ROYCE & ASSOCIATES LP WDFC — WD-40 Company COM

Ownership history in ROYCE & ASSOCIATES LP  ·  84 quarters on record

AI Ownership Summary

ROYCE & ASSOCIATES LP reported WD-40 Company COM (WDFC) in 84 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.33% in 2025 Q4. The latest visible filing shows WDFC at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WDFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROYCE & ASSOCIATES LP's position in WD-40 Company COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WDFC was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WDFC stock page ROYCE & ASSOCIATES LP fund profile ROYCE & ASSOCIATES LP full holdings
How ROYCE & ASSOCIATES LP held WDFC — position size vs. price
% of Fund (quarterly)    WDFC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 165,187 +145,517 +739.8% 0.33% $32.5M 2026-02-14 (Est.) $243.49
2025 Q3 ADDED — — — 19,670 +18,273 +1308.0% 0.04% $3.9M 2025-11-12 $198.85
2025 Q2 ADDED — — — 1,397 +351 +33.6% 0.00% $319K 2025-08-11 $214.67
2025 Q1 REDUCED 42.4% -6.1% ✅ 1,046 -771 -42.4% 0.00% $255K 2025-05-06 $229.37
2024 Q4 ADDED — — — 1,817 +18 +1.0% 0.00% $441K 2025-02-10 $227.59
2024 Q3 UNCHANGED — — — 1,799 — 0% 0.00% $464K 2024-11-06 $269.36
2024 Q2 UNCHANGED — — — 1,799 — 0% 0.00% $395K 2024-08-13 $237.73
2024 Q1 REDUCED 9.3% -14.2% ✅ 1,799 -184 -9.3% 0.00% $456K 2024-05-13 $225.44
76 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WDFC

As of 2026 Q1 — sorted by position size

Westhampton Capital, LLC 3Y 1.54% Conestoga Capital Advisors, LLC 3Y 7Y 0.77% SILVIA MCCOLL WEALTH MANAGEMENT, LLC 0.54% Andina Capital Management, LLC 0.34% R Squared Ltd 0.21% One Wealth Advisors, LLC 3Y 7Y 0.2% DIVIDEND ASSETS CAPITAL, LLC 3Y 7Y 0.13% Radnor Capital Management, LLC 3Y 7Y 0.11% THRIVENT FINANCIAL FOR LUTHERANS 3Y 7Y 0.11% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 0.1%

FAQ About ROYCE & ASSOCIATES LP and WDFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROYCE & ASSOCIATES LP reported owning WDFC?

ROYCE & ASSOCIATES LP reported WDFC across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported WDFC position in ROYCE & ASSOCIATES LP's portfolio?

The largest reported portfolio weight for WDFC was 0.33% in 2025 Q4.

What is the latest reported WDFC position on this page?

The most recent filing on this page is 2025 Q4, when ROYCE & ASSOCIATES LP reported 165,187 shares, equal to 0.33% of portfolio, with an estimated market value of $32.5M.

What does the chart on this WDFC ownership page compare?

The chart compares ROYCE & ASSOCIATES LP's quarterly WDFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ROYCE & ASSOCIATES LP time their WDFC position?

Based on 13F filing dates vs. subsequent WDFC price moves, ROYCE & ASSOCIATES LP correctly timed 28 out of 69 reported position changes (41%). The annualised alpha on WDFC relative to SPY over the holding period was +7.1%.

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