Creative Financial Designs’s Cactus WHD Stock Holding History

Creative Financial Designs’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
2025 Q2	–	Sell	-16	Closed	-$733	–	2176
2025 Q1	$733	Buy	+16	New	+$886	﹤0.01%	1849

Other funds holding WHD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Financial Designs's WHD Position: Q2 2025 in Review

Creative Financial Designs sold out of Cactus (WHD) in Q2 2025, closing a stake of 16 shares — an estimated $733 sold.

Creative Financial Designs first reported a position in WHD in Q1 2025 and held it in 1 quarter. The position peaked at $733 in Q1 2025. 318 funds tracked by Wall St. Rank hold WHD as of Q2 2025.

Creative Financial Designs reported no remaining Cactus position as of Q2 2025 after selling out during the quarter.
Creative Financial Designs sold 16 Cactus shares in Q2 2025, an estimated $733.
Creative Financial Designs first reported a position in Cactus in Q1 2025 and held it in 1 quarter.
Creative Financial Designs's Cactus position peaked at $733 in Q1 2025.
318 funds tracked by Wall St. Rank held Cactus as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.