WDFC Institutional Ownership
WD-40 Company
1W: +8.5%
1M: +7.2%
3M: -1.7%
YTD: +11.7%
1Y: +8.0%
3Y: +10.9%
5Y: +1.8%
$218.61
+2.55 (+1.18%)
Weekly Expected Move ±5.6%
$189
$201
$213
$225
$236
Credit Risk of going bust: lower than 89% of companies Debt: 3.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.47 (down 99.8%), WD-40 Company would be worth roughly what it owes.
Total debt $97.2M against a stock market value of $2.93B.
Distance to default 13.19 (Merton model): prices to 2026-10-27, balance sheet 2026-08-31, debt counted $43.4M (short-term plus half of long-term), stock volatility 32.4%; Altman Z 12.12. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.47 (down 99.8%), WD-40 Company would be worth roughly what it owes.
Total debt $97.2M against a stock market value of $2.93B.
Distance to default 13.19 (Merton model): prices to 2026-10-27, balance sheet 2026-08-31, debt counted $43.4M (short-term plus half of long-term), stock volatility 32.4%; Altman Z 12.12. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — WDFC
434
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
56
New Positions
115
Increased
170
Reduced
43
Closed
0.80
Put/Call Ratio
Ownership Trends
Top Institutional Holders (464 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,075,743 | $454M | +55,768 | +2.8% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,075,929 | $235M | +37,790 | +3.6% | 2Q | SEC ↗ |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 629,021 | $138M | -5,313 | -0.8% | 77Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 604,460 | $132M | -1,194 | -0.2% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 549,199 | $120M | +22,797 | +4.3% | 46Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 441,406 | $96M | +33,935 | +8.3% | 92Q | SEC ↗ |
| 7 | ALLIANCEBERNSTEIN L.P. | 377,541 | $83M | -91,995 | -19.6% | 63Q | SEC ↗ |
| 8 | FIRST TRUST ADVISORS LP | 348,519 | $76M | -62,793 | -15.3% | 19Q | SEC ↗ |
| 9 | DIMENSIONAL FUND ADVISORS LP | 311,574 | $68M | +17,297 | +5.9% | 102Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 298,710 | $65M | +52,891 | +21.5% | 16Q | SEC ↗ |
| 11 | Thrivent Financial for Lutherans | 275,985 | $60M | -477 | -0.2% | 25Q | SEC ↗ |
| 12 | MORGAN STANLEY | 252,684 | $55M | -52,100 | -17.1% | 60Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 237,838 | $52M | +151,500 | +175.5% | 15Q | SEC ↗ |
| 14 | GENEVA CAPITAL MANAGEMENT LLC | 222,836 | $49M | -59,613 | -21.1% | 26Q | SEC ↗ |
| 15 | AMERICAN CENTURY COMPANIES INC | 212,756 | $47M | +193,880 | +1027.1% | 15Q | SEC ↗ |
| 16 | TWO SIGMA INVESTMENTS, LP | 205,314 | $45M | +83,504 | +68.6% | 13Q | SEC ↗ |
| 17 | Ophir Asset Management Pty Ltd | 202,300 | $44M | +96,545 | +91.3% | 2Q | SEC ↗ |
| 18 | ROYCE & ASSOCIATES LP | 185,690 | $41M | +4,843 | +2.7% | 10Q | SEC ↗ |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 176,076 | $38M | -27,400 | -13.5% | 84Q | SEC ↗ |
| 20 | NORTHERN TRUST CORP | 157,943 | $35M | +11,500 | +7.9% | 110Q | SEC ↗ |
| 21 | Sixth Street Partners Management Compa NEW | 154,213 | $34M | — | +0.0% | 1Q | SEC ↗ |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 154,213 | $34M | +1,954 | +1.3% | 15Q | SEC ↗ |
