Position in WDFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$390,067
+$49,896 QoQ
Shares Held
1,601
-4.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#202
of 383 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WDFC Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $79,416,268 across 30 Specialty Chemicals names. WDFC ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
|
92,874 | $27,228,799 | |
| 2 | LIN |
Linde PLC
|
43,773 | $22,715,560 | |
| 3 | ECL |
Ecolab Inc.
|
31,659 | $8,820,513 | |
| 4 | EMN |
Eastman Chemical Co
|
82,372 | $5,517,276 | |
| 5 | SHW |
Sherwin Williams Co
|
11,380 | $3,918,361 | |
| 6 | PPG |
Ppg Industries Inc
|
23,310 | $2,827,269 | |
| 7 | BCPC |
Balchem Corp
|
7,920 | $1,338,084 | |
| 8 | SOLS |
Solstice Advanced Materials Inc.
|
13,771 | $1,220,110 |
All Filings in WDFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,067 | 1,601 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $340,171 | 1,668 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $141,571 | 719 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $142,074 | 719 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $137,538 | 603 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $138,104 | 566 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $137,356 | 566 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $85,874 | 333 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $54,251 | 247 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $69,660 | 275 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $59,528 | 249 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $50,200 | 247 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $46,596 | 247 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $73,356 | 412 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $42,237 | 262 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $48,679 | 277 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $55,776 | 277 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $61,382 | 335 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $67,031 | 274 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $63,425 | 274 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $70,223 | 274 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $138,393 | 452 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $109,460 | 412 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $73,641 | 389 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $74,164 | 374 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $75,117 | 374 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||