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

WD-40 CO's ticker is WDFC and the CUSIP is 929236107. A total of 303 filers reported holding WD-40 CO in Q3 2023. The put-call ratio across all filers is 1.06 and the average weighting 0.1%.

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$5,000410.00%
Other shareholders
WD-40 CO shareholders Q3 2023
NameSharesValueWeighting ↓
Westhampton Capital, LLC 17,707$4,704,0003.51%
Bridge City Capital, LLC 18,513$4,919,0001.87%
Zebra Capital Management LLC 5,533$1,470,0001.86%
Karani Asset Management LLC 9,725$2,584,0001.53%
REIK & CO., LLC 15,300$4,065,0001.05%
Conestoga Capital Advisors, LLC 236,505$62,835,0001.00%
GENEVA CAPITAL MANAGEMENT LLC 186,320$49,501,0000.84%
Oliver Luxxe Assets LLC 8,105$2,434,0000.76%
Pavion Blue Capital, LLC 4,050$1,076,0000.74%
FORT, L.P. 7,210$1,916,0000.57%
View complete list of WD-40 CO shareholders