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Corient Private Wealth LLC

Position in WDFC — Wd 40 Co

CIK 1948780 MIAMI, FL

Position in WDFC

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$2,685,400
+$311,743 QoQ
Shares Held
11,022
-5.3% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 383 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 8% Shared 0% None 92%

Common Shares in WDFC Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

Corient Private Wealth LLC holds $859,524,105 across 32 Specialty Chemicals names. WDFC ranks #16 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WDFC

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,685,400 11,022
2026-03-31 $2,373,657 11,639
2025-12-31 $1,874,094 9,518
2025-09-30 $1,237,173 6,261
2025-06-30 $2,180,312 9,559
2025-03-31 $2,400,472 9,838
2024-12-31 $2,614,391 10,773
2024-09-30 $2,781,751 10,787
2024-06-30 $2,382,435 10,847
2024-03-31 $2,758,545 10,890
2023-12-31 $2,611,361 10,923
2023-09-30 $2,737,033 13,467
2023-06-30 $2,449,242 12,983
2023-03-31 $1,013,282 5,691
2022-12-31 $829,909 5,148