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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in WDFC — Wd 40 Co

CIK 1632972 PLYMOUTH, MN

Position in WDFC

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$887,336
+$182,724 QoQ
Shares Held
3,642
+5.4% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#137
of 383 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in WDFC Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $194,433,041 across 42 Specialty Chemicals names. WDFC ranks #21 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WDFC

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $887,336 3,642
2026-03-31 $704,612 3,455
2025-12-31 $490,084 2,489
2025-09-30 $368,524 1,865
2025-06-30 $412,614 1,809
2025-03-31 $446,520 1,830
2024-12-31 $324,948 1,339
2024-09-30 $343,238 1,331
2024-06-30 $285,971 1,302
2024-03-31 $331,076 1,307
2023-12-31 $308,878 1,292
2023-09-30 $269,089 1,324