WD-40 Company

WDFC • NASDAQ

WD-40 Company is a chemicals - specialty company in the basic materials sector on NASDAQ, led by Steven A. Brass, with a market cap of $2.8B. As of Q3 2025, 85% of shares are held by 366 institutional investors, with BlackRock, Inc. as the largest holder at 14.67%.

Chief Executive OfficerSteven A. Brass

Market Cap$2.8B

Chemicals - Specialty

Basic Materials

Employees613.0

Websitewd40company.com

Country

United States of America

Overview

Overview of institutional ownership in WDFC as of Q3 2025 with a market cap of $2.7B

All Institutions

Institutions: 366
Value Held: $2.3B
Shares Held: 11.5M
Avg Position: $6.2M
Median Position: $507.4K

Hedge Funds

Hedge Funds: 42
Value Held: $240.5M
Shares Held: 1.2M
Avg Position: $5.7M
Median Position: $1.7M

Ownership Breakdown

Institutional (non-HF)

76.05%

$2.0B

Hedge Funds

8.99%

$240.5M

Retail & Other

14.96%

$400.1M

Based on market cap of $2.7B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in WDFC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$392.3M 0.01% of portfolio	14.67% 2.0M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$316.8M 0.00% of portfolio	11.85% 1.6M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	$109.3M 0.27% of portfolio	4.09% 553.2K shares	≤ Q2 2013 Held for 12y 5m+	$41.0B
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$105.5M 0.03% of portfolio	3.94% 533.7K shares	≤ Q2 2013 Held for 12y 5m+	$317.45B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$102.8M 0.00% of portfolio	3.84% 520.0K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$79.7M 0.01% of portfolio	2.98% 403.0K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
Conestoga Capital Advisors, LLC Long Only Manager	Joseph Francis Monahan Partner	$61.4M 0.99% of portfolio	2.30% 310.6K shares	Q4 2016 Held for 8y 11m	$6.2B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$60.1M 0.01% of portfolio	2.25% 304.2K shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	$56.4M 0.07% of portfolio	2.11% 285.6K shares	≤ Q2 2013 Held for 12y 5m+	$75.8B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$56.1M 0.01% of portfolio	2.10% 284.1K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B

Net Capital Flow

Institutional buying and selling activity for WDFC in Q3 2025

Traded: −$51.7M
Buyers: 172
Sellers: 165
Total Bought: +$182.5M
Total Sold: −$234.2M
Avg Position: $5.5M

Biggest Buyers

Institution	Net Bought	Current Position
FIRST TRUST ADVISORS LP ETF Provider	+$18.5M +93.5K shares	$35.3M 178.4K shares
S Squarepoint Ops LLC Hedge Fund•Quant	+$13.8M +69.9K shares	$13.8M 69.9K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	+$10.0M +50.6K shares	$12.4M 62.5K shares
D D. E. Shaw & Co., Inc. Institution	+$9.4M +47.7K shares	$10.3M 51.9K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	+$9.0M +45.5K shares	$12.8M 64.7K shares
Marshall Wace LLP Institution	+$8.6M +43.4K shares	$28.0M 141.5K shares
G GCQ FUNDS MANAGEMENT PTY Ltd Institution	+$7.1M +35.8K shares	$23.1M 116.9K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$6.9M +34.9K shares	$25.8M 130.8K shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	+$6.4M +32.3K shares	$105.5M 533.7K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$6.0M +30.5K shares	$6.8M 34.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
L Laurel Wealth Advisors LLC RIA/Wealth	−$35.9M −157.4K shares	Sold Off 0 shares
B BlackRock, Inc. Institution	−$22.4M −113.3K shares	$392.3M 2.0M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$16.3M −82.3K shares	$29.0M 146.6K shares
DF DENT & CO INC Long Only Manager	−$14.7M −64.4K shares	Sold Off 0 shares
A APG All Pensions Group NV Institution	−$14.6M −86.6K shares	$9.3M 55.1K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$13.6M −59.8K shares	Sold Off 0 shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$11.6M −58.6K shares	$9.6M 48.4K shares
WHITTIER TRUST CO RIA/Wealth	−$7.6M −38.9K shares	$1.6M 8.3K shares
JUPITER ASSET MANAGEMENT LTD Long Only Manager	−$6.4M −28.1K shares	Sold Off 0 shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$5.9M −29.9K shares	$7.6M 38.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited WDFC in Q3 2025

