WD 40 CO WDFC
COM · Common Stock · CUSIP 929236107
Manufacturer of household products
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($7.4m this quarter). Holder counts are more reliable. Shares outstanding: 13.4m as of 2026-07-02, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $242.42. Options: 7 managers hold calls ($12.8m notional), 7 hold puts ($7.2m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 282 |
| Q4 2022 | 270 |
| Q1 2023 | 286 |
| Q2 2023 | 288 |
| Q3 2023 | 307 |
| Q4 2023 | 345 |
| Q1 2024 | 355 |
| Q2 2024 | 343 |
| Q3 2024 | 364 |
| Q4 2024 | 371 |
| Q1 2025 | 380 |
| Q2 2025 | 381 |
| Q3 2025 | 374 |
| Q4 2025 | 383 |
| Q1 2026 | 382 |
| Q2 2026 | 385 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 157 | 138 |
| Q4 2024 | 151 | 158 |
| Q1 2025 | 160 | 154 |
| Q2 2025 | 168 | 157 |
| Q3 2025 | 169 | 170 |
| Q4 2025 | 170 | 167 |
| Q1 2026 | 170 | 160 |
| Q2 2026 | 162 | 172 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $14.7m | $11.8m | 0.80 |
| Q4 2025 | $18.1m | $15.7m | 0.87 |
| Q1 2026 | $9.8m | $7.9m | 0.81 |
| Q2 2026 | $12.8m | $7.2m | 0.56 |
Biggest buyers
| AMERICAN CENTURY COMPANIES INC | Added | +193.9k |
| GOLDMAN SACHS GROUP INC | Added | +151.5k |
| Ophir Asset Management Pty Ltd | Added | +96.5k |
| TWO SIGMA INVESTMENTS, LP | Added | +83.5k |
| BlackRock, Inc. | Added | +55.8k |
| AMERIPRISE FINANCIAL INC | Added | +52.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +37.8k |
| Ceredex Value Advisors LLC | New | +37.6k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +33.9k |
| STATE STREET CORP | Added | +22.8k |
Biggest sellers
| MARSHALL WACE, LLP | Reduced | -108.4k |
| NORDEA INVESTMENT MANAGEMENT AB | Sold out | -100.9k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -92.0k |
| JANE STREET GROUP, LLC | Sold out | -80.2k |
| BARCLAYS PLC | Reduced | -72.9k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -65.1k |
| Conestoga Capital Advisors, LLC | Reduced | -64.0k |
| FIRST TRUST ADVISORS LP | Reduced | -62.8k |
| GENEVA CAPITAL MANAGEMENT LLC | Reduced | -59.6k |
| MORGAN STANLEY | Reduced | -52.1k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $6.1m25.2k shares |
| JANE STREET GROUP, LLC | Reduced | $4.0m16.3k shares |
| IMC-Chicago, LLC | Added | $1.3m5.5k shares |
| D. E. Shaw & Co., Inc. | New | $779.6k3.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $560.4k2.3k shares |
| Walleye Trading LLC | Unchanged | $24.4k100 shares |
| SIMPLEX TRADING, LLC | Unchanged | $24.4k100 shares |
Biggest puts
| JANE STREET GROUP, LLC | Reduced | $2.5m10.1k shares |
| CITADEL ADVISORS LLC | Reduced | $1.9m7.8k shares |
| IMC-Chicago, LLC | Reduced | $1.6m6.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $877.1k3.6k shares |
| Walleye Trading LLC | Reduced | $194.9k800 shares |
| GROUP ONE TRADING LLC | Unchanged | $121.8k500 shares |
| SIMPLEX TRADING, LLC | Added | $73.1k300 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-10-17 | 14.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $495.3k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $57.0k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 6 | $522.8k | 0 | — | — |
| Q1 2026 | 1 | $104.8k | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 1 | $117.1k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-13 | Olsem Patricia Q Division President, Americas | Sold | $46.9k200 shares |
| 2026-08-10 | Olsem Patricia Q Division President, Americas | Sold | $70.1k300 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 2.1m $505.7m | Added +55.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 1.1m $262.1m | Added +37.8k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.48% of their portfolio | 629.0k $153.3m | Reduced -5.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 604.5k $147.3m | Reduced -1.2k |
