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Root Financial Partners, LLC

Position in WDFC — Wd 40 Co

CIK 1977181 ENCINITAS, CA

Position in WDFC

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$11,420
+$2,757 QoQ
Shares Held
56
+27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 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, 2026

Root Financial Partners, LLC holds $970,063 across 2 Specialty Chemicals names.

# Ticker Company Shares Value (USD) Open

All Filings in WDFC

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $11,420 56
2025-12-31 $8,663 44
2025-09-30 $6,916 35