INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - WD-40 CO ownership

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WD-40 CO's ticker is WDFC and the CUSIP is 929236107. A total of 309 filers reported holding WD-40 CO in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.1%.

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Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of WD-40 CO
ValueSharesWeighting
Q3 2023$4,878
+7.7%
240.0%0.00%0.0%
Q2 2023$4,528
+6.0%
240.0%0.00%0.0%
Q1 2023$4,273
+10.4%
240.0%0.00%0.0%
Q4 2022$3,869
-3.3%
24
+20.0%
0.00%0.0%
Q3 2022$4,0000.0%200.0%0.00%0.0%
Q2 2022$4,0000.0%200.0%0.00%0.0%
Q1 2022$4,000
-20.0%
200.0%0.00%0.0%
Q4 2021$5,0000.0%200.0%0.00%0.0%
Q3 2021$5,0000.0%200.0%0.00%0.0%
Q2 2021$5,000
-16.7%
200.0%0.00%0.0%
Q1 2021$6,000
-40.0%
20
-45.9%
0.00%
-50.0%
Q4 2020$10,000
+42.9%
370.0%0.00%0.0%
Q3 2020$7,0000.0%370.0%0.00%
+100.0%
Q2 2020$7,0000.0%370.0%0.00%
-50.0%
Q1 2020$7,0000.0%370.0%0.00%
+100.0%
Q4 2019$7,0000.0%370.0%0.00%
-50.0%
Q3 2019$7,000
+16.7%
370.0%0.00%
+100.0%
Q2 2019$6,000
-33.3%
37
-32.7%
0.00%
-50.0%
Q1 2019$9,000
-10.0%
550.0%0.00%0.0%
Q4 2018$10,000
+11.1%
550.0%0.00%0.0%
Q3 2018$9,000
+50.0%
55
+34.1%
0.00%
+100.0%
Q2 2018$6,000
+20.0%
410.0%0.00%0.0%
Q1 2018$5,000–41–0.00%–
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Other shareholders
WD-40 CO shareholders Q4 2021
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