WD-40 Company
US ˙ NasdaqGS ˙ US9292361071

SecurityWDFC / WD-40 Company
InstitutionMorgan Stanley
Latest Disclosed Ownership304,784 shares
Latest Disclosed Value $ 62,158,132
Morgan Stanley reports 58.34% increase in ownership of WDFC / WD-40 Company

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 304,784 shares of WD-40 Company (US:WDFC) valued at $62,157,649 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 192,489 shares of WD-40 Company. This represents a change in shares of 58.34% during the quarter. The current value of the position is $61,883,343 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)
2026-05-15 2026-03-31 13F WD 40 COM 929236107 304,784 112,295 58.34 62,158 64.00 0.0037
2026-05-27 2025-12-31 13F/A-1 WD 40 COM 929236107 192,489 14,525 8.16 37,901 7.78 0.0023
2026-02-13 2025-12-31 13F WD 40 COM 929236107 192,489 14,525 37,901 0.0023
2026-05-27 2025-09-30 13F/A-1 WD 40 COM 929236107 177,964 -12,057 -6.35 35,166 -18.87 0.0021
2025-11-14 2025-09-30 13F WD 40 COM 929236107 177,964 -12,057 35,166 0.0021
2025-08-15 2025-06-30 13F WD 40 COM 929236107 190,021 -885 -0.46 43,342 -6.95 0.0028
2025-05-15 2025-03-31 13F WD 40 COM 929236107 190,906 5,048 2.72 46,582 3.27 0.0033
2025-05-15 2024-12-31 13F/A-1 WD 40 COM 929236107 185,858 -6,667 -3.46 45,104 -9.15 0.0032
2025-02-14 2024-12-31 13F WD 40 COM 929236107 185,858 -6,667 45,104 0.0032
2025-05-14 2024-09-30 13F/A-2 WD 40 COM 929236107 192,525 32,362 20.21 49,649 41.13 0.0036
2025-02-14 2024-09-30 13F/A-1 WD 40 COM 929236107 192,525 32,362 49,649 0.0036
2024-11-14 2024-09-30 13F WD 40 COM 929236107 192,525 32,362 49,649 0.0004
2025-05-14 2024-06-30 13F/A-2 WD 40 COM 929236107 160,163 1,626 1.03 35,179 -12.40 0.0027
2024-10-17 2024-06-30 13F/A-1 WD 40 COM 929236107 160,163 1,626 35,179 0.0027
2024-08-14 2024-06-30 13F WD 40 COM 929236107 160,163 1,626 35,179 0.0027
2024-10-17 2024-03-31 13F/A-2 WD 40 COM 929236107 158,537 -115,719 -42.19 40,159 -38.75 0.0032
2024-08-16 2024-03-31 13F/A-1 WD 40 COM 929236107 158,537 -115,719 40,159 0.0004
2024-05-15 2024-03-31 13F WD 40 COM 929236107 158,537 -115,719 40,159 0.0032
2024-08-16 2023-12-31 13F/A-1 WD 40 COM 929236107 274,256 -39,588 -12.61 65,567 2.79 0.0058
2024-02-13 2023-12-31 13F WD 40 COM 929236107 274,256 -39,588 65,567 0.0058
2023-11-15 2023-09-30 13F WD 40 COM 929236107 313,844 103,949 49.52 63,786 61.09 0.0065
2023-08-14 2023-06-30 13F WD 40 COM 929236107 209,895 11,484 5.79 39,597 12.08 0.0039
2023-05-15 2023-03-31 13F WD 40 COM 929236107 198,411 13,202 7.13 35,327 18.32 0.0038
2023-02-14 2022-12-31 13F WD 40 COM 929236107 185,209 -1,473 -0.79 29,858 -8.99 0.0034
2022-11-14 2022-09-30 13F WD 40 COM 929236107 186,682 -7,713 -3.97 32,807 -16.19 0.0045
2022-10-27 2022-06-30 13F/A-1 WD 40 COM 929236107 194,395 45,578 30.63 39,143 43.55 0.0051
2022-08-15 2022-06-30 13F WD 40 COM 929236107 194,395 45,578 39,143 0.0010
2022-10-27 2022-03-31 13F/A-1 WD 40 COM 929236107 148,817 -5,412 -3.51 27,268 -27.73 0.0037
2022-05-13 2022-03-31 13F WD 40 COM 929236107 148,817 -5,412 27,268 0.0037
2022-02-14 2021-12-31 13F WD 40 COM 929236107 154,229 -16,074 -9.44 37,731 -4.29 0.0047
2021-11-15 2021-09-30 13F WD 40 COM 929236107 170,303 54,302 46.81 39,422 32.60 0.0053
2021-08-23 2021-06-30 13F/A-1 WD 40 COM 929236107 116,001 50,404 76.84 29,730 48.02 0.0039
2021-08-16 2021-06-30 13F WD 40 COM 929236107 116,001 50,404 29,730 0.0008
