Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WD 40 CO (WDFC)

366 + Investors. Track Smart Money conviction in WDFC. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — WDFC

Based on 360 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added WDFC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
360 hedge funds hold WDFC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding WDFC is almost the same as a year ago (+7 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

180 buying168 selling
Last quarter: 180 funds bought or added vs 168 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new WDFC position: 41 → 40 → 47 → 59. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

69% conviction (2yr+) 16% medium 16% new
247 out of 360 hedge funds have held WDFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

43 → 41 → 40 → 47 → 59 new funds/Q
New funds entering each quarter: 41 → 40 → 47 → 59. A growing number of institutions are discovering WDFC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

71% veterans 10% 1-2yr 19% new
Of 366 current holders: 260 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
42 of 360 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in WDFC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: WDFC

How many hedge funds hold WDFC — quarterly history vs. share price
Quarterly hedge fund ownership of WDFC vs. share price

Market Analysis: WDFC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WDFC

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

55 top-rated funds 1 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: WDFC
2026 Q1 Stats Unlock in 19 days 366 + Investors

Track Smart Money conviction in WDFC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 366 359 1.95%
13F Shares 12M 12M 0.54%
Total Value $2.28B $2.28B 0.2%
New Positions 59 49 +10
Increased Positions 125 127 -2
Closed Positions 53 54 -1
Reduced Positions 132 123 +9
Total Calls 3 3 -
Total Puts 3 5 -40.0%
PUT/CALL Ratio 1.0 1.67 Neutral

Statistics: WDFC

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

366 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WDFC. Verified SEC 13F-HR filings.

Top 25 institutional holders of WDFC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Westhampton Capital, LLC 1.54% 16,202 $3.3M
2 Conestoga Capital Advisors, LLC 0.77% 190,200 $38.8M
3 SILVIA MCCOLL WEALTH MANAGEMENT, LLC 0.54% 4,012 $818K
4 Andina Capital Management, LLC 0.34% 1,873 $382K
5 R Squared Ltd 0.21% 1,879 $383K
6 One Wealth Advisors, LLC 0.20% 7,896 $1.6M
7 DIVIDEND ASSETS CAPITAL, LLC 0.13% 3,281 $669K
8 Radnor Capital Management, LLC 0.11% 3,800 $775K
9 CARDEROCK CAPITAL MANAGEMENT INC 0.10% 2,000 $408K
10 Curbstone Financial Management Corp 0.10% 2,456 $501K
11 Vest Financial, LLC 0.08% 31,178 $6.4M
12 SWEENEY & MICHEL, LLC 0.06% 1,025 $212K
13 OARSMAN CAPITAL, INC. 0.04% 1,747 $356K
14 Inspire Investing, LLC 0.04% 2,525 $515K
15 CULLEN INVESTMENT GROUP, LTD. 0.04% 1,311 $267K
16 TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% 34,106 $7.0M
17 Ares Financial Consulting, LLC 0.03% 170 $35K
18 Avior Wealth Management, LLC 0.03% 4,498 $917K
19 AlphaQuest LLC 0.03% 2,354 $464K
20 Wilmington Savings Fund Society, FSB 0.02% 4,811 $981K
21 Trust Point Inc. 0.02% 1,300 $265K
22 Louisiana State Employees Retirement System 0.02% 6,000 $1K
23 GAMMA Investing LLC 0.02% 1,886 $385K
24 State of Alaska, Department of Revenue 0.02% 7,263 $1K
25 Rosenberg Matthew Hamilton 0.02% 369 $75K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WD 40 CO (WDFC)

What does the Smart Money Trend signal show for WDFC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WDFC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WDFC?

Slight buying edge — 52% buying: Last quarter: 180 funds bought or added vs 168 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WDFC holders?

Elite ownership — 45% AUM from top-100 funds: 42 of 360 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in WDFC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WDFC?

69% of holders stayed for 2+ years: 247 out of 360 hedge funds have held WDFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.