Position in WDFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$319,899
+$109,026 QoQ
Shares Held
1,313
+27.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#219
of 383 holders
Holding Since
Mar 2020
18 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, 2026WEALTH ALLIANCE, LLC holds $5,344,168 across 9 Specialty Chemicals names. WDFC ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
3,809 | $1,976,642 | |
| 2 | PPG |
Ppg Industries Inc
|
5,016 | $608,390 | |
| 3 | DD |
DuPont de Nemours, Inc.
|
4,466 | $605,768 | |
| 4 | SHW |
Sherwin Williams Co
|
1,725 | $593,952 | |
| 5 | APD |
Air Products & Chemicals, Inc.
|
1,462 | $428,629 | |
| 6 | RPM |
Rpm International Inc/De/
|
3,222 | $358,125 | |
| 7 | WDFC |
Wd 40 Co
This page
|
1,313 | $319,899 | |
| 8 | FUL |
Fuller H B Co
|
4,240 | $247,149 |
All Filings in WDFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,899 | 1,313 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $210,873 | 1,034 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $202,019 | 1,026 | Shares | Defined | 2026-02-13 | |
| 2025-06-30 | $225,352 | 988 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $240,584 | 986 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $238,554 | 983 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $260,974 | 1,012 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $222,495 | 1,013 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $254,829 | 1,006 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $241,460 | 1,010 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $206,898 | 1,018 | Shares | Defined | 2023-11-09 | |
| 2021-12-31 | $210,390 | 860 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $202,545 | 875 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $228,098 | 890 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $287,503 | 939 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $277,635 | 1,045 | Shares | Defined | 2021-02-11 | |
| 2020-06-30 | $213,172 | 1,075 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $216,717 | 1,079 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||