WD-40 Company
US ˙ NasdaqGS ˙ US9292361071

SecurityWDFC / WD-40 Company
InstitutionWhittier Trust Co
Latest Disclosed Ownership1,355 shares
Latest Disclosed Value $ 285,282
Whittier Trust Co reports 56.75% decrease in ownership of WDFC / WD-40 Company

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 1,355 shares of WD-40 Company (US:WDFC) valued at $276,339 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 3,133 shares of WD-40 Company. This represents a change in shares of -56.75% during the quarter. The current value of the position is $275,593 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F WD-40 common 929236107 1,355 -1,778 -56.75 285 -54.25 0.0017
2026-01-26 2025-12-31 13F WD-40 common 929236107 3,133 -5,204 -62.42 623 -61.52 0.0067
2025-10-31 2025-09-30 13F WD 40 common 929236107 8,337 -38,900 -82.35 1,619 -84.97 0.0184
2025-07-30 2025-06-30 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 47,237 1,154 2.50 10,774 -4.18 0.1299
2025-05-02 2025-03-31 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 46,083 1,000 2.22 11,244 2.78 0.1566
2025-02-11 2024-12-31 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 45,083 1,617 3.72 10,941 -2.39 0.1441
2024-10-21 2024-09-30 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 43,466 1,810 4.35 11,209 22.51 0.1500
2024-07-29 2024-06-30 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 41,656 2,044 5.16 9,149 -8.81 0.1298
2024-05-02 2024-03-31 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 39,612 1,517 3.98 10,034 10.17 0.1463
2024-01-11 2023-12-31 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 38,095 985 2.65 9,107 20.75 0.1476
2023-10-27 2023-09-30 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 37,110 1,475 4.14 7,542 12.20 0.1340
2023-07-24 2023-06-30 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 35,635 1,766 5.21 6,722 11.48 0.1169
2023-04-21 2023-03-31 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 33,869 373 1.11 6,030 11.69 0.1098
2023-01-25 2022-12-31 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 33,496 -11 -0.03 5,400 -8.31 0.1050
2022-10-21 2022-09-30 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 33,507 1,448 4.52 5,888 -8.78 0.1234
2022-07-28 2022-06-30 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 32,059 416 1.31 6,455 11.33 0.1304
2022-04-29 2022-03-31 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 31,643 1,761 5.89 5,798 -20.68 0.0978
2022-01-19 2021-12-31 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 29,882 827 2.85 7,310 8.68 0.1188
2021-11-01 2021-09-30 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 29,055 1,535 5.58 6,726 -4.64 0.1225
2021-07-29 2021-06-30 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 27,520 1,600 6.17 7,053 -11.13 0.1256
2021-04-26 2021-03-31 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 25,920 1,790 7.42 7,936 23.79 0.1541
2021-01-29 2020-12-31 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 24,130 1,218 5.32 6,411 47.79 0.1369
2020-10-30 2020-09-30 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 22,912 95 0.42 4,338 -4.13 0.1033
2020-07-10 2020-06-30 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 22,817 -814 -3.44 4,525 -4.66 0.1257
2020-04-27 2020-03-31 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 23,631 -7,336 -23.69 4,746 -21.06 0.1550
2020-01-31 2019-12-31 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 30,967 722 2.39 6,012 8.30 0.1577
2019-10-18 2019-09-30 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 30,245 320 1.07 5,551 16.64 0.1589
2019-07-23 2019-06-30 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 29,925 1,275 4.45 4,759 -1.96 0.1398
2019-04-29 2019-03-31 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 28,650 1,125 4.09 4,854 -3.77 0.1484
2019-02-07 2018-12-31 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 27,525 1,931 7.54 5,044 14.51 0.1735
2018-10-23 2018-09-30 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 25,594 107 0.42 4,405 18.19 0.1374
2018-07-27 2018-06-30 13F/A-1 WD-40 CO COM US SMALL-CAP EQUITIES 929236107 25,487 1,122 4.60 3,727 16.14 0.1231
2018-07-20 2018-06-30 13F WD-40 CO COM US SMALL AND MID-CAP EQUITIES 929236107 21,087 -3,278 1,586
2018-05-01 2018-03-31 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 24,365 214 0.89 3,209 12.60 0.1078
2018-02-07 2017-12-31 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 24,151 503 2.13 2,850 7.71 0.0994
2017-10-23 2017-09-30 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 23,648 332 1.42 2,646 2.84 0.0964
2017-07-20 2017-06-30 13F WD-40 CO COM US SMALL-CAP EQUITIES 929236107 23,316 569 2.50 2,573 3.83 0.0995
2017-04-26 2017-03-31 13F WD-40 US SMALL AND MID-CAP EQUITIES 929236107 22,747 1,021 4.70 2,478 -2.44 0.1000
2017-01-18 2016-12-31 13F WD-40 CO COM US SMALL AND MID-CAP EQUITIES 929236107 21,726 117 0.54 2,540 4.57 0.1080
2016-11-10 2016-09-30 13F WD-40 CO COM US SMALL AND MID-CAP EQUITIES 929236107 21,609 44 0.20 2,429 -4.11 0.1058
2016-07-28 2016-06-30 13F WD-40 CO COM US SMALL AND MID-CAP EQUITIES 929236107 21,565 258 1.21 2,533 10.08 0.1116
2016-04-28 2016-03-31 13F WD-40 CO COM US SMALL AND MID-CAP EQUITIES 929236107 21,307 0 0.00 2,301 9.47 0.1017
2016-02-10 2015-12-31 13F WD-40 CO COM US SMALL AND MID-CAP EQUITIES 929236107 21,307 220 1.04 2,102 11.93 0.0954
2015-11-12 2015-09-30 13F WD-40 CO COM US SMALL AND MID-CAP EQUITIES 929236107 21,087 0 0.00 1,878 2.18 0.0913
2015-08-13 2015-06-30 13F WD-40 CO COM US SMALL AND MID-CAP EQUITIES 929236107 21,087 0 0.00 1,838 -1.55 0.0816
2015-05-05 2015-03-31 13F WD-40 CO COM US SMALL AND MID-CAP EQUITIES 929236107 21,087 21,087 0.00 1,867 0.0856
2015-02-04 2014-12-31 13F WD-40 CO COM US SMALL AND MID-CAP EQUITIES 929236107 0 -21,087 -100.00 0 -100.00
2014-11-07 2014-09-30 13F WD-40 CO COM US SMALL AND MID-CAP EQUITIES 929236107 21,087 0 0.00 1,433 -9.65 0.0698
2014-08-04 2014-06-30 13F WD-40 CO COM US SMALL AND MID-CAP EQUITIES 929236107 21,087 0 0.00 1,586 -3.06 0.0782
2014-05-01 2014-03-31 13F WD-40 CO COM US SMALL AND MID-CAP EQUITIES 929236107 21,087 0 0.00 1,636 3.87 0.0838
2014-02-05 2013-12-31 13F WD-40 CO COM US SMALL AND MID-CAP EQUITIES 929236107 21,087 0 0.00 1,575 15.05 0.0808
2013-11-18 2013-09-30 13F WD-40 COM 929236107 21,087 0 0.00 1,369 19.15 0.0741
2013-08-14 2013-06-30 13F WD-40 COM 929236107 21,087 21,087 1,149 0.0644
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.