New Positions: 20
New Value: $4.0M
Exited Positions: 45
Exited Value: $98.5M

New Positions

Institution	Position Value
S SIG BROKERAGE, LP Institution	$1.2M 6.0K shares
Morningstar Investment Management LLC Long Only Manager	$654.3K 3.3K shares
Horizon Investments, LLC/SC Long Only Manager	$520.3K 2.6K shares
P Perbak Capital Partners LLP Institution	$440.3K 2.2K shares
Virtus ETF Advisers LLC Long Only Manager	$322.3K 1.6K shares
Advisors Preferred, LLC Institution	$248.2K 1.3K shares
Savant Capital, LLC RIA/Wealth	$242.9K 1.2K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	$218.1K 1.1K shares
N NATIONAL BANK OF CANADA /FI/ Institution	$112.6K 575.0 shares
HM PAYSON & CO RIA/Wealth	$28.1K 142.0 shares

Exited Positions

Institution	Previous Position
L Laurel Wealth Advisors LLC RIA/Wealth	$35.9M 157.4K shares
DF DENT & CO INC Long Only Manager	$14.7M 64.4K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$13.6M 59.8K shares
JUPITER ASSET MANAGEMENT LTD Long Only Manager	$6.4M 28.1K shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$5.7M 25.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$4.0M 17.5K shares
S SG Americas Securities, LLC Institution	$3.7M 16.2K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$2.5M 10.9K shares
H HSBC HOLDINGS PLC Institution	$1.9M 8.3K shares
H HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Institution	$1.2M 5.4K shares

Options Activity

Institutions with the largest Call and Put options positions in WDFC as of Q3 2025

Call Positions: 3
Call Value: $10.5M
Put Positions: 6
Put Value: $11.8M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$6.6M 335.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.2M 161.0 contracts
J JANE STREET GROUP, LLC Institution	$731.1K 37.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$4.9M 248.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.3M 118.0 contracts
S SIG BROKERAGE, LP Institution	$2.0M 100.0 contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$2.0M 100.0 contracts
J JANE STREET GROUP, LLC Institution	$592.8K 30.0 contracts
W WOLVERINE TRADING, LLC Institution	- - contracts

Most Committed Institutions

Institutions with WDFC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
G GCQ FUNDS MANAGEMENT PTY Ltd Institution	-	3.51% $23.1M	0.86% 116.9K shares	Q4 2024 Held for 11 months	$658.5M
P Profit Investment Management, LLC Institution	-	1.80% $1.4M	0.05% 7.2K shares	Q4 2023 Held for 1y 11m	$79.5M
Westhampton Capital, LLC RIA/Wealth	Brant Rittenhouse Snavely CEO	1.47% $3.0M	0.11% 15.2K shares	Q2 2019 Held for 6y 5m	$205.0M
Q QSV Equity Investors LLC Institution	-	1.13% $1.1M	0.04% 5.6K shares	Q4 2023 Held for 1y 11m	$97.9M
Conestoga Capital Advisors, LLC Long Only Manager	Joseph Francis Monahan Partner	0.99% $61.4M	2.30% 310.6K shares	Q4 2016 Held for 8y 11m	$6.2B
GENEVA CAPITAL MANAGEMENT LTD/WI Long Only Manager	Jose Manuel Munoz Quiroga Managing Partner	0.90% $52.2M	1.95% 264.1K shares	Q1 2020 Held for 5y 8m	$5.8B
DIVIDEND ASSET CAPITAL, LLC RIA/Wealth	James Glenn Haley CEO	0.71% $4.0M	0.15% 20.5K shares	Q1 2024 Held for 1y 8m	$570.3M
R REIK & CO., LLC RIA/Wealth	Jr. William Reik Managing Partner	0.59% $2.1M	0.08% 10.8K shares	≤ Q2 2013 Held for 12y 5m+	$364.8M
SILVIA MCCOLL WEALTH MANAGEMENT, LLC RIA/Wealth	William Gregory Mccoll Managing Partner	0.54% $804.0K	0.03% 4.1K shares	Q4 2022 Held for 2y 11m	$147.7M
Bridge City Capital, LLC Long Only Manager	Alexander Jackson Woodward President	0.49% $1.8M	0.07% 9.3K shares	Q2 2017 Held for 8y 5m	$374.5M

Hedge Fund Spotlight

Discover hedge funds investing in WDFC

Trexquant Investment LP

Hedge Fund • Quant

Portfolio ManagerTaesoon (Tyger) Park

Portfolio Value: $9.7B
Positions: 1,540
Last Reported: Q3 2025

Sector Allocation

Position in WD-40 Company

Market Value: $13.3M
Shares Held: 67.5K
Portfolio Weight: 0.14%
Owned Since: 2025-Q1

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