Position in WDFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$32,643
-$12,014 QoQ
Shares Held
134
-38.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#302
of 383 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WDFC Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $6,660,015 across 46 Specialty Chemicals names. WDFC ranks #26 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
4,175 | $2,166,568 | |
| 2 | SHW |
Sherwin Williams Co
|
1,508 | $519,231 | |
| 3 | ESI |
Element Solutions Inc
|
10,725 | $512,115 | |
| 4 | APD |
Air Products & Chemicals, Inc.
|
1,536 | $450,319 | |
| 5 | ECL |
Ecolab Inc.
|
1,330 | $370,547 | |
| 6 | LYB |
LyondellBasell Industries N.V.
|
6,679 | $351,647 | |
| 7 | IFF |
International Flavors & Fragrances Inc
|
2,612 | $206,918 | |
| 8 | NEU |
Newmarket Corp
|
243 | $192,267 |
All Filings in WDFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,643 | 134 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $44,657 | 219 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $33,666 | 171 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $50,584 | 256 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $35,809 | 157 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,444 | 51 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,520 | 31 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,703 | 26 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,709 | 26 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,798 | 15 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $4,780 | 20 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $406 | 2 | Shares | Sole | 2023-11-03 | |
| 2022-09-30 | $33,389 | 190 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $10,068 | 50 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,664 | 20 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||