Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WD 40 CO (WDFC)

374 + 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
↓ -4
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — WDFC

Based on 374 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WDFC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
374 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 (-1 funds, 0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

172 buying165 selling
Last quarter: 172 funds bought or added vs 165 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 41 → 50 → 61 → 44. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 15% medium ■ 19% new
248 out of 374 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.
📈

Growing discovery — still being found

41 → 41 → 50 → 61 → 44 new funds/Q
New funds entering each quarter: 41 → 50 → 61 → 44. A growing number of institutions are discovering WDFC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 9% 1-2yr ■ 21% new
Of 382 current holders: 267 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
52 of 374 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q1, 172 hedge funds were net buyers of WDFC (44 opened a new position, 128 added to an existing one), while 165 reduced or exited (117 trimmed, 48 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 39% of total institutional value in WDFC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 374.

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 Q1 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 March 31, 2026 · 50d ago
WDFC
+6.0%
SPY
+42.5%

WDFC outperformed SPY by -36.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
WDFC
+2.6%
SPY
-1.8%

Since the filing became public, WDFC outperformed SPY by +4.4% .

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.

27 top-rated funds 0 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: WDFC
374 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 374 378 -1.06%
13F Shares 12M 12M 2.67%
Total Value $2.34B $2.29B 2.07%
New Positions 44 61 -17
Increased Positions 127 123 +4
Closed Positions 48 53 -5
Reduced Positions 115 123 -8
Total Calls 4 3 33.33%
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: WDFC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

374 + 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 institutional holders of WDFC — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DRH Investments, Inc. 6.13% 37,004 $7.5M
2 Ophir Asset Management Pty Ltd 2.51% 105,755 $21.6M
3 Westhampton Capital, LLC 1.54% 16,202 $3.3M
4 GENEVA CAPITAL MANAGEMENT LLC 1.22% 282,449 $57.6M
5 GCQ FUNDS MANAGEMENT PTY Ltd 0.86% 31,628 $6.5M
6 Conestoga Capital Advisors, LLC 0.77% 190,200 $38.8M
7 REIK & CO., LLC 0.61% 10,800 $2.2M
8 SILVIA MCCOLL WEALTH MANAGEMENT, LLC 0.54% 4,012 $818K
9 Palatine Hill Wealth Management, LLC 0.50% 2,800 $571K
10 Bridge City Capital, LLC 0.45% 7,940 $1.6M
11 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.38% 634,334 $129.4M
12 ROYCE & ASSOCIATES LP 0.36% 180,847 $36.9M
13 Andina Capital Management, LLC 0.34% 1,873 $382K
14 Pavion Blue Capital, LLC 0.31% 3,500 $714K
15 MCDONALD PARTNERS LLC 0.27% 5,667 $1.2M
16 Malaga Cove Capital, LLC 0.25% 3,356 $684K
17 R Squared Ltd 0.21% 1,879 $383K
18 One Wealth Advisors, LLC 0.20% 7,896 $1.6M
19 Corient IA LLC 0.17% 890 $182K
20 BUCKHEAD CAPITAL MANAGEMENT LLC 0.16% 2,136 $436K
21 VIRTUS ADVISERS, LLC 0.15% 1,631 $333K
22 GUIDANCE CAPITAL, INC 0.14% 3,032 $635K
23 DIVIDEND ASSETS CAPITAL, LLC 0.13% 3,281 $669K
24 Allred Capital Management, LLC 0.13% 1,753 $358K
25 SCHULHOFF & CO INC 0.13% 1,510 $308K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WDFC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WDFC?

Slight buying edge — 51% buying: Last quarter: 172 funds bought or added vs 165 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WDFC holders?

Strong quality — 39% AUM from major funds: 52 of 374 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held WDFC?

66% of holders stayed for 2+ years: 248 out of 374 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 Q1 hedge fund 13F filings?

As of today, WDFC has moved +2.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +4.4%. Since the quarter end (March 31, 2026), WDFC has gained +6.0% vs +42.5% 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.

Full history →