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WDFC · Wd 40 Co · Held by Funds

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$212.71 +2.53 (+1.20%) At close · Oct 23
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$2.85B
Shares
13.42M
Volume · Oct 23 202.69K Avg daily vol (3M) 123.81K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of WDFC by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 32.59% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.90% 658,055
Index ETFs 27.69% 3,716,182
Active ETFs 1.00% 134,177
Active funds 12.96% 1,739,231
Unclassified 0.27% 36,453
All registered funds 46.82% 6,284,098
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding WDFC

321 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 810,662 $197,509,690 0.18%
VANGUARD TOTAL STOCK MARKET INDEX FUND 426,054 $103,803,797 0.00%
iShares Russell 2000 ETF 354,102 $86,273,411 0.10%
First Trust SMID Cap Rising Dividend Achievers ETF 318,011 $77,480,200 0.68%
VANGUARD SMALL-CAP INDEX FUND 308,898 $75,259,909 0.04%
VANGUARD SMALL-CAP GROWTH INDEX FUND 178,017 $43,372,062 0.09%
VANGUARD EXTENDED MARKET INDEX FUND 154,522 $37,647,740 0.04%
Fidelity Small Cap Index Fund 150,021 $34,075,770 0.10%
Columbia Acorn Fund 135,349 $32,976,430 1.19%
iShares Russell 2000 Growth ETF 126,545 $30,831,424 0.20%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 123,829 $30,169,698 0.18%
THRIVENT MID CAP STOCK FUND 131,322 $29,828,479 0.96%
Virtus KAR Small-Cap Value Fund 108,107 $26,339,189 4.40%
THRIVENT MID CAP STOCK PORTFOLIO 95,144 $23,180,884 1.19%
VANGUARD TAX-MANAGED SMALL-CAP FUND 85,295 $20,781,274 0.18%
Small Cap Growth Fund 90,132 $20,472,582 0.37%
VANGUARD CONSUMER STAPLES INDEX FUND 101,915 $20,379,943 0.22%
AB Discovery Value Fund 74,503 $18,151,911 0.71%
iShares S&P Small-Cap 600 Growth ETF 71,325 $17,377,623 0.21%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 76,102 $17,285,808 0.01%
CONESTOGA SMALL CAP FUND 70,000 $17,054,800 0.83%
Nationwide Geneva Small Cap Growth Fund 69,057 $15,685,607 1.80%
Fidelity Extended Market Index Fund 69,985 $13,994,900 0.03%
VANGUARD RUSSELL 2000 INDEX FUND 69,937 $13,985,302 0.08%
U.S. SMALL CAP PORTFOLIO 60,239 $13,682,686 0.07%
Schwab U.S. Small-Cap ETF 64,736 $12,945,258 0.06%
Strategic Advisers U.S. Total Stock Fund 62,748 $12,547,718 0.01%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 54,431 $12,363,457 0.01%
ROYCE SMALL-CAP TRUST, INC. 50,592 $12,326,235 0.47%
Nuveen Quant Small Cap Equity Fund 52,270 $11,872,608 0.29%
Royce Premier Fund 47,754 $11,634,785 1.01%
iShares S&P Small-Cap 600 Value ETF 47,486 $11,569,489 0.14%
Bridge Builder Small/Mid Cap Growth Fund 44,980 $10,958,927 0.10%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF 44,487 $10,838,813 0.21%
U.S. MICRO CAP PORTFOLIO 47,334 $10,751,445 0.14%
Dimensional U.S. Small Cap ETF 44,261 $10,053,444 0.07%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 46,744 $9,347,398 0.16%
Royce Small-Cap Fund 37,743 $9,195,705 0.43%
1290 VT GAMCO Small Company Value Portfolio 37,500 $9,136,500 0.20%
Calvert Small Cap Fund 34,992 $8,525,451 0.67%
Strategic Advisers Fidelity U.S. Total Stock Fund 41,545 $8,307,754 0.00%
VANGUARD STRATEGIC EQUITY FUND 32,952 $8,028,425 0.07%
Schwab Small-Cap Index Fund 33,220 $7,545,591 0.10%
Bridge Builder Tax Managed Small/Mid Cap Fund 29,338 $7,147,910 0.20%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 28,324 $6,900,859 0.14%
Dimensional U.S. Core Equity 2 ETF 29,431 $6,684,957 0.01%
Columbia Variable Portfolio - Acorn Fund 26,135 $6,367,531 1.18%
WisdomTree U.S. SmallCap Dividend Fund 25,634 $6,245,468 0.29%
Master Small Cap Index Series 25,152 $6,128,033 0.10%
FT Vest SMID Rising Dividend Achievers Target Income ETF 25,068 $5,693,946 0.63%
Showing 1–50 of 321 positions
Key facts CIK 105132 CUSIP 929236107 13F (30d) 61 filings 57 filers Visit website Investor relations