WD-40 Company (WDFC) Ownership

280.27 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of WD-40 Company (WDFC), owning a total of 2.1 million shares. Combined, the top 29 institutional holders of WDFC own 96.68% of the company with a total of 13.1 million shares.

In the latest ownership report on September 30th 2024, the top 29 institutional holders decreased their combined ownership of WDFC by 18 thousand shares. 5 institutions bought 14,378 total additional shares and increased their ownership by an average of 1.05%. However 3 institutions sold 32,281 total shares and decreased their ownership by an average of 4.34%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of WD-40 Company decreased by a net total of -17,903 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.897%	0.249%	1,610,921	3,995	2024-09-30
Conestoga Capital Advisors, LLC	2.376%	1.701%	321,760	5,381	2024-09-30
Dimensional Fund Advisors, Inc.	2.177%	-3.999%	294,816	-12,281	2024-09-30
Renaissance Technologies Corp	1.664%	-7.548%	225,361	-18,400	2024-09-30
Geneva Capital Management	1.563%	0.469%	211,624	988	2024-09-30
Northern Trust Corp	1.330%	0.030%	180,144	54	2024-09-30
Charles Schwab Investment Management Inc	1.074%	2.799%	145,462	3,960	2024-09-30
Principal Financial Group Inc	0.797%	-1.460%	107,960	-1,600	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.231%	-1.630%	2,062,459	-34,167	2024-06-30
Apg All Pensions Group	13.169%	-1.063%	1,783,268	-19,167	2024-06-30
APG Asset Management	12.052%	-0.443%	1,635,313	-7,271	2022-12-31
Vanguard Group Inc	11.897%	0.249%	1,610,921	3,995	2024-09-30
Kayne Anderson Rudnick Investment Management LLC	4.279%	-2.661%	579,450	-15,843	2024-06-30
Neuberger Berman Group LLC	4.048%	-2.209%	548,149	-12,382	2024-06-30
State Street Corporation	3.809%	1.694%	516,047	8,598	2024-03-31
State Street Corp	3.794%	-0.448%	513,736	-2,311	2024-06-30
Geode Capital Management, LLC	2.697%	7.289%	365,172	24,808	2024-06-30
Conestoga Capital Advisors, LLC	2.376%	1.701%	321,760	5,381	2024-09-30
Morgan Stanley - Brokerage Accounts	2.366%	1.026%	320,326	3,252	2024-06-30
Dimensional Fund Advisors, Inc.	2.177%	-3.999%	294,816	-12,281	2024-09-30
Ameriprise Financial Inc	1.966%	54.289%	266,268	93,690	2024-06-30
Renaissance Technologies Corp	1.664%	-7.548%	225,361	-18,400	2024-09-30
First Trust Advisors L.P.	1.647%	-8.503%	222,999	-20,723	2024-06-30
Geneva Capital Management	1.563%	0.469%	211,624	988	2024-09-30
Northern Trust Corp	1.330%	0.030%	180,144	54	2024-09-30
Man Group PLC	1.243%	6.184%	168,254	9,799	2024-06-30
NORGES BANK	1.146%	88.343%	155,174	72,785	2024-06-30
Schroder Investment Management Group	1.085%	0.000%	147,431	147,431	2022-09-30
Charles Schwab Investment Management Inc	1.074%	2.799%	145,462	3,960	2024-09-30
Bank of New York Mellon Corp	1.050%	2.492%	142,222	3,458	2024-06-30
Principal Financial Group Inc	0.797%	-1.460%	107,960	-1,600	2024-09-30
Marshall Wace Asset Management Ltd	0.784%	-17.029%	106,156	-21,787	2024-03-31
Goldman Sachs Group Inc	0.745%	65.613%	101,022	40,023	2023-12-31
Citadel Advisors Llc	0.724%	110.299%	98,153	51,480	2023-03-31
Wells Fargo & Co	0.662%	-3.225%	89,733	-2,990	2023-09-30
California Public Employees Retrmnt Sys	0.661%	-1.360%	89,636	-1,236	2023-12-31
Natixis Advisors, LLC.	0.647%	5.126%	87,689	4,276	2023-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of WD-40 Company (WDFC), owning a total of 863 thousand shares. Combined, the top 29 mutual fund holders of WDFC own 41.47% of the company with a total of 5.6 million shares.

