Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wd 40 Co (WDFC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — WDFC

Based on 388 hedge funds · latest filing: 2026 Q2 · 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
388 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 (+12 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

174 buying175 selling
Last quarter: 174 funds bought or added vs 175 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 (+11 vs last Q)

new funds entering per quarter
Funds opening a new WDFC position: 50 → 61 → 46 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new
252 out of 388 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.
➡️

Steady discovery — ~57 new funds/quarter

43 → 50 → 61 → 46 → 57 new funds/Q
New funds entering each quarter: 50 → 61 → 46 → 57. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 21% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Entry-cohort mix of 395 holders: 273 (69%) are 2+ year veterans, 40 entered 1–2 years ago, and 82 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
55 of 386 holders are among the 100 largest funds by AUM, controlling 60% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — WDFC

In 2026 Q2, 174 hedge funds were net buyers of WDFC (57 opened a new position, 117 added to an existing one), while 175 reduced or exited (126 trimmed, 49 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 60% of total institutional value in WDFC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 388.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: WDFC
2026 Q3 Stats Unlock in 5 days 380 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 380 380 -
13F Shares 12M 12M -2.87%
Total Value $2.73B $2.38B 14.77%
New Positions 55 46 +9
Increased Positions 111 129 -18
Closed Positions 53 45 +8
Reduced Positions 126 117 +9
Total Calls 5 4 25.0%
Total Puts 4 4 -
PUT/CALL Ratio 0.8 1.0 Neutral

Statistics: WDFC

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Institutional Holders (2026 Q3)

380 + investors

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

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 WDFC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DRH Investments, Inc. 6.54% 38,291 $7.7M
2 GCQ FUNDS MANAGEMENT PTY Ltd 2.83% 98,895 $20.0M
3 Westhampton Capital, LLC 1.33% 14,877 $3.0M
4 Geneva Capital Management LLC 1.22% 216,590 $43.7M
5 Conestoga Capital Advisors, LLC 0.63% 102,734 $20.7M
6 Silvia Mccoll Wealth Management, LLC 0.48% 3,917 $791K
7 Kayne Anderson Rudnick Investment Management LLC 0.43% 564,193 $114.0M
8 Malaga Cove Capital, LLC 0.42% 6,512 $1.3M
9 Palatine Hill Wealth Management, LLC 0.41% 2,800 $566K
10 Ceredex Value Advisors LLC 0.40% 63,100 $12.7M
11 Royce & Associates LP 0.37% 199,395 $40.3M
12 All Options USA, LLC 0.33% 10,900 $2.2M
13 Reik & CO., LLC 0.33% 5,800 $1.2M
14 Pavion Blue Capital, LLC 0.29% 3,500 $707K
15 Mcdonald Partners LLC 0.26% 5,521 $1.1M
16 Texas Yale Capital Corp. 0.24% 48,735 $9.8M
17 Guidance Capital, Inc 0.16% 3,185 $726K
18 Virtus Advisers, LLC 0.16% 2,164 $437K
19 Buckhead Capital Management LLC 0.15% 2,136 $432K
20 One Wealth Advisors, LLC 0.14% 6,096 $1.2M
21 Schulhoff & Co Inc 0.12% 1,510 $305K
22 MQS Management LLC 0.12% 1,035 $209K
23 Allred Capital Management, LLC 0.11% 1,753 $354K
24 LGT Fund Management Co Ltd. 0.11% 14,829 $3.0M
25 Radnor Capital Management, LLC 0.11% 3,800 $767K
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

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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 — 50% buying: Last quarter: 174 funds bought or added vs 175 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 — 60% AUM from top-100 funds: 55 of 386 holders are among the 100 largest funds by AUM, controlling 60% 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?

65% of holders stayed for 2+ years: 252 out of 388 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.

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