| STATE STREET CORP 0.00% of their portfolio | 549.2k $133.8m | Added +22.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 441.4k $107.6m | Added +33.9k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 377.5k $77.0m | Reduced -92.0k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 348.5k $84.9m | Reduced -62.8k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 311.6k $75.9m | Added +17.3k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 298.7k $72.8m | Added +52.9k |
| Thrivent Financial for Lutherans 0.11% of their portfolio | 276.0k $67.2m | Reduced -477 |
| MORGAN STANLEY 0.00% of their portfolio | 252.7k $61.6m | Reduced -52.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 237.8k $57.9m | Added +151.5k |
| GENEVA CAPITAL MANAGEMENT LLC 1.24% of their portfolio | 222.8k $54.3m | Reduced -59.6k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 212.8k $51.8m | Added +193.9k |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 205.3k $50.0m | Added +83.5k |
| Ophir Asset Management Pty Ltd 4.05% of their portfolio | 202.3k $49.3m | Added +96.5k |
| ROYCE & ASSOCIATES LP 0.36% of their portfolio | 185.7k $45.2m | Added +4.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio | 176.1k $42.9m | Reduced -27.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 157.9k $38.5m | Added +11.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 154.2k $37.6m | Added +2.0k |
| Conestoga Capital Advisors, LLC 0.67% of their portfolio | 126.2k $30.7m | Reduced -64.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 119.7k $29.2m | Added +1.1k |
| Nuveen, LLC 0.01% of their portfolio | 103.8k $25.3m | Added +17.7k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 96.8k $23.6m | Added +3.0k |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 80.7k $19.6m | Added +20.2k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 76.1k $18.5m | Added +5.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 75.7k $18.4m | Added +677 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 75.1k $18.3m | Added +2.7k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 74.7k $18.6m | Added +17.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 71.9k $17.5m | Added +15.6k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 55.8k $13.6m | Reduced -1.1k |
| Invesco Ltd. 0.00% of their portfolio | 52.1k $12.7m | Reduced -12.7k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 46.2k $11.3m | Reduced -2.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 44.8k $11.2m | Added +7.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 43.4k $10.6m | Added +574 |
| Ceredex Value Advisors LLC 0.26% of their portfolio | 37.6k $9.2m | New |
| GAMCO INVESTORS, INC. ET AL 0.08% of their portfolio | 37.5k $9.1m | Unchanged |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 37.3k $9.1m | Reduced -4.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio | 36.2k $8.8m | Reduced -31.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 35.2k $8.6m | Reduced -7.7k |
| DRH Investments, Inc. 6.59% of their portfolio | 34.2k $8.3m | Reduced -2.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 33.4k $8.1m | Reduced -4.1k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 32.0k $7.8m | Reduced -2.1k |
| ProShare Advisors LLC 0.01% of their portfolio | 31.7k $7.7m | Added +3.3k |
| KBC Group NV 0.02% of their portfolio | 30.9k $7.5m | Unchanged |
| GCQ FUNDS MANAGEMENT PTY Ltd 1.04% of their portfolio | 30.7k $7.5m | Reduced -879 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 30.7k $7.5m | Reduced -32.9k |
| Legal & General Group Plc 0.00% of their portfolio | 30.4k $7.4m | Reduced -1.2k |
| UBS Group AG 0.00% of their portfolio | 29.2k $7.1m | Reduced -21.0k |
| Swiss National Bank 0.00% of their portfolio | 27.0k $6.6m | Added +300 |
