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Clearstead Advisors, LLC

Position in WDFC — Wd 40 Co

CIK 842775 CLEVELAND, OH

Position in WDFC

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$46,291
+$46,095 QoQ
Shares Held
190
+18900.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#299
of 383 holders
Holding Since
Dec 2020
16 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

Clearstead Advisors, LLC holds $23,344,297 across 42 Specialty Chemicals names. WDFC ranks #18 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WDFC

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $46,291 190
2025-12-31 $196 1
2025-09-30 $5,532 28
2025-06-30 $13,685 60
2025-03-31 $14,640 60
2024-12-31 $14,560 60
2024-09-30 $15,472 60
2024-06-30 $13,178 60
2023-09-30 $553,625 2,724
2022-06-30 $821,548 4,080
2022-03-31 $745,746 4,070
2021-12-31 $990,302 4,048
2021-09-30 $934,021 4,035
2021-06-30 $1,033,361 4,032
2021-03-31 $1,228,394 4,012
2020-12-31 $1,063,517 4,003