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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WDFC holding history

WD 40 Co in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WDFC overviewAll 13F holders of WDFCFull Q2 2026 holdings

Shares (Q2 2026)
25,587
Value
$6.23M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WDFC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,587$6.23M<0.1%−2,247−8.1%ReducedHolders
Q1 202627,834$5.68M<0.1%+5,261+23.3%AddedHolders
Q4 202522,573$4.44M<0.1%+12,995+135.7%AddedHolders
Q3 20259,578$1.89M<0.1%+1,341+16.3%AddedHolders
Q2 20258,237$1.88M<0.1%+1,775+27.5%AddedHolders
Q1 20256,462$1.58M<0.1%+1,617+33.4%AddedHolders
Q4 20244,845$1.18M<0.1%+1,792+58.7%AddedHolders
Q3 20243,053$787.3K<0.1%+459+17.7%AddedHolders
Q2 20242,594$569.7K<0.1%−145−5.3%ReducedHolders
Q1 20242,739$693.8K<0.1%+308+12.7%AddedHolders
Q4 20232,431$581.2K<0.1%+390+19.1%AddedHolders
Q3 20232,041$414.8K<0.1%+134+7.0%AddedHolders
Q2 20231,907$359.8K<0.1%+19+1.0%AddedHolders
Q1 20231,888$336.2K<0.1%+27+1.5%AddedHolders
Q4 20221,861$300.0K<0.1%−70−3.6%ReducedHolders
Q3 20221,931$339.0K<0.1%+498+34.8%AddedHolders
Q2 20221,433$289.0K<0.1%+9+0.6%AddedHolders
Q1 20221,424$261.0K<0.1%−929−39.5%ReducedHolders
Q4 20212,353$576.0K<0.1%+172+7.9%AddedHolders
Q3 20212,181$505.0K<0.1%−410−15.8%ReducedHolders
Q2 20212,591$664.0K<0.1%+252+10.8%AddedHolders
Q1 20212,339$716.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.