Public record / Tickers / WDFC

WDFC — WD 40 CO†

Both disclosure regimes on one name: who in Congress filed about WDFC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
6
all PTR rows naming WDFC
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
334
top-334 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

SELL · traded 2025-07-22 → filed 2025-08-13. Ranked over every WDFC row by the provable lower bound, never a point estimate.

No member disclosed WDFC in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WDFC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WDFC
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 07-22 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 07-16 +28d$1K–$15K
2020-08-19Gilbert Ray Cisneros, Jr. D–CA-31SELLTraded 07-30 +20d$1K–$15K
2020-08-10Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 07-22 +19d$1K–$15K
2020-05-13Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 04-23 +20d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in WDFC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed WDFC in the trailing 12 months.

Congress ↔ notable managers · WDFC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · WD 40 CO

Merged timeline of congressional filings and notable-manager moves on WDFC
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FTRIM−9,937 sh
2026-05-15Gotham Asset Management 13FEXIT−1,203 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of WDFC for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$412M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$212M1
3KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$129M1
4VANGUARD CAPITAL MANAGEMENT LLC$124M1
5STATE STREET CORP$107M1
6ALLIANCEBERNSTEIN L.P.$92.5M1
7FIRST TRUST ADVISORS LP$83.9M1
8GEODE CAPITAL MANAGEMENT, LLC$83.1M1
9MORGAN STANLEY$62.2M1
10DIMENSIONAL FUND ADVISORS LP$60.0M1
11AMERIPRISE FINANCIAL INC$50.1M1
12RENAISSANCE TECHNOLOGIES LLC$41.5M1
13Conestoga Capital Advisors, LLC$38.8M1
14ROYCE & ASSOCIATES LP$36.9M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$31.1M1
16NORTHERN TRUST CORP$29.9M1
17TWO SIGMA INVESTMENTS, LP$24.8M1
18Bank of New York Mellon Corp$24.2M1
19Ophir Asset Management Pty Ltd$21.6M1
20NORDEA INVESTMENT MANAGEMENT AB$20.6M1
21BARCLAYS PLC$20.1M1
22VANGUARD FIDUCIARY TRUST CO$19.1M1
23Nuveen, LLC$17.6M1
24JANE STREET GROUP, LLC$16.4M1
25PRINCIPAL FINANCIAL GROUP INC$15.3M1
26RAYMOND JAMES FINANCIAL INC$14.8M1
27AQR CAPITAL MANAGEMENT LLC$14.4M1
28JACOBS LEVY EQUITY MANAGEMENT, INC$13.8M1
29MILLENNIUM MANAGEMENT LLC$13.5M1
30Invesco Ltd.$13.2M1
31D. E. Shaw & Co., Inc.$13.0M1
32CITADEL ADVISORS LLC$11.6M1
33WELLS FARGO & COMPANY/MN$11.5M1
34UBS Group AG$10.2M1
35PUBLIC SECTOR PENSION INVESTMENT BOARD$9.8M1
36BANK OF AMERICA CORP /DE/$8.7M1
37ENVESTNET ASSET MANAGEMENT INC$8.7M1
38UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$7.6M1
39VOLORIDGE INVESTMENT MANAGEMENT, LLC$7.5M1
40Squarepoint Ops LLC$7.3M1
41TEACHER RETIREMENT SYSTEM OF TEXAS$7.0M1
42GCQ FUNDS MANAGEMENT PTY Ltd$6.5M1
43Legal & General Group Plc$6.4M1
44Vest Financial, LLC$6.4M1
45ProShare Advisors LLC$5.8M1
46Man Group plc$5.7M1
47Creative Planning$5.7M1
48Swiss National Bank$5.4M1
49FIFTH THIRD BANCORP$4.5M1
50CRAWFORD INVESTMENT COUNSEL INC$4.4M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$4.3M1
52AMERICAN CENTURY COMPANIES INC$3.8M1
53Point72 Asset Management, L.P.$3.7M1
54ROYAL BANK OF CANADA$3.7M1
55STIFEL FINANCIAL CORP$3.5M1
56Qube Research & Technologies Ltd$3.3M1
57Westhampton Capital, LLC$3.3M1
58FMR LLC$3.2M1
59XTX Topco Ltd$2.9M1
60PRUDENTIAL FINANCIAL INC$2.8M1
61SCHRODER INVESTMENT MANAGEMENT GROUP$2.8M1
62Jefferies Financial Group Inc.$2.8M1
63DEUTSCHE BANK AG\$2.7M1
