WD-40 Ownership | Who Owns WD-40?
WD-40 Ownership Summary
WD-40 is owned by 91.12% institutional investors, 0.74% insiders, and 8.13% retail investors. Blackrock is the largest institutional shareholder, holding 15.21% of WDFC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.46% of its assets in WD-40 shares.
WDFC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WD-40 | 91.12% | 0.74% | 8.13% |
| Sector | Basic Materials Stocks | 53.61% | 10.31% | 36.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 2.06M | 15.21% | $453.00M |
| Apg asset management | 1.78M | 13.15% | $365.46M |
| Vanguard group | 1.61M | 11.85% | $352.95M |
| Kayne anderson rudnick investment management | 579.45K | 4.27% | $127.27M |
| Neuberger berman group | 548.15K | 4.04% | $120.40M |
| State street | 513.74K | 3.79% | $112.84M |
| Geode capital management | 365.17K | 2.69% | $80.22M |
| Conestoga capital advisors | 319.37K | 2.36% | $77.50M |
| Dimensional fund advisors lp | 307.10K | 2.27% | $67.45M |
| Ameriprise financial | 266.27K | 1.96% | $58.48M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Westhampton capital | 16.68K | 2.07% | $4.05M |
| Profit investment management | 10.01K | 1.95% | $2.43M |
| Qsv equity investors | 5.56K | 1.27% | $1.22M |
| Conestoga capital advisors | 319.37K | 1.03% | $77.50M |
| Semanteon capital management, lp | 5.55K | 0.86% | $1.22M |
| Geneva capital management | 210.64K | 0.84% | $46.26M |
| 683 capital management | 50.00K | 0.83% | $10.98M |
| Silvia mccoll wealth management | 4.07K | 0.74% | $986.74K |
| Apg asset management | 1.78M | 0.65% | $365.46M |
| Reik | 10.80K | 0.63% | $2.62M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 155.17K | 0.01% | 155.17K |
| Ameriprise financial | 266.27K | 0.02% | 93.69K |
| Millennium management | 69.65K | 0.01% | 31.05K |
| Geode capital management | 365.17K | 0.01% | 24.81K |
| Voloridge investment management | 20.75K | 0.02% | 20.75K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Principal financial group | 109.56K | 0.01% | -53.07K |
| Goldman sachs group | 52.56K | 0.00% | -44.82K |
| Squarepoint ops | 34.01K | 0.01% | -36.95K |
| Blackrock | 2.06M | 0.01% | -34.17K |
| Barclays | 9.05K | 0.00% | -24.93K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 155.17K | 0.01% | 155.17K | $34.08M |
| Voloridge investment management | 20.75K | 0.02% | 20.75K | $4.56M |
| Van eck associates | 13.26K | 0.00% | 13.26K | $3.22M |
| Corebridge financial | 7.90K | 0.01% | 7.90K | $1.73M |
| Mirae asset global etfs | 6.88K | 0.00% | 6.88K | $1.51M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Mendota financial group | -1.00 |
| Avion wealth | -2.00 |
| Innealta capital | -8.00 |
| Systm wealth solutions | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 368 | 4.55% | 12,350,670 | -1.98% | 91 | 1.05% | 157 | 8.28% | 117 | -1.68% |
| Jun 30, 2024 | 347 | -5.71% | 12,589,440 | 0.71% | 92 | 1.09% | 143 | -10.06% | 118 | - |
| Mar 31, 2024 | 368 | 3.37% | 12,501,234 | -2.32% | 92 | 1.04% | 159 | -3.05% | 118 | 10.28% |
| Dec 31, 2023 | 356 | 12.30% | 12,797,765 | 2.64% | 94 | 1.12% | 164 | 30.16% | 107 | 3.88% |
| Sep 30, 2023 | 317 | 5.32% | 12,468,902 | -0.58% | 91 | 1.08% | 126 | 1.61% | 103 | 21.18% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 874.92K | 6.46% | 396.00 |
| Vanguard Total Stock Mkt Idx Inv | 424.23K | 3.13% | 530.00 |
| iShares Russell 2000 ETF | 363.17K | 2.68% | -1.40K |
| Vanguard Small Cap Index | 345.13K | 2.55% | 3.50K |
| Neuberger Berman Genesis Inv | 235.96K | 1.74% | -103.38K |
| Conestoga Small Cap Investors | 233.53K | 1.72% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 204.87K | 1.51% | 3.90K |
| Vanguard Small Cap Growth Index Inv | 195.82K | 1.45% | 7.85K |
| First Trust Value Line® Dividend ETF | 171.71K | 1.27% | -80.00 |
| Fidelity Small Cap Index | 139.32K | 1.03% | 535.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 13, 2024 | NOBLE WILLIAM B | Group Managing Director | Sell | $289.70K |
| Oct 22, 2024 | NOBLE WILLIAM B | Group Managing Director, EIMEA | Sell | $205.58K |
| May 09, 2024 | HYZER SARA KATHLEEN | VP, Finance & CFO | Buy | $49.59K |
| Apr 16, 2024 | Brass Steven A | President and CEO | Buy | $100.32K |
| Apr 12, 2024 | PENDARVIS DAVID | - | Buy | $77.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q2 | 3 | - |
| 2024 Q1 | 1 | - |
| 2023 Q4 | - | - |
| 2023 Q2 | 4 | 1 |
WDFC Ownership FAQ
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