Position in WDFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$214,890
New position
Shares Held
882
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#261
of 383 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 76%
Shared 0%
None 24%
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $32,737,423 across 16 Specialty Chemicals names. WDFC ranks #14 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
46,202 | $12,872,339 | |
| 2 | APD |
Air Products & Chemicals, Inc.
|
19,404 | $5,688,864 | |
| 3 | LIN |
Linde PLC
|
7,553 | $3,919,553 | |
| 4 | SHW |
Sherwin Williams Co
|
7,853 | $2,703,944 | |
| 5 | ALB |
Albemarle Corp
|
11,015 | $1,487,355 | |
| 6 | DD |
DuPont de Nemours, Inc.
|
10,134 | $1,374,575 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
12,621 | $1,118,220 | |
| 8 | RPM |
Rpm International Inc/De/
|
9,621 | $1,069,374 |
All Filings in WDFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,890 | 882 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||