Glassman Wealth Services - WD-40 CO ownership

WD-40 CO's ticker is WDFC and the CUSIP is 929236107. A total of 320 filers reported holding WD-40 CO in Q1 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.1%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of WD-40 CO
ValueSharesWeighting
Q3 2023$813
+7.7%
40.0%0.00%
Q2 2023$755
+6.0%
40.0%0.00%
Q1 2023$712
+10.4%
40.0%0.00%
Q4 2022$645
-35.5%
4
-33.3%
0.00%
Q3 2022$1,000
-50.0%
6
-33.3%
0.00%
Q2 2022$2,000
+100.0%
9
+125.0%
0.00%
Q1 2022$1,0000.0%40.0%0.00%
Q4 2021$1,0000.0%40.0%0.00%
Q3 2021$1,0000.0%40.0%0.00%
Q2 2021$1,0000.0%40.0%0.00%
Q1 2021$1,000
-50.0%
4
-50.0%
0.00%
Q4 2020$2,000
+100.0%
8
+100.0%
0.00%
Q3 2020$1,0000.0%40.0%0.00%
Q2 2020$1,0000.0%40.0%0.00%
Q1 2020$1,0000.0%4
-20.0%
0.00%
Q4 2019$1,0000.0%50.0%0.00%
Q3 2019$1,0000.0%50.0%0.00%
Q2 2019$1,000
-50.0%
5
-61.5%
0.00%
-100.0%
Q1 2019$2,000
+100.0%
13
+225.0%
0.00%0.0%
Q4 2018$1,0000.0%40.0%0.00%
Q3 2018$1,0000.0%40.0%0.00%
Q2 2018$1,0000.0%40.0%0.00%
-100.0%
Q1 2018$1,00040.00%
Other shareholders
WD-40 CO shareholders Q1 2021
NameSharesValueWeighting ↓
Regal Partners Ltd 357,956$42,239,0006.12%
Lagoda Investment Management, L.P. 67,998$8,024,0003.06%
Conestoga Capital Advisors, LLC 371,360$43,820,0001.68%
CAPITAL MANAGEMENT ASSOCIATES /NY/ 9,550$1,127,0001.61%
Bridge City Capital, LLC 14,594$1,722,0001.25%
Bell Asset Management Ltd 29,202$3,445,0000.82%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 52,056$6,143,0000.61%
PARNASSUS INVESTMENTS, LLC 1,309,588$154,531,0000.61%
REIK & CO., LLC 15,300$1,805,0000.58%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 546,435$64,480,0000.52%
View complete list of WD-40 CO shareholders