WDFC — WD 40 CO

Ownership history in MATHER GROUP, LLC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in WD 40 CO (WDFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 26 — 0% 0.00% $5K $195.67
2025 Q1 UNCHANGED 26 — 0% 0.00% $6K $239.55
2024 Q4 ADDED 26 +5 +23.8% 0.00% $6K $237.29
2024 Q1 INITIATED 21 — — 0.00% $5K —
% of Fund (quarterly)    WDFC price (monthly, adj. close)

Other funds also holding WDFC

As of 2025 Q4 — sorted by position size

DRH Investments, Inc. 3Y 6.65% GCQ FUNDS MANAGEMENT PTY Ltd 6.0% Westhampton Capital, LLC 3Y 1.51% QSV Equity Investors LLC 1.09% Conestoga Capital Advisors, LLC 3Y 7Y 0.98% GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 0.88% REIK & CO., LLC 3Y 7Y 0.58% SILVIA MCCOLL WEALTH MANAGEMENT, LLC 0.53% Bridge City Capital, LLC 3Y 7Y 0.46% DIVIDEND ASSETS CAPITAL, LLC 3Y 7Y 0.45%
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