In the latest ownership report on October 31st 2024, the top 29 fund holders increased their combined ownership of WDFC by 4 thousand shares. 3 funds bought 2,338 total additional shares and increased their ownership by an average of 0.35%. However 5 funds sold 6,632 total shares and decreased their ownership by an average of 0.92%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding WD-40 Company decreased by a net total of -4,294 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.374%	0.089%	863,059	768	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.142%	-0.580%	425,494	-2,484	2024-10-31
iShares Russell 2000 ETF	2.581%	-0.224%	349,482	-784	2024-10-31
Vanguard Small Cap Index	2.509%	0.192%	339,685	650	2024-10-31
Vanguard Small Cap Growth Index Inv	1.379%	-0.151%	186,742	-282	2024-10-31
First Trust Value Line® Dividend ETF	1.295%	-0.047%	175,366	-82	2024-10-31
iShares S&P Small-Cap 600 Growth ETF	0.969%	0.000%	131,165	0	2024-10-31
iShares Russell 2000 Growth ETF	0.894%	0.000%	121,097	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.884%	0.775%	119,692	920	2024-10-31
Vanguard Tax-Managed Small Cap Adm	0.720%	0.000%	97,468	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.593%	-3.602%	80,293	-3,000	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.374%	0.089%	863,059	768	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.142%	-0.580%	425,494	-2,484	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.106%	0.484%	421,068	2,030	2023-03-31
iShares Russell 2000 ETF	2.581%	-0.224%	349,482	-784	2024-10-31
Vanguard Small Cap Index	2.509%	0.192%	339,685	650	2024-10-31
Neuberger Berman Genesis Inv	2.506%	-0.471%	339,344	-1,607	2024-09-30
Conestoga Small Cap Investors	1.725%	2.761%	233,526	6,275	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.482%	-1.567%	200,725	-3,196	2024-09-30
Vanguard Small Cap Growth Index Inv	1.379%	-0.151%	186,742	-282	2024-10-31
Vanguard Extended Market Index Investor	1.374%	-0.017%	186,334	-32	2023-08-31
First Trust Value Line® Dividend ETF	1.295%	-0.047%	175,366	-82	2024-10-31
Fidelity Small Cap Index	1.031%	-2.327%	139,642	-3,327	2024-08-31
Columbia Acorn Inst	0.984%	0.000%	133,261	0	2024-09-30
iShares S&P Small-Cap 600 Growth ETF	0.969%	0.000%	131,165	0	2024-10-31
Fidelity® Small Cap Index	0.965%	2.732%	130,786	3,478	2023-10-31
CT (Lux) Glb Smlr Coms IE	0.927%	113.162%	125,542	66,647	2024-07-31
iShares Russell 2000 Growth ETF	0.894%	0.000%	121,097	0	2024-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.884%	-0.146%	119,771	-175	2024-05-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.884%	0.775%	119,692	920	2024-10-31
Threadneedle (Lux) Glb Smlr Coms IE	0.809%	-7.223%	109,719	-8,542	2023-07-31
Virtus KAR Small-Cap Value I	0.760%	-5.268%	102,907	-5,723	2024-06-30
Vanguard Tax-Managed Small Cap Adm	0.720%	0.000%	97,468	0	2024-10-31
Conestoga Small Cap Growth	0.644%	-1.055%	87,172	-929	2024-09-30
iShares S&P Small-Cap 600 Value ETF	0.626%	0.000%	85,072	0	2023-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.593%	-3.602%	80,293	-3,000	2024-10-31
Fidelity Extended Market Index	0.583%	-1.509%	78,927	-1,209	2024-09-30
Nationwide Geneva Small Cap Gr Instl Svc	0.581%	0.075%	78,704	59	2024-03-31
Vanguard Dividend Appreciation ETF	0.575%	0.542%	77,949	420	2024-02-29
DFA US Small Cap I	0.567%	-7.574%	76,757	-6,290	2024-08-31