64VANGUARD ASSET MANAGEMENT, Ltd$2.6M1
65LPL Financial LLC$2.6M1
66Texas Yale Capital Corp.$2.4M1
67Quantinno Capital Management LP$2.4M1
68Corient Private Wealth LLC$2.4M1
69HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.3M1
70REIK & CO., LLC$2.2M1
71INTECH INVESTMENT MANAGEMENT LLC$2.0M1
72EXCHANGE TRADED CONCEPTS, LLC$2.0M1
73SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.0M1
74State of New Jersey Common Pension Fund D$1.9M1
75New Age Alpha Advisors, LLC$1.9M1
76BROWN ADVISORY INC$1.8M1
77Mariner, LLC$1.8M1
78Susquehanna Portfolio Strategies, LLC$1.7M1
79CANADA PENSION PLAN INVESTMENT BOARD$1.7M1
80Bridge City Capital, LLC$1.6M1
81One Wealth Advisors, LLC$1.6M1
82FEDERATED HERMES, INC.$1.6M1
83Universal- Beteiligungs- und Servicegesellschaft mbH$1.5M1
84MetLife Investment Management, LLC$1.5M1
85VICTORY CAPITAL MANAGEMENT INC$1.5M1
86MAVERICK CAPITAL LTD$1.5M1
87Illinois Municipal Retirement Fund$1.5M1
88NEW YORK STATE COMMON RETIREMENT FUND$1.4M1
89HANCOCK WHITNEY CORP$1.4M1
90Cetera Investment Advisers$1.4M1
91Bridgewater Associates, LP$1.4M1
92VOYA INVESTMENT MANAGEMENT LLC$1.4M1
93Pathstone Holdings, LLC$1.3M1
94COMMONWEALTH EQUITY SERVICES, LLC$1.3M1
95MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.3M1
96Janus Henderson Group Ltd.$1.3M1
97MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.2M1
98DAVENPORT & Co LLC$1.2M1
99IEQ CAPITAL, LLC$1.2M1
100Federation des caisses Desjardins du Quebec$1.2M1
101Vanguard Global Advisers, LLC$1.2M1
102MCDONALD PARTNERS LLC$1.2M1
103STATE OF WISCONSIN INVESTMENT BOARD$1.1M1
104PineStone Asset Management Inc.$1.1M1
105Trexquant Investment LP$1.0M1
106SEI INVESTMENTS CO$993K1
107Wilmington Savings Fund Society, FSB$981K1
108ExodusPoint Capital Management, LP$976K1
109Avior Wealth Management, LLC$917K1
110ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$900K1
111SILVIA MCCOLL WEALTH MANAGEMENT, LLC$818K1
112Radnor Capital Management, LLC$775K1
113Arizona State Retirement System$755K1
114OSAIC HOLDINGS, INC.$745K1
115YOUSIF CAPITAL MANAGEMENT, LLC$735K1
116HighTower Advisors, LLC$734K1
117ALPS ADVISORS INC$729K1
118Cerity Partners LLC$719K1
119Y-Intercept (Hong Kong) Ltd$717K1
120Pavion Blue Capital, LLC$714K1
121WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$712K1
122Malaga Cove Capital, LLC$684K1
123Vanguard Investments Australia, Ltd.$682K1
124COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$680K1
125DIVIDEND ASSETS CAPITAL, LLC$669K1
126Vanguard Personalized Indexing Management, LLC$659K1
127CWM, LLC$652K1
128BENJAMIN EDWARDS INC$648K1
129CENTRAL TRUST Co$639K1
130Zurcher Kantonalbank (Zurich Cantonalbank)$638K1
131MERCER GLOBAL ADVISORS INC /ADV$637K1
132GUIDANCE CAPITAL, INC$635K1
133OREGON PUBLIC EMPLOYEES RETIREMENT FUND$633K1
134KLP KAPITALFORVALTNING AS$612K1
135O'SHAUGHNESSY ASSET MANAGEMENT, LLC$605K1
136PITTENGER & ANDERSON INC$602K1
137Sequoia Financial Advisors, LLC$578K1
138IMC-Chicago, LLC$572K1
139TD Capital Management LLC$570K1
140NISA INVESTMENT ADVISORS, LLC$562K1
141STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$553K1
142Amundi$522K1
143Inspire Investing, LLC$515K1
144Morningstar Investment Management LLC$479K1
145Pictet Asset Management Holding SA$479K1
146CITIGROUP INC$468K1
147Numerai GP LLC$444K1
148FOX RUN MANAGEMENT, L.L.C.$439K1
149BUCKHEAD CAPITAL MANAGEMENT LLC$436K1
150Dynamic Technology Lab Private Ltd$434K1
151QUADRANT CAPITAL GROUP LLC$427K1
152Baird Financial Group, Inc.$410K1
153MARTINGALE ASSET MANAGEMENT L P$409K1
154CARDEROCK CAPITAL MANAGEMENT INC$408K1
155&PARTNERS$401K1
156Maryland State Retirement & Pension System$400K1
157Headlands Technologies LLC$394K1
158AVIVA PLC$390K1
159R Squared Ltd$383K1
