Position in WDFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,704,505
+$94,195 QoQ
Shares Held
6,996
-11.4% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#99
of 383 holders
Holding Since
Sep 2023
12 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, 2026One Wealth Advisors, LLC holds $1,704,505 across 1 Specialty Chemicals name. WDFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDFC |
Wd 40 Co
This page
|
6,996 | $1,704,505 |
All Filings in WDFC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,704,505 | 6,996 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,610,310 | 7,896 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,731,932 | 8,796 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,915,929 | 9,696 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,416,841 | 10,596 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,805,024 | 11,496 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,008,261 | 12,396 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,428,772 | 13,296 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,986,225 | 13,596 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,823,967 | 15,096 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,824,163 | 15,996 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,433,943 | 16,896 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||