| 23 | Conestoga Capital Advisors, LLC | 126,199 | $28M | -64,001 | -33.6% | 39Q | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 119,691 | $26M | +1,123 | +0.9% | 76Q | SEC ↗ |
| 25 | Nuveen, LLC | 103,823 | $23M | +17,678 | +20.5% | 6Q | SEC ↗ |
| 26 | VANGUARD FIDUCIARY TRUST CO | 96,780 | $21M | +3,001 | +3.2% | 2Q | SEC ↗ |
| 27 | NATIXIS ADVISORS, LLC | 80,653 | $18M | +20,216 | +33.4% | 39Q | SEC ↗ |
| 28 | AQR CAPITAL MANAGEMENT LLC | 76,079 | $17M | +5,474 | +7.8% | 12Q | SEC ↗ |
| 29 | PRINCIPAL FINANCIAL GROUP INC | 75,672 | $17M | +677 | +0.9% | 83Q | SEC ↗ |
| 30 | RAYMOND JAMES FINANCIAL INC | 75,146 | $16M | +2,651 | +3.7% | 7Q | SEC ↗ |
| 31 | JONES FINANCIAL COMPANIES LLLP | 74,740 | $16M | +17,744 | +31.1% | 11Q | SEC ↗ |
| 32 | WELLS FARGO & COMPANY/MN | 71,894 | $16M | +15,629 | +27.8% | 104Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC | 55,775 | $12M | -1,132 | -2.0% | 38Q | SEC ↗ |
| 34 | Invesco Ltd. | 52,053 | $11M | -12,747 | -19.7% | 81Q | SEC ↗ |
| 35 | Public Sector Pension Investment Board | 46,176 | $10M | -2,070 | -4.3% | 68Q | SEC ↗ |
| 36 | JPMORGAN CHASE & CO | 44,838 | $10M | +7,500 | +20.1% | 69Q | SEC ↗ |
| 37 | ENVESTNET ASSET MANAGEMENT INC | 43,364 | $9M | +574 | +1.3% | 31Q | SEC ↗ |
| 38 | Ceredex Value Advisors LLC NEW | 37,575 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 39 | GAMCO INVESTORS, INC. ET AL | 37,500 | $8M | — | +0.0% | 16Q | SEC ↗ |
| 40 | RHUMBLINE ADVISERS | 37,252 | $8M | -4,291 | -10.3% | 79Q | SEC ↗ |
| 41 | JACOBS LEVY EQUITY MANAGEMENT, INC | 36,186 | $8M | -31,684 | -46.7% | 6Q | SEC ↗ |
| 42 | BANK OF AMERICA CORP /DE | 35,182 | $8M | -7,706 | -18.0% | 15Q | SEC ↗ |
| 43 | DRH Investments, Inc. | 34,157 | $7M | -2,847 | -7.7% | 3Q | SEC ↗ |
| 44 | UBS AM, a distinct business unit of UB | 33,377 | $7M | -4,098 | -10.9% | 53Q | SEC ↗ |
| 45 | TEACHER RETIREMENT SYSTEM OF TEXAS | 31,978 | $7M | -2,128 | -6.2% | 7Q | SEC ↗ |
| 46 | ProShare Advisors LLC | 31,696 | $7M | +3,344 | +11.8% | 35Q | SEC ↗ |
| 47 | KBC Group NV | 30,944 | $7M | — | +0.0% | 17Q | SEC ↗ |
| 48 | GCQ FUNDS MANAGEMENT PTY Ltd | 30,749 | $7M | -879 | -2.8% | 7Q | SEC ↗ |
| 49 | D. E. Shaw & Co., Inc. | 30,702 | $7M | -32,861 | -51.7% | 12Q | SEC ↗ |
| 50 | Legal & General Group Plc | 30,372 | $7M | -1,245 | -3.9% | 27Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 154,213 | $34M |
| Ceredex Value Advisors LLC | 37,575 | $8M |
| NORGES BANK | 18,400 | $4M |
| Holocene Advisors, LP | 11,493 | $3M |
| BOOTHBAY FUND MANAGEMENT, LLC | 9,468 | $2M |
| Jupiter Topco LLC | 6,164 | $1M |
| Brevan Howard Capital Management LP | 5,040 | $1M |
| Schonfeld Strategic Advisors LLC | 3,296 | $721K |
| Jump Financial, LLC | 3,044 | $665K |
| Tidal Investments LLC | 2,913 | $637K |
| AXQ CAPITAL, LP | 2,414 | $528K |
| Freestone Grove Partners LP | 2,340 | $512K |
| Jain Global LLC | 2,234 | $488K |
| L. Roy Papp & Associates, LLP | 2,230 | $488K |
| CIM, LLC | 2,147 | $469K |
| Perbak Capital Partners LLP | 1,537 | $336K |
| Abel Hall, LLC | 1,368 | $299K |
| Procyon Advisors, LLC | 1,348 | $295K |
| Graham Capital Management, L.P. | 1,219 | $266K |
| Stonebridge Financial Group, LLC/CA | 1,100 | $240K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Balyasny Asset Management L.P. | 148,759 | $33M |
