Creative Planning
WHD icon

Creative Planning’s Cactus WHD Stock Holding History

Creative Planning’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
Q2 		$3.83M Buy
74,747
+18,591
+33% +$1.04M ﹤0.01% 1608
2026
Q1 		$2.66M Buy
56,156
+11,372
+25% +$597K ﹤0.01% 1679
2025
Q4 		$2.05M Buy
44,784
+21,973
+96% +$918K ﹤0.01% 1715
2025
Q3 		$900K Buy
22,811
+7,289
+47% +$307K ﹤0.01% 2204
2025
Q2 		$679K Buy
15,522
+8,531
+122% +$356K ﹤0.01% 2188
2025
Q1 		$320K Sell
6,991
-5,636
-45% -$312K ﹤0.01% 2692
2024
Q4 		$737K Buy
12,627
+1,335
+12% +$83.8K ﹤0.01% 1889
2024
Q3 		$674K Buy
11,292
+2,433
+27% +$141K ﹤0.01% 1844
2024
Q2 		$467K Buy
+8,859
New +$451K ﹤0.01% 1995

Other funds holding WHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Creative Planning's WHD Position: Q2 2026 in Review

Creative Planning increased its Cactus (WHD) stake by 33% in Q2 2026, buying an estimated $1.04M and bringing the position to 74,747 shares worth $3.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Creative Planning first reported a position in WHD in Q2 2024 and has held it in 9 quarters since. 343 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • Creative Planning held 74,747 shares of Cactus worth $3.83M as of Q2 2026.
  • Creative Planning bought 18,591 Cactus shares in Q2 2026, an estimated $1.04M.
  • Cactus made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1608 holding.
  • Creative Planning first reported a position in Cactus in Q2 2024 and has held it in 9 quarters since.
  • 343 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.