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WD-40 Company shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of WD-40 Company (WDFC) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in WD-40 Company

Tip: Access up to 7 years of quarterly data

All positions including WD-40 Company held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WD-40 Company by Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $42k 204 203.75

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding WD-40 Company

BlackRock
Vanguard Group
Vanguard Portfolio Management
Vanguard Capital Management
Kayne Anderson Rudnick Investment Management
State Street Corporation
Alliancebernstein
First Trust Advisors
Geode Capital Management
Morgan Stanley
Dimensional Fund Advisors
Geneva Capital Management
Thrivent Financial for Lutherans
Renaissance Technologies
Ameriprise Financial

View all funds holding WD-40 Company