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Bell Investment Advisors, Inc

Position in WDFC — Wd 40 Co

CIK 1890149 ORINDA, CA

Position in WDFC

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$2,192
+$357 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#354
of 383 holders
Holding Since
Sep 2021
19 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, 2026

Bell Investment Advisors, Inc holds $382,272 across 26 Specialty Chemicals names. WDFC ranks #20 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WDFC

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,192 9
2026-03-31 $1,835 9
2025-12-31 $1,772 9
2025-09-30 $6,520 33
2025-06-30 $7,526 33
2025-03-31 $4,148 17
2024-12-31 $5,338 22
2024-09-30 $6,189 24
2024-06-30 $5,271 24
2024-03-31 $5,319 21
2023-12-31 $6,454 27
2023-09-30 $4,674 23
2023-06-30 $5,282 28
2023-03-31 $5,875 33
2022-12-31 $2,095 13
2022-09-30 $4,569 26
2022-06-30 $805 4
2021-12-31 $2,691 11
2021-09-30 $462 2