Position in WDFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,234,016
+$557,551 QoQ
Shares Held
25,587
-8.1% QoQ
Ownership
0.191%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#52
of 383 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WDFC Over Time
Shares Held
Position Value (USD)
Derivatives in WDFC
reported options exposure · as of Mar 31, 2021CallValue
$1,000
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Creative Planning holds $330,391,999 across 43 Specialty Chemicals names. WDFC ranks #16 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
126,813 | $65,808,338 | |
| 2 | APD |
Air Products & Chemicals, Inc.
|
86,337 | $25,312,281 | |
| 3 | SHW |
Sherwin Williams Co
|
72,521 | $24,970,430 | |
| 4 | ECL |
Ecolab Inc.
|
69,072 | $19,244,149 | |
| 5 | PPG |
Ppg Industries Inc
|
152,439 | $18,489,326 | |
| 6 | CBT |
Cabot Corp
|
185,488 | $16,846,019 | |
| 7 | EMN |
Eastman Chemical Co
|
208,935 | $13,994,466 | |
| 8 | IFF |
International Flavors & Fragrances Inc
|
152,579 | $12,087,307 |
All Filings in WDFC
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,234,016 | 25,587 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,676,465 | 27,834 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,444,623 | 22,573 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,892,612 | 9,578 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,878,776 | 8,237 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,576,728 | 6,462 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,175,784 | 4,845 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $787,307 | 3,053 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $569,745 | 2,594 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $693,815 | 2,739 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $581,178 | 2,431 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $414,812 | 2,041 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $359,755 | 1,907 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $336,158 | 1,888 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $300,011 | 1,861 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $339,353 | 1,931 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $288,548 | 1,433 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $260,919 | 1,424 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $575,637 | 2,353 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $504,857 | 2,181 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $664,047 | 2,591 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,000 | 300 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $716,155 | 2,339 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $481,943 | 1,814 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $345,869 | 1,827 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $352,775 | 1,779 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $2,000 | 1,000 | Call | Sole | 2020-07-23 | |
| 2020-03-31 | $357,312 | 1,779 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||