160Andina Capital Management, LLC$382K1
161TRUIST FINANCIAL CORP$381K1
162OCCUDO QUANTITATIVE STRATEGIES LP$377K1
163FRANKLIN RESOURCES INC$374K1
164BANK OF MONTREAL /CAN/$368K1
165Callan Family Office, LLC$363K1
166Allred Capital Management, LLC$358K1
167Steward Partners Investment Advisory, LLC$340K1
168Atria Investments, Inc$335K1
169VIRTUS ADVISERS, LLC$333K1
170Ensign Peak Advisors, Inc$330K1
171MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$315K1
172Perbak Capital Partners LLP$313K1
173SCHULHOFF & CO INC$308K1
174Checchi Capital Advisers, LLC$306K1
175Empowered Funds, LLC$305K1
176Quantbot Technologies LP$301K1
177GLENMEDE TRUST CO NA$296K1
178LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$294K1
179Odyssean, LLC$290K1
180SUMMITRY LLC$288K1
181M&T BANK CORP$288K1
182Private Advisor Group, LLC$287K1
183Marble Harbor Investment Counsel, LLC$286K1
184EVERGREEN CAPITAL MANAGEMENT LLC$277K1
185Focus Partners Wealth$269K1
186Rodgers Brothers Inc.$265K1
187XPONANCE LLC$263K1
188NewEdge Advisors, LLC$262K1
189Legato Capital Management LLC$258K1
190EntryPoint Capital, LLC$257K1
191US BANCORP \DE\$256K1
192Allworth Financial LP$249K1
193Rockefeller Capital Management L.P.$241K1
194Forvis Mazars Wealth Advisors, LLC$241K1
195CIM INVESTMENT MANAGEMENT INC$239K1
196RICE HALL JAMES & ASSOCIATES, LLC$235K1
197HOWARD WEALTH MANAGEMENT, LLC$235K1
198Ameritas Investment Partners, Inc.$225K1
199Pinnacle Financial Partners, Inc.$225K1
200Vident Advisory, LLC$222K1
201Kestra Advisory Services, LLC$219K1
202Stokes Family Office, LLC$219K1
203Stratos Wealth Partners, LTD.$217K1
204COLDSTREAM CAPITAL MANAGEMENT INC$214K1
205SWEENEY & MICHEL, LLC$212K1
206HB Wealth Management, LLC$212K1
207WEALTH ALLIANCE, LLC$211K1
208Meeder Advisory Services, Inc.$210K1
209Verition Fund Management LLC$208K1
210NWAM LLC$204K1
211REGIONS FINANCIAL CORP$204K1
212Tower Research Capital LLC (TRC)$192K1
213Corient IA LLC$182K1
214Smartleaf Asset Management LLC$172K1
215State of Wyoming$125K1
216NATIONAL BANK OF CANADA /FI/$119K1
217Evelyn Partners Investment Management LLP$116K1
218Walleye Trading LLC$113K1
219Clearstead Trust, LLC$100K1
220Caitong International Asset Management Co., Ltd$97.7K1
221Scarborough Advisors, LLC$91.8K1
222Advisors Asset Management, Inc.$73.0K1
223Bangor Savings Bank$68.9K1
224Larson Financial Group LLC$67.2K1
225Missouri Trust & Investment Co$61.2K1
226BNP Paribas Asset Management Holding S.A.$60.2K1
227Pinnacle Wealth Planning Services, Inc.$60.0K1
228THRIVENT FINANCIAL FOR LUTHERANS$56.4K1
229Center for Financial Planning, Inc.$40.8K1
230MAI Capital Management$40.2K1
231SIGNATUREFD, LLC$36.3K1
232HM PAYSON & CO$29.0K1
233JONES FINANCIAL COMPANIES LLLP$24.9K1
234Kemnay Advisory Services Inc.$22.6K1
235Blue Trust, Inc.$22.4K1
236AMERIFLEX GROUP, INC.$21.5K1
237PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$20.8K1
238Salomon & Ludwin, LLC$19.2K1
239Arlington Trust Co LLC$18.4K1
240Sterling Capital Management LLC$17.9K1
241UMB Bank, n.a.$16.1K1
242Ancora Advisors LLC$14.7K1
243NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14.7K1
244Arax Advisory Partners$14.5K1
245Physician Wealth Advisors, Inc.$14.3K1
246NATIXIS ADVISORS, LLC$12.3K1
247CVA Family Office, LLC$11.0K1
248Atlantic Union Bankshares Corp$10.2K1
249HRT FINANCIAL LP$7.0K1
250Parkside Financial Bank & Trust$6.9K1
251KBC Group NV$6.3K1
252ENTRUST FINANCIAL LLC$5.5K1
253Keating Financial Advisory Services, Inc.$5.5K1
254MATHER GROUP, LLC.$5.3K1
255Key FInancial Inc$4.5K1
256Altshuler Shaham Ltd$3.7K1
257ASSETMARK, INC$3.7K1
258NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.7K1
259CANADA LIFE ASSURANCE Co$2.4K1
260SJS Investment Consulting Inc.$2.0K1
261Bell Investment Advisors, Inc$1.8K1
