The cluster is small and stale; the net selling bias aligns with the recent earnings miss and margin pressure. Monitor the next 13F filing for larger fund reactions and any insider buying that could corroborate a thesis change.
Executive Summary
A small institutional cluster in WDFC shows 4 small buyers adding $1.3M in aggregate versus 2 sellers trimming $2.0M, for a net negative $0.7M. The cluster follows a Q4 FY2026 earnings miss (EPS -19.7% vs consensus) and margin compression, and the 13F data is 45+ days stale, limiting its current relevance.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$700.0K
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Proshare Advisors | ADD | +36.8% | $8.8M | $1.0M |
| Farther Finance Advisors | DOUBLED | +1636.6% | $249.0K | $232.0K |
| Mather Group | ADD | +69.2% | $9.0K | $3.0K |
| Assetmark | DOUBLED | +594.4% | $25.0K | $21.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Exchange Traded Concepts | TRIM | -58.6% | $2.4M | -$1.6M |
| Wealth Enhancement Advisory Services | TRIM | -30.9% | $965.0K | -$452.0K |
Key Facts
- 4 buyers added $1.3M in aggregate; 2 sellers trimmed $2.0M; net -$0.7M
- Largest buyer: Proshare Advisors added $1.0M (36.8% increase) to $8.8M position
- Largest seller: Exchange Traded Concepts trimmed $1.6M (58.6% reduction) to $825K
- Q4 FY2026 EPS missed consensus by 19.7% ($1.06 vs $1.32); gross margin fell to 52.8% from 54.7%
- Insider confluence score is 3/100 with no open-market insider buying
- 13F data is from quarter-end 2026-Q2, filed with a 45-day lag; positions may have changed
Financial Impact
Net institutional selling of approximately $0.7M across 6 funds; total buying $1.3M, total selling $2.0M
Risk Factors
- 13F data is 45+ days stale; cluster may have been unwound
- Insider confluence score is very low (3/100) with no insider buying support
- Q4 EPS miss and margin compression may continue to weigh on the stock
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-WDFC-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | DEFA14A | $220.61 | awaiting T+5 | awaiting T+5 | No price |
Oct 30, 2026 2d ago | DEF 14A | $220.61 | awaiting T+5 | awaiting T+5 | No price |
Oct 29, 2026 3d ago | Institutional Cluster | $219.41 | awaiting T+5 | awaiting T+5 | No price |
Oct 21, 2026 11d ago | 8-K | $210.18 $219.41 | ▼ −4.39% | ▼ −3.68% | No price |
Apr 9, 2026 29w ago | 8-K | $212.94 $213.38 | ▼ −0.21% | ▲ +4.30% | No price |
US Market Status
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