Rothwell Investment Advisors, LLC’s Cactus WHD Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio WHD Stock Details WHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.87K	Buy	+62	New	+$3.95K	﹤0.01%	950

Other funds holding WHD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WHD Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Cactus (WHD) in Q3 2026: 62 shares worth $3.87K. The stake represents ﹤0.01% of the portfolio and ranks #950 among its holdings.

171 funds tracked by Wall St. Rank hold WHD as of Q3 2026.

Rothwell Investment Advisors, LLC held 62 shares of Cactus worth $3.87K as of Q3 2026.
Cactus was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Cactus made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #950 holding.
171 funds tracked by Wall St. Rank held Cactus as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.