262Dogwood Wealth Management LLC$1.8K1
263FARMERS & MERCHANTS INVESTMENTS INC$1.6K1
264Virtu Financial LLC$1.6K1
265State of Alaska, Department of Revenue$1.5K1
266ALGERT GLOBAL LLC$1.4K1
267JFS WEALTH ADVISORS, LLC$1.2K1
268SBI Securities Co., Ltd.$1.2K1
269JPL Wealth Management, LLC$1.2K1
270GSA CAPITAL PARTNERS LLP$1.0K1
271ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.0K1
272Godfrey Financial Associates, Inc.$1.0K1
273SIMPLEX TRADING, LLC$1.0K1
274Marquette Asset Management, LLC$8161
275Prestige Wealth Management Group LLC$8161
276AMALGAMATED BANK$7921
277TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$6851
278Manchester Capital Management LLC$4081
279Private Wealth Management Group, LLC$4081
280Ankerstar Wealth, LLC$4081
281GILPIN WEALTH MANAGEMENT, LLC$4081
282HFM Investment Advisors, LLC$4081
283Transamerica Financial Advisors, LLC$4071
284Investors Portfolio Services LLC$3981
285PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$3191
286Vermillion Wealth Management, Inc.$2041
287Abound Wealth Management$2041
288Rialto Wealth Management, LLC$2041
289TopTier Wealth Management, LLC$2041
290HARBOR CAPITAL ADVISORS, INC.$101
291Smithfield Trust Co$91
292Avion Wealth$21
293VANGUARD GROUP INC— value not disclosed1
294HARBOUR INVESTMENTS, INC.— value not disclosed1
295Clearstead Advisors, LLC— value not disclosed1
296HSBC HOLDINGS PLC— value not disclosed1
297COMERICA BANK— value not disclosed1
298VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
299PROFUND ADVISORS LLC— value not disclosed1
300BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
301CIBC Private Wealth Group LLC— value not disclosed1
302Graham Capital Management, L.P.— value not disclosed1
303NORGES BANK— value not disclosed1
304Laurion Capital Management LP— value not disclosed1
305CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
306TWO SIGMA SECURITIES, LLC— value not disclosed1
307DekaBank Deutsche Girozentrale— value not disclosed1
308TWO SIGMA ADVISERS, LP— value not disclosed1
309DRW Securities, LLC— value not disclosed1
310Gotham Asset Management, LLC— value not disclosed1
311SRH ADVISORS, LLC— value not disclosed1
312Brevan Howard Capital Management LP— value not disclosed1
313Engineers Gate Manager LP— value not disclosed1
314Schonfeld Strategic Advisors LLC— value not disclosed1
315Meridian Wealth Management, LLC— value not disclosed1
316Holocene Advisors, LP— value not disclosed1
317Garner Asset Management Corp— value not disclosed1
318Crewe Advisors LLC— value not disclosed1
319Global Retirement Partners, LLC— value not disclosed1
320Laurel Wealth Advisors LLC— value not disclosed1
321CBIZ Investment Advisory Services, LLC— value not disclosed1
322Optiver Holding B.V.— value not disclosed1
323AlphaQuest LLC— value not disclosed1
324SageView Advisory Group, LLC— value not disclosed1
325AXQ CAPITAL, LP— value not disclosed1
326Quarry LP— value not disclosed1
327DiNuzzo Private Wealth, Inc.— value not disclosed1
328QSV Equity Investors LLC— value not disclosed1
329WealthCollab, LLC— value not disclosed1
330Jain Global LLC— value not disclosed1
331Aster Capital Management (DIFC) Ltd— value not disclosed1
332Bayforest Capital Ltd— value not disclosed1
333OPTIMA CAPITAL LLC— value not disclosed1
334MidFirst Bank— value not disclosed1
Truncated by Public Filings. Every one of the 292 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on WDFC

RETAINED WINDOW · ACTIVE HITS

Zero hits on WDFC in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for WDFC · financials and macro

Financials — as filed PLANNED

WDFC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: WDFC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing