HOWARD WEALTH MANAGEMENT, LLC - WD-40 CO ownership

WD-40 CO's ticker is WDFC and the CUSIP is 929236107. A total of 289 filers reported holding WD-40 CO in Q1 2022. The put-call ratio across all filers is 3.25 and the average weighting 0.0%.

Quarter-by-quarter ownership
HOWARD WEALTH MANAGEMENT, LLC ownership history of WD-40 CO
ValueSharesWeighting
Q3 2023$259,131
+7.7%
1,2750.0%0.24%
+14.4%
Q2 2023$240,529
+0.1%
1,275
-5.6%
0.21%
+4.5%
Q1 2023$240,368
+10.4%
1,3500.0%0.20%
+11.7%
Q4 2022$217,634
-11.5%
1,350
-3.6%
0.18%
+2.9%
Q3 2022$246,000
-3.9%
1,4000.0%0.17%
+25.2%
Q1 2022$256,000
-25.1%
1,4000.0%0.14%
-22.8%
Q4 2021$342,000
+5.6%
1,4000.0%0.18%
-0.6%
Q3 2021$324,000
-9.5%
1,4000.0%0.18%
-8.1%
Q2 2021$358,000
-16.4%
1,4000.0%0.20%
-21.2%
Q1 2021$428,000
+15.4%
1,4000.0%0.25%
+8.2%
Q4 2020$371,000
+40.0%
1,4000.0%0.23%
+22.2%
Q3 2020$265,000
-4.3%
1,4000.0%0.19%
-16.4%
Q2 2020$277,000
-15.8%
1,400
-14.6%
0.23%
-34.7%
Q1 2020$329,000
+3.5%
1,6400.0%0.35%
+30.1%
Q4 2019$318,0001,6400.27%
Other shareholders
WD-40 CO shareholders Q1 2022
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