares	200SH	$48.7K
42	HARBOR INVESTMENT ADVISORY, LLC	Shares	200SH	$48.7K
43	Ares Financial Consulting, LLC	Shares	170SH	$41.4K
44	Trust Co	Shares	168SH	$40.9K
45	EverSource Wealth Advisors, LLC	Shares	134SH	$32.6K
46	MassMutual Private Wealth & Trust, FSB	Shares	114SH	$27.8K
47	Blue Trust, Inc.	Shares	110SH	$26.8K
48	Arlington Trust Co LLC	Shares	90SH	$21.9K
49	Farther Finance Advisors, LLC	Shares	71SH	$17.3K
50	Physician Wealth Advisors, Inc.	Shares	62SH	$15.1K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 88 loaded

#		Instrument
1	DAVENPORT & Co LLC added	Shares	+1.8K	+$666.1K	$1.9M
2	Westhampton Capital, LLC trimmed	Shares	-190	+$596.9K	$3.9M
3	L. Roy Papp & Associates, LLP new	Shares	+2.2K	+$543.3K	$543.3K
4	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+167	+$425.8K	$2.4M
5	Malaga Cove Capital, LLC added	Shares	+982	+$372.5K	$1.1M
6	Abel Hall, LLC new	Shares	+1.4K	+$333.3K	$333.3K
7	Procyon Advisors, LLC new	Shares	+1.3K	+$328.4K	$328.4K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+187	+$252.5K	$964.8K
9	FOURPATH CAPITAL MANAGEMENT, LLC new	Shares	+920	+$224.1K	$224.1K
10	Police & Firemen's Retirement System of New Jersey added	Shares	+278	+$217.2K	$985.3K
11	Merit Financial Group, LLC new	Shares	+886	+$215.8K	$215.8K
12	Louisiana State Employees Retirement System trimmed	Shares	-100	+$213.8K	$1.4M
13	D.A. DAVIDSON & CO. new	Shares	+833	+$203.0K	$203.0K
14	Prospera Financial Services Inc new	Shares	+828	+$201.9K	$201.9K
15	SILVIA MCCOLL WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$159.3K	$977.5K
16	GUIDANCE CAPITAL, INC added	Shares	+61	+$158.3K	$793.0K
17	Radnor Capital Management, LLC unchanged	Shares	0	+$150.9K	$925.8K
18	GAMMA Investing LLC added	Shares	+298	+$147.5K	$532.1K
19	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-8	+$141.2K	$876.6K
20	BENJAMIN EDWARDS INC trimmed	Shares	-24	+$120.3K	$768.6K
21	SUMMITRY LLC added	Shares	+13	+$59.3K	$347.6K
22	Trust Point Inc. unchanged	Shares	0	+$51.6K	$316.7K
23	HOWARD WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$45.7K	$280.2K
24	HM PAYSON & CO added	Shares	+144	+$40.7K	$69.7K
25	NWAM LLC added	Shares	+3	+$40.6K	$245.0K
26	CULLEN INVESTMENT GROUP, LTD. trimmed	Shares	-78	+$32.9K	$300.3K
27	Versant Capital Management, Inc added	Shares	+57	+$30.4K	$115.5K
28	SIGNATUREFD, LLC added	Shares	+68	+$23.6K	$59.9K
29	Sequoia Financial Advisors, LLC trimmed	Shares	-386	+$18.5K	$596.7K
30	Rosenberg Matthew Hamilton unchanged	Shares	0	+$14.6K	$89.9K
31	Bangor Savings Bank unchanged	Shares	0	+$13.4K	$82.3K
32	Curbstone Financial Management Corp trimmed	Shares	-350	+$12.2K	$513.1K
33	Marshall & Sterling Wealth Advisors Inc. unchanged	Shares	0	+$8.1K	$49.7K
34	Center for Financial Planning, Inc. unchanged	Shares	0	+$7.9K	$48.7K
35	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$7.9K	$48.7K
36	Trust Co unchanged	Shares	0	+$6.7K	$40.9K
37	Ares Financial Consulting, LLC unchanged	Shares	0	+$6.5K	$41.4K
38	Blue Trust, Inc. unchanged	Shares	0	+$4.4K	$26.8K
39	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-2	+$4.1K	$27.8K
40	Arlington Trust Co LLC unchanged	Shares	0	+$3.6K	$21.9K
41	Farther Finance Advisors, LLC added	Shares	+3	+$3.3K	$17.3K
42	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$2.2K	$13.9K
43	Wealth Enhancement Trust Services, Inc. new	Shares	+8	+$1.9K	$1.9K
44	Golden State Wealth Management, LLC unchanged	Shares	0	+$1.9K	$11.6K
45	Hughes Financial Services, LLC added	Shares	+6	+$1.5K	$1.9K
46	IFP Advisors, Inc added	Shares	+2	+$1.4K	$6.1K
47	SRH ADVISORS, LLC unchanged	Shares	0	+$1.4K	$8.3K
48	JFS WEALTH ADVISORS, LLC added	Shares	+4	+$1.2K	$2.4K
49	ENTRUST FINANCIAL LLC unchanged	Shares	0	+$1.1K	$6.6K
50	Oakworth Capital, Inc. unchanged	Shares	0	+$1.1K	$6.6K

Scroll to load more