AWM
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Able Wealth Management’s Cactus WHD Stock Holding History

Able Wealth Management’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 		$287K Buy
4,429
+11
+0.2% +$700 0.06% 112
2026
Q2 		$213K Buy
+4,418
New +$246K 0.05% 148

Other funds holding WHD

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Able Wealth Management's WHD Position: Q3 2026 in Review

Able Wealth Management increased its Cactus (WHD) stake by 0.25% in Q3 2026, buying an estimated $700 and bringing the position to 4,429 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #112.

Able Wealth Management first reported a position in WHD in Q2 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold WHD as of Q3 2026.

  • Able Wealth Management held 4,429 shares of Cactus worth $287K as of Q3 2026.
  • Able Wealth Management bought 11 Cactus shares in Q3 2026, an estimated $700.
  • Cactus made up 0.06% of Able Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Able Wealth Management first reported a position in Cactus in Q2 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Cactus as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.