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CoreCap Advisors’s Cactus WHD Stock Holding History

CoreCap Advisors’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 		– Sell
-6,264
Closed -$321K – 3369
2026
Q2 		$321K Buy
+6,264
New +$349K 0.01% 693
2025
Q1 		– Sell
-7
Closed -$409 – 3321
2024
Q4 		$409 Buy
+7
New +$439 ﹤0.01% 2579

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
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 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

CoreCap Advisors's WHD Position: Q3 2026 in Review

CoreCap Advisors sold out of Cactus (WHD) in Q3 2026, closing a stake of 6,264 shares — an estimated $321K sold.

CoreCap Advisors first reported a position in WHD in Q4 2024 and held it in 2 quarters. The position peaked at $321K in Q2 2026. 19 funds tracked by Wall St. Rank hold WHD as of Q3 2026.

  • CoreCap Advisors reported no remaining Cactus position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 6,264 Cactus shares in Q3 2026, an estimated $321K.
  • CoreCap Advisors first reported a position in Cactus in Q4 2024 and held it in 2 quarters.
  • CoreCap Advisors's Cactus position peaked at $321K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Cactus as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.