| NORDEA INVESTMENT MANAGEMENT AB | 100,932 | $22M |
| JANE STREET GROUP, LLC | 80,221 | $18M |
| TUDOR INVESTMENT CORP ET AL | 36,506 | $8M |
| HRT FINANCIAL LP | 34,501 | $8M |
| CAPITAL FUND MANAGEMENT S.A. | 20,812 | $5M |
| Point72 Asset Management, L.P. | 18,005 | $4M |
| Qube Research & Technologies Ltd | 16,283 | $4M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 11,182 | $2M |
| DARK FOREST CAPITAL MANAGEMENT LP | 9,362 | $2M |
| Susquehanna Portfolio Strategies, L | 8,299 | $2M |
| Virtu Financial LLC | 7,717 | $2M |
| MAVERICK CAPITAL LTD | 7,212 | $2M |
| Engineers Gate Manager LP | 7,001 | $2M |
| ExodusPoint Capital Management, LP | 4,786 | $1M |
| Avior Wealth Management, LLC | 4,498 | $983K |
| Laurion Capital Management LP | 3,572 | $781K |
| Y-Intercept (Hong Kong) Ltd | 3,518 | $769K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | 3,335 | $729K |
| HSBC HOLDINGS PLC | 3,206 | $701K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | +193,880 | +1027.1% | 212,756 |
| GOLDMAN SACHS GROUP INC | +151,500 | +175.5% | 237,838 |
| Ophir Asset Management Pty Ltd | +96,545 | +91.3% | 202,300 |
| TWO SIGMA INVESTMENTS, LP | +83,504 | +68.6% | 205,314 |
| BlackRock, Inc. | +55,768 | +2.8% | 2,075,743 |
| AMERIPRISE FINANCIAL INC | +52,891 | +21.5% | 298,710 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +37,790 | +3.6% | 1,075,929 |
| GEODE CAPITAL MANAGEMENT, LLC | +33,935 | +8.3% | 441,406 |
| STATE STREET CORP | +22,797 | +4.3% | 549,199 |
| NATIXIS ADVISORS, LLC | +20,216 | +33.4% | 80,653 |
| JONES FINANCIAL COMPANIES LLLP | +17,744 | +31.1% | 74,740 |
| Nuveen, LLC | +17,678 | +20.5% | 103,823 |
| DIMENSIONAL FUND ADVISORS LP | +17,297 | +5.9% | 311,574 |
| WELLS FARGO & COMPANY/MN | +15,629 | +27.8% | 71,894 |
| BROWN ADVISORY INC | +12,762 | +147.0% | 21,443 |
| NORTHERN TRUST CORP | +11,500 | +7.9% | 157,943 |
| DEUTSCHE BANK AG | +9,339 | +71.8% | 22,346 |
| JPMORGAN CHASE & CO | +7,500 | +20.1% | 44,838 |
| AQR CAPITAL MANAGEMENT LLC | +5,474 | +7.8% | 76,079 |
| CITIGROUP INC | +5,368 | +233.8% | 7,664 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MARSHALL WACE, LLP | -108,369 | -91.5% | 10,019 |
| ALLIANCEBERNSTEIN L.P. | -91,995 | -19.6% | 377,541 |
| BARCLAYS PLC | -72,902 | -74.1% | 25,431 |
| MILLENNIUM MANAGEMENT LLC | -65,143 | -98.4% | 1,080 |
| Conestoga Capital Advisors, LLC | -64,001 | -33.6% | 126,199 |
| FIRST TRUST ADVISORS LP | -62,793 | -15.3% | 348,519 |
| GENEVA CAPITAL MANAGEMENT LLC | -59,613 | -21.1% | 222,836 |
| MORGAN STANLEY | -52,100 | -17.1% | 252,684 |
| D. E. Shaw & Co., Inc. | -32,861 | -51.7% | 30,702 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | -31,684 | -46.7% | 36,186 |
| RENAISSANCE TECHNOLOGIES LLC | -27,400 | -13.5% | 176,076 |
| UBS Group AG | -20,963 | -41.8% | 29,190 |
| Squarepoint Ops LLC | -19,527 | -54.6% | 16,206 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | -19,381 | -53.0% | 17,203 |
| Man Group plc | -16,714 | -59.3% | 11,456 |
| Invesco Ltd. | -12,747 | -19.7% | 52,053 |
| FMR LLC | -11,699 | -74.6% | 3,981 |
| XTX Topco Ltd | -10,419 | -73.6% | 3,733 |
| Jefferies Financial Group Inc. | -9,674 | -70.6% | 4,025 |
| New Age Alpha Advisors, LLC | -9,023 | -96.5% | 329 |