J.P. Morgan Private Wealth Advisors LLC - WD-40 CO ownership

WD-40 CO's ticker is WDFC and the CUSIP is 929236107. A total of 287 filers reported holding WD-40 CO in Q2 2023. The put-call ratio across all filers is 2.08 and the average weighting 0.1%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of WD-40 CO
ValueSharesWeighting
Q3 2023$1,078,466
+2.2%
5,306
-5.1%
0.00%
-40.0%
Q2 2023$1,055,215
-19.9%
5,594
-24.4%
0.01%
+66.7%
Q1 2023$1,317,392
+11.4%
7,399
+0.9%
0.00%0.0%
Q4 2022$1,182,153
-7.9%
7,333
+0.4%
0.00%0.0%
Q3 2022$1,284,000
-18.2%
7,307
-6.3%
0.00%
-25.0%
Q2 2022$1,570,000
-14.7%
7,796
-22.4%
0.00%0.0%
Q1 2022$1,840,000
-18.5%
10,043
+8.8%
0.00%
-20.0%
Q4 2021$2,258,000
+22.5%
9,229
+15.9%
0.01%0.0%
Q3 2021$1,843,000
-3.3%
7,960
+7.0%
0.01%0.0%
Q2 2021$1,906,000
-0.1%
7,437
+19.4%
0.01%
-16.7%
Q1 2021$1,907,000
+12.8%
6,227
-2.2%
0.01%
+20.0%
Q4 2020$1,691,000
+43.9%
6,366
+2.6%
0.01%0.0%
Q3 2020$1,175,000
-13.9%
6,206
-9.8%
0.01%
-16.7%
Q2 2020$1,364,000
-0.4%
6,880
+0.9%
0.01%
-25.0%
Q1 2020$1,369,000
+33.3%
6,817
+28.9%
0.01%
+60.0%
Q4 2019$1,027,000
-36.2%
5,289
-39.7%
0.01%
-37.5%
Q3 2019$1,610,000
+167.9%
8,774
+132.2%
0.01%
+166.7%
Q2 2019$601,000
-30.9%
3,778
-26.4%
0.00%
-40.0%
Q1 2019$870,000
-3.7%
5,133
+4.1%
0.01%0.0%
Q4 2018$903,000
+8.0%
4,930
+1.5%
0.01%
+25.0%
Q3 2018$836,000
+15.0%
4,855
-2.4%
0.00%0.0%
Q2 2018$727,000
-1.4%
4,974
-11.2%
0.00%
-20.0%
Q1 2018$737,000
-19.6%
5,600
-27.9%
0.01%
-16.7%
Q4 2017$917,000
+19.7%
7,772
+13.6%
0.01%0.0%
Q3 2017$766,000
+0.8%
6,842
-0.7%
0.01%0.0%
Q2 2017$760,000
+58.0%
6,891
+55.9%
0.01%
+50.0%
Q1 2017$481,000
+22.4%
4,421
+31.6%
0.00%
+33.3%
Q4 2016$393,000
+29.7%
3,360
+24.8%
0.00%0.0%
Q3 2016$303,000
+5.9%
2,693
+10.6%
0.00%0.0%
Q2 2016$286,000
+21.2%
2,436
+12.2%
0.00%
+50.0%
Q1 2016$236,000
-48.5%
2,172
-63.2%
0.00%
-75.0%
Q1 2014$458,000
+19.3%
5,900
+14.9%
0.01%0.0%
Q4 2013$384,000
+17.4%
5,137
+1.9%
0.01%
+14.3%
Q3 2013$327,000
+54.2%
5,043
+29.3%
0.01%
+40.0%
Q2 2013$212,0003,9000.01%
Other shareholders
WD-40 CO shareholders Q2 2023
NameSharesValueWeighting ↓
Westhampton Capital, LLC 17,027$3,460,5672.23%
Conestoga Capital Advisors, LLC 311,245$63,257,3661.09%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,614$937,7490.94%
Arbiter Partners Capital Management LLC 3,600$731,6640.94%
GENEVA CAPITAL MANAGEMENT LLC 217,461$44,196,7780.93%
REIK & CO., LLC 15,300$3,109,5720.91%
One Wealth Advisors, LLC 16,896$3,433,9430.76%
APG Asset Management N.V. 1,598,441$324,867,1490.66%
Bridge City Capital, LLC 5,255$1,068,0260.54%
MCDONALD PARTNERS LLC 7,103$1,443,6140.47%
View complete list of WD-40 CO shareholders