Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wd 40 Co (WDFC)

380 + Investors. Track Smart Money conviction in WDFC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
49%

Smart Money Signals — WDFC

Based on 382 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added WDFC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
382 hedge funds hold WDFC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding WDFC is almost the same as a year ago (+7 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

170 buying179 selling
Last quarter: 179 funds reduced or exited vs 170 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new WDFC position: 50 → 61 → 46 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new
248 out of 382 hedge funds have held WDFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+15% value, -3% shares)

Value
+14%
Shares
-2%
Last quarter: total value of institutional WDFC holdings rose +15% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~55 new funds/quarter

42 → 50 → 61 → 46 → 55 new funds/Q
New funds entering each quarter: 50 → 61 → 46 → 55. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 21% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Entry-cohort mix of 389 holders: 269 (69%) are 2+ year veterans, 39 entered 1–2 years ago, and 81 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
56 of 380 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in WDFC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WDFC

In 2026 Q2, 170 hedge funds were net buyers of WDFC (55 opened a new position, 115 added to an existing one), while 179 reduced or exited (126 trimmed, 53 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in WDFC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 382.

Hedge Fund Ownership: WDFC

How many hedge funds hold WDFC — quarterly history vs. share price
Quarterly hedge fund ownership of WDFC vs. share price

Market Analysis: WDFC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WDFC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Wd 40 Co (WDFC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WDFC has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 60d ago
WDFC
-10.1%
SPY
+3.0%

WDFC outperformed SPY by -13.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 15d ago
WDFC
-4.5%
SPY
-0.9%

Since the filing became public, WDFC outperformed SPY by -3.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: WDFC
380 + Investors

Track Smart Money conviction in WDFC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 380 380 -
13F Shares 12M 12M -2.87%
Total Value $2.73B $2.38B 14.77%
New Positions 55 46 +9
Increased Positions 111 129 -18
Closed Positions 53 45 +8
Reduced Positions 126 117 +9
Total Calls 5 4 25.0%
Total Puts 4 4 -
PUT/CALL Ratio 0.8 1.0 Neutral

Statistics: WDFC

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

380 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WDFC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WDFC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DRH Investments, Inc. 6.59% 34,157 $8.3M
2 Ophir Asset Management Pty Ltd 4.05% 202,300 $49.3M
3 Westhampton Capital, LLC 1.62% 16,012 $3.9M
4 Geneva Capital Management LLC 1.24% 222,836 $54.3M
5 GCQ FUNDS MANAGEMENT PTY Ltd 1.04% 30,749 $7.5M
6 Reik & CO., LLC 0.69% 10,800 $2.6M
7 Conestoga Capital Advisors, LLC 0.67% 126,199 $30.7M
8 Silvia Mccoll Wealth Management, LLC 0.59% 4,012 $977K
9 Palatine Hill Wealth Management, LLC 0.55% 2,800 $682K
10 Kayne Anderson Rudnick Investment Management LLC 0.48% 629,021 $153.3M
11 Bridge City Capital, LLC 0.43% 7,786 $1.9M
12 Royce & Associates LP 0.36% 185,690 $45.2M
13 Pavion Blue Capital, LLC 0.34% 3,500 $853K
14 Malaga Cove Capital, LLC 0.34% 4,338 $1.1M
15 Mcdonald Partners LLC 0.33% 5,521 $1.3M
16 Ceredex Value Advisors LLC 0.26% 37,575 $9.2M
17 R Squared Ltd 0.26% 2,002 $488K
18 EntryPoint Capital, LLC 0.20% 1,367 $300K
19 Corient IA LP 0.20% 890 $217K
20 One Wealth Advisors, LLC 0.19% 6,996 $1.7M
21 Buckhead Capital Management LLC 0.18% 2,136 $521K
22 Virtus Advisers, LLC 0.17% 1,853 $451K
23 Guidance Capital, Inc 0.17% 3,093 $793K
24 Schulhoff & Co Inc 0.15% 1,510 $368K
25 Allred Capital Management, LLC 0.14% 1,753 $427K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wd 40 Co (WDFC)

What does the Smart Money Trend signal show for WDFC?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added WDFC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WDFC?

More sellers than buyers — 49% buying: Last quarter: 179 funds reduced or exited vs 170 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WDFC holders?

Elite ownership — 60% AUM from top-100 funds: 56 of 380 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in WDFC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WDFC?

65% of holders stayed for 2+ years: 248 out of 382 hedge funds have held WDFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Wd 40 Co (WDFC) following the 2026 Q2 hedge fund 13F filings?

As of today, WDFC has moved -4.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.9% for the SPY sector ETF — an outperformance of -3.6%. Since the quarter end (June 30, 2026), WDFC has gained -10.1% vs +3.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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