Position in WDFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$50,189
New position
Shares Held
206
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#295
of 383 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,873,081 across 16 Specialty Chemicals names. WDFC ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHW |
Sherwin Williams Co
|
3,471 | $1,195,134 | |
| 2 | LIN |
Linde PLC
|
923 | $478,981 | |
| 3 | DD |
DuPont de Nemours, Inc.
|
2,968 | $402,579 | |
| 4 | ECL |
Ecolab Inc.
|
1,114 | $310,371 | |
| 5 | APD |
Air Products & Chemicals, Inc.
|
538 | $157,730 | |
| 6 | PPG |
Ppg Industries Inc
|
907 | $110,010 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
665 | $58,919 | |
| 8 | WDFC |
Wd 40 Co
This page
|
206 | $50,189 |
All Filings in WDFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,189 | 206 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||