| Creative Planning 0.00% of their portfolio | 25.6k $6.2m | Reduced -2.2k |
| BARCLAYS PLC 0.00% of their portfolio | 25.4k $6.2m | Reduced -72.9k |
| Vest Financial, LLC 0.06% of their portfolio | 25.0k $6.1m | Reduced -6.2k |
| BESSEMER GROUP INC 0.01% of their portfolio | 24.4k $5.9m | Reduced -108 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 22.3k $5.4m | Added +9.3k |
| CRAWFORD INVESTMENT COUNSEL INC 0.09% of their portfolio | 22.3k $5.4m | Added +890 |
| BROWN ADVISORY INC 0.01% of their portfolio | 21.4k $5.2m | Added +12.8k |
| California Public Employees Retirement System 0.00% of their portfolio | 21.0k $5.1m | Reduced -29 |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 19.8k $4.8m | Reduced -2.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 19.0k $4.6m | Added +2.9k |
| NORGES BANK 0.00% of their portfolio | 18.4k $4.5m | Not comparable |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 18.0k $4.4m | Added +1.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 17.3k $4.2m | Reduced -646 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 17.2k $4.2m | Reduced -19.4k |
| Squarepoint Ops LLC 0.01% of their portfolio | 16.2k $3.9m | Reduced -19.5k |
| Westhampton Capital, LLC 1.62% of their portfolio | 16.0k $3.9m | Reduced -190 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 15.2k $3.7m | Reduced -1.5k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 14.0k $3.4m | Added +157 |
| Quantinno Capital Management LP 0.00% of their portfolio | 14.0k $3.4m | Added +2.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 13.7k $3.3m | Added +4.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 13.7k $3.4m | Reduced -30 |
| LPL Financial LLC 0.00% of their portfolio | 13.7k $3.3m | Added +1.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 13.4k $3.3m | Added +541 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 12.9k $3.2m | Reduced -69 |
| Corient Private Wealth LP 0.00% of their portfolio | 12.4k $3.0m | Added +719 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 12.0k $2.9m | Added +6.0k |
| Texas Yale Capital Corp. 0.06% of their portfolio | 11.8k $2.9m | Reduced -22 |
| Holocene Advisors, LP 0.01% of their portfolio | 11.5k $2.8m | New |
| Man Group plc 0.01% of their portfolio | 11.5k $2.8m | Reduced -16.7k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 11.1k $2.7m | Reduced -501 |
| REIK & CO., LLC 0.69% of their portfolio | 10.8k $2.6m | Unchanged |
| Bridgewater Associates, LP 0.01% of their portfolio | 10.1k $2.5m | Added +3.2k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 10.0k $2.4m | Reduced -108.4k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 9.9k $2.4m | Added +2.1k |
| EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio | 9.9k $2.4m | Added +167 |
| GABELLI FUNDS LLC 0.01% of their portfolio | 9.5k $2.3m | Unchanged |
| BOOTHBAY FUND MANAGEMENT, LLC 0.04% of their portfolio | 9.5k $2.3m | New |
| Mariner, LLC 0.00% of their portfolio | 8.9k $2.2m | Added +215 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 8.5k $2.1m | Added +3.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 8.2k $2.0m | Unchanged |
| MetLife Investment Management, LLC 0.01% of their portfolio | 8.0k $1.9m | Added +599 |
| Bridge City Capital, LLC 0.43% of their portfolio | 7.8k $1.9m | Reduced -154 |
| CITIGROUP INC 0.00% of their portfolio | 7.7k $1.9m | Added +5.4k |
| DAVENPORT & Co LLC 0.01% of their portfolio | 7.7k $1.9m | Added +1.8k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 7.6k $1.9m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 7.5k $1.8m | Added +500 |
| INTECH INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 7.5k $1.8m | Reduced -2.3k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio | 7.4k $1.8m | Added +2.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 7.1k $1.7m | Added +291 |