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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-22 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 07-16 +28d$1K–$15K
2020-08-19Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 07-30 +20d$1K–$15K
2020-08-10Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 07-22 +19d$1K–$15K
2020-05-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 04-23 +20d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
294HARBOUR INVESTMENTS, INC.$01
295Clearstead Advisors, LLC$01
296HSBC HOLDINGS PLC$01
297COMERICA BANK$01
298VIRGINIA RETIREMENT SYSTEMS ET Al$01
299PROFUND ADVISORS LLC$01
300BALYASNY ASSET MANAGEMENT L.P.$01
301CIBC Private Wealth Group LLC$01
302Graham Capital Management, L.P.$01
303NORGES BANK$01
304Laurion Capital Management LP$01
305CAPSTONE INVESTMENT ADVISORS, LLC$01
306TWO SIGMA SECURITIES, LLC$01
307DekaBank Deutsche Girozentrale$01
308TWO SIGMA ADVISERS, LP$01
309DRW Securities, LLC$01
310Gotham Asset Management, LLC$01
311SRH ADVISORS, LLC$01
312Brevan Howard Capital Management LP$01
313Engineers Gate Manager LP$01
314Schonfeld Strategic Advisors LLC$01
315Meridian Wealth Management, LLC$01
316Holocene Advisors, LP$01
317Garner Asset Management Corp$01
318Crewe Advisors LLC$01
319Global Retirement Partners, LLC$01
320Laurel Wealth Advisors LLC$01
321CBIZ Investment Advisory Services, LLC$01
322Optiver Holding B.V.$01
323AlphaQuest LLC$01
324SageView Advisory Group, LLC$01
325AXQ CAPITAL, LP$01
326Quarry LP$01
327DiNuzzo Private Wealth, Inc.$01
328QSV Equity Investors LLC$01
329WealthCollab, LLC$01
330Jain Global LLC$01
331Aster Capital Management (DIFC) Ltd$01
332Bayforest Capital Ltd$01
333OPTIMA CAPITAL LLC$01
334MidFirst Bank$01
Truncated by Public Filings. The published aggregate ranks the top 334 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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