Cetera Investment Advisers
WHD icon

Cetera Investment Advisers’s Cactus WHD Stock Holding History

Cetera Investment Advisers’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
Q1 		$317K Sell
6,690
-4,098
-38% -$215K ﹤0.01% 3930
2025
Q4 		$493K Sell
10,788
-7,902
-42% -$330K ﹤0.01% 3448
2025
Q3 		$738K Buy
18,690
+7,303
+64% +$307K ﹤0.01% 3049
2025
Q2 		$498K Buy
11,387
+6,367
+127% +$266K ﹤0.01% 2979
2025
Q1 		$230K Sell
5,020
-1,530
-23% -$84.8K ﹤0.01% 3493
2024
Q4 		$382K Buy
6,550
+80
+1% +$5.02K ﹤0.01% 2907
2024
Q3 		$386K Buy
6,470
+252
+4% +$14.6K ﹤0.01% 2869
2024
Q2 		$328K Sell
6,218
-29
-0.5% -$1.48K ﹤0.01% 2949
2024
Q1 		$313K Buy
+6,247
New +$277K ﹤0.01% 3000

Other funds holding WHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cetera Investment Advisers's WHD Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Cactus (WHD) stake by 38% in Q1 2026, selling an estimated $215K and leaving 6,690 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #3930.

Cetera Investment Advisers first reported a position in WHD in Q1 2024 and has held it in 9 quarters since. The position peaked at $738K in Q3 2025. 323 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

  • Cetera Investment Advisers held 6,690 shares of Cactus worth $317K as of Q1 2026.
  • Cetera Investment Advisers sold 4,098 Cactus shares in Q1 2026, an estimated $215K.
  • Cactus made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3930 holding.
  • Cetera Investment Advisers first reported a position in Cactus in Q1 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's Cactus position peaked at $738K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.