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WDFC Holdings Changes image
This page summarizes the WDFC holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether WDFC is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing WDFC Share Count
Semanteon Capital Management LP 1,214 4,873 +3,659 +301.40%
Allspring Global Investments Holdings LLC 669 1,689 +1,020 +152.47%
GPS Wealth Strategies Group LLC 522 888 +366 +70.11%
Contravisory Investment Management Inc. 62 101 +39 +62.90%
Simplex Trading LLC 1,644 2,434 +790 +48.05%
Van ECK Associates Corp 4,229 5,773 +1,544 +36.51%
Profit Investment Management LLC 12,098 16,024 +3,926 +32.45%
Allworth Financial LP 738 882 +144 +19.51%
GAMMA Investing LLC 168 198 +30 +17.86%
StonePine Asset Management Inc. 34,000 35,000 +1,000 +2.94%
Nelson Van Denburg & Campbell Wealth Management Group LLC 6,219 6,390 +171 +2.75%
New York State Teachers Retirement System 21,397 21,946 +549 +2.57%
Wealth Enhancement Advisory Services LLC 1,292 1,307 +15 +1.16%
Bridge City Capital LLC 5,946 5,991 +45 +0.76%
Conestoga Capital Advisors LLC 314,362 316,272 +1,910 +0.61%
Cambridge Investment Research Advisors Inc. 3,226 3,232 +6 +0.19%
13F Filers Reporting New Positions In WDFC
ST Germain D J Co. Inc. 0 2 +2 +100%
UMB Bank N A MO 0 6 +6 +100%
Webster Bank N. A. 0 40 +40 +100%
DekaBank Deutsche Girozentrale 0 137 +137 +100%
Exchange Traded Concepts LLC 0 5,788 +5,788 +100%
YHB Investment Advisors Inc. 0 131 +131 +100%
Mather Group LLC. 0 21 +21 +100%
TFC Financial Management 0 1 +1 +100%
Opal Wealth Advisors LLC 0 58 +58 +100%
Piscataqua Savings Bank 0 20 +20 +100%
Wedmont Private Capital 0 830 +830 +100%
Simplicity Wealth LLC 0 4,083 +4,083 +100%
13F Filers With Unchanged Share Count
CENTRAL TRUST Co 3,128 3,128 UNCH 0.00%
Valley National Advisers Inc. 15 15 UNCH 0.00%
Salem Investment Counselors Inc. 460 460 UNCH 0.00%
WASHINGTON TRUST Co 300 300 UNCH 0.00%
Massmutual Trust Co. FSB ADV 21 21 UNCH 0.00%
Rice Hall James & Associates LLC 1,450 1,450 UNCH 0.00%
Farmers & Merchants Investments Inc. 10 10 UNCH 0.00%
Mcdonald Partners LLC 6,803 6,803 UNCH 0.00%
Bangor Savings Bank 351 351 UNCH 0.00%
Zurcher Kantonalbank Zurich Cantonalbank 3,059 3,059 UNCH 0.00%
Reik & CO. LLC 10,800 10,800 UNCH 0.00%
Legato Capital Management LLC 1,808 1,808 UNCH 0.00%
Rocky Mountain Advisers LLC 34 34 UNCH 0.00%
JFS Wealth Advisors LLC 8 8 UNCH 0.00%
First Horizon Advisors Inc. 27 27 UNCH 0.00%
Checchi Capital Advisers LLC 1,500 1,500 UNCH 0.00%
Curbstone Financial Management Corp 5,836 5,836 UNCH 0.00%
Stratos Wealth Partners LTD. 896 896 UNCH 0.00%
Trust Point Inc. 1,300 1,300 UNCH 0.00%
Westhampton Capital LLC 16,737 16,737 UNCH 0.00%
First PREMIER Bank 100 100 UNCH 0.00%
Oliver Luxxe Assets LLC 8,105 8,105 UNCH 0.00%
Radnor Capital Management LLC 3,800 3,800 UNCH 0.00%
Bogart Wealth LLC 16 16 UNCH 0.00%
Versant Capital Management Inc 48 48 UNCH 0.00%
Lindbrook Capital LLC 69 69 UNCH 0.00%
Prestige Wealth Management Group LLC 4 4 UNCH 0.00%
Pavion Blue Capital LLC 3,500 3,500 UNCH 0.00%
CVA Family Office LLC 50 50 UNCH 0.00%
Center for Financial Planning Inc. 200 200 UNCH 0.00%
SJS Investment Consulting Inc. 3 3 UNCH 0.00%
Stephens Consulting LLC 67 67 UNCH 0.00%
SYSTM Wealth Solutions LLC 547 547 UNCH 0.00%
Trivant Custom Portfolio Group LLC 115 115 UNCH 0.00%
Private Wealth Management Group LLC 6 6 UNCH 0.00%
Fairman Group LLC 5 5 UNCH 0.00%
13F Filers Decreasing WDFC Share Count
California Public Employees Retirement System 89,636 31,362 -58,274 -65.01%
Amalgamated Bank 5,853 4,256 -1,597 -27.29%
Fifth Third Bancorp 210 174 -36 -17.14%
Harbor Investment Advisory LLC 485 413 -72 -14.85%
Principal Financial Group Inc. 185,621 162,629 -22,992 -12.39%
Yousif Capital Management LLC 6,844 6,152 -692 -10.11%
Hexagon Capital Partners LLC 21 19 -2 -9.52%
Allred Capital Management LLC 1,933 1,753 -180 -9.31%
Sequoia Financial Advisors LLC 2,134 1,998 -136 -6.37%
One Wealth Advisors LLC 15,996 15,096 -900 -5.63%
Private Advisor Group LLC 1,328 1,270 -58 -4.37%
Bank of New York Mellon Corp 144,005 138,764 -5,241 -3.64%
Stonegate Investment Group LLC 1,091 1,070 -21 -1.92%
Raymond James Financial Services Advisors Inc. 1,639 1,611 -28 -1.71%
Raymond James & Associates 38,142 37,568 -574 -1.50%
Louisiana State Employees Retirement System 6,800 6,700 -100 -1.47%
Cullen Investment Group LTD. 2,237 2,206 -31 -1.39%
Global Retirement Partners LLC 817 809 -8 -0.98%
State of Alaska Department of Revenue 8,341 8,263 -78 -0.94%
Maryland State Retirement & Pension System 4,927 4,887 -40 -0.81%
Commonwealth Equity Services LLC 7,765 7,703 -62 -0.80%
Natixis Advisors L.P. 85,392 84,755 -637 -0.75%
L.M. Kohn & Company 5,054 5,038 -16 -0.32%
CWM LLC 329 328 -1 -0.30%
Rosenberg Matthew Hamilton 370 369 -1 -0.27%
Fulton Bank N.A. 1,019 1,018 -1 -0.10%
Regions Financial Corp 1,120 1,119 -1 -0.09%
Silvia Mccoll Wealth Management LLC 4,572 4,569 -3 -0.07%
13F Filers Exiting WDFC
Everpar Advisors LLC 1,213 0 -1,213 -100.00%
SkyOak Wealth LLC 1,249 0 -1,249 -100.00%
Meridian Wealth Management LLC 1,550 0 -1,550 -100.00%
Gradient Investments LLC 500 0 -500 -100.00%
AdvisorNet Financial Inc 3 0 -3 -100.00%

See Summary: Institutional Holders of WDFC
See Details: Top 10 Hedge Funds Holding WDFC
Also See: WDFC Insider Buying

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