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COLDSTREAM CAPITAL MANAGEMENT INC

Position in WDFC — Wd 40 Co

CIK 1082339 BELLEVUE, WA

Position in WDFC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$236,574
+$22,641 QoQ
Shares Held
971
-7.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#254
of 383 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority Sole 93% Shared 0% None 7%

Common Shares in WDFC Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $16,857,030 across 14 Specialty Chemicals names. WDFC ranks #13 (1.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WDFC

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $236,574 971
2026-03-31 $213,933 1,049
2025-09-30 $204,120 1,033
2025-06-30 $230,827 1,012
2025-03-31 $257,908 1,057
2024-12-31 $271,316 1,118
2024-09-30 $320,544 1,243
2024-06-30 $264,226 1,203
2024-03-31 $342,221 1,351
2023-12-31 $292,860 1,225
2022-06-30 $219,482 1,090
2021-12-31 $247,331 1,011
2021-06-30 $251,676 982
2021-03-31 $308,629 1,008
2020-12-31 $263,023 990
2020-06-30 $225,070 1,135
2020-03-31 $226,357 1,127