2021-05-17 2021-03-31 13F WD-40 COM 929236107 65,597 -14,333 -17.93 20,085 -5.42 0.0030
2021-02-16 2020-12-31 13F WD-40 COM 929236107 79,930 -13,469 -14.42 21,236 20.11 0.0033
2020-11-13 2020-09-30 13F WD-40 COM 929236107 93,399 23,439 33.50 17,681 27.46 0.0034
2020-08-14 2020-06-30 13F WD-40 COM 929236107 69,960 -780 -1.10 13,872 -2.36 0.0031
2020-05-26 2020-03-31 13F/A-1 WD-40 COM 929236107 70,740 -31,107 -30.54 14,208 -28.14 0.0039
2020-05-15 2020-03-31 13F WD-40 COM 929236107 70,740 -31,107 14,208 1,091.4706
2020-02-14 2019-12-31 13F WD-40 COM 929236107 101,847 9,668 10.49 19,773 16.88 0.0046
2019-11-14 2019-09-30 13F WD-40 COM 929236107 92,179 -13,891 -13.10 16,918 0.28 0.0045
2019-08-14 2019-06-30 13F WD-40 COM 929236107 106,070 67,218 173.01 16,870 156.27 0.0045
2019-05-15 2019-03-31 13F WD-40 COM 929236107 38,852 -16,747 -30.12 6,583 -35.40 0.0019
2019-02-14 2018-12-31 13F WD-40 COM 929236107 55,599 -19,997 -26.45 10,190 -21.68 0.0030
2019-04-23 2018-09-30 13F/A-2 WD-40 COM 929236107 75,596 13,908 22.55 13,010 44.20 0.0033
2018-11-20 2018-09-30 13F/A-1 WD-40 COM 929236107 75,596 0 13,010 0.0033
2018-11-14 2018-09-30 13F WD-40 COM 929236107 75,596 13,908 13,010
2019-04-23 2018-06-30 13F/A-1 WD-40 COM 929236107 61,688 1,934 3.24 9,022 14.64 0.0024
2018-08-14 2018-06-30 13F WD-40 COM 929236107 61,688 1,934 9,022
2019-04-23 2018-03-31 13F/A-1 WD-40 COM 929236107 59,754 4,707 8.55 7,870 21.15 0.0022
2018-05-14 2018-03-31 13F WD-40 COM 929236107 59,754 4,707 7,870
2019-04-23 2017-12-31 13F/A-1 WD-40 COM 929236107 55,047 11,366 26.02 6,496 32.90 0.0018
2018-02-14 2017-12-31 13F WD-40 COM 929236107 55,047 11,366 6,496
2017-11-14 2017-09-30 13F WD-40 COM 929236107 43,681 -2,145 -4.68 4,888 -3.32 0.0015
2017-08-11 2017-06-30 13F WD-40 COM 929236107 45,826 -12,530 -21.47 5,056 -20.48 0.0015
2017-05-22 2017-03-31 13F/A-1 WD-40 COM 929236107 58,356 -19,793 -25.33 6,358 -30.41 0.0020
2017-05-12 2017-03-31 13F WD-40 COM 929236107 58,356 6,358
2017-02-22 2016-12-31 13F/A-1 WD-40 COM 929236107 78,149 36,259 86.56 9,136 94.01 0.0030
2017-02-13 2016-12-31 13F WD-40 COM 929236107 78,149 9,136
2016-11-10 2016-09-30 13F WD-40 COM 929236107 41,890 10,095 31.75 4,709 26.08 0.0016
2016-08-12 2016-06-30 13F WD-40 COM 929236107 31,795 1,406 4.63 3,735 13.84 0.0013
2016-05-12 2016-03-31 13F WD-40 COM 929236107 30,389 -2,872 -8.63 3,281 0.00 0.0013
2016-02-09 2015-12-31 13F WD-40 COM 929236107 33,261 11,276 51.29 3,281 67.57 0.0012
2016-02-08 2015-09-30 13F/A-1 WD-40 COM 929236107 21,985 -244 -1.10 1,958 1.08 0.0007
2015-11-09 2015-09-30 13F WD-40 COM 929236107 21,985 1,958
2015-08-12 2015-06-30 13F WD-40 COM 929236107 22,229 -3,642 -14.08 1,937 -15.41 0.0007
2015-05-14 2015-03-31 13F WD-40 COM 929236107 25,871 3,616 16.25 2,290 20.91 0.0008
2015-02-13 2014-12-31 13F WD-40 COM 929236107 22,255 -12,653 -36.25 1,894 -20.22 0.0007
2014-12-16 2014-09-30 13F/A-1 WD-40 COM 929236107 34,908 17,136 96.42 2,374 72.15 0.0009
2014-11-14 2014-09-30 13F WD-40 COM 929236107 34,908 2,374
2014-05-13 2014-03-31 13F WD-40 COM 929236107 17,772 -35,610 -66.71 1,379 -65.41 0.0006
2014-02-13 2013-12-31 13F WD-40 COM 929236107 53,382 25,696 92.81 3,987 121.99 0.0017
2013-11-13 2013-09-30 13F WD 40 CO COM ST COM 929236107 27,686 -54,751 -66.42 1,796 -60.00 0.0008
2013-08-08 2013-06-30 13F WD 40 CO COM ST COM 929236107 82,437 82,437 4,490 0.0023
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.