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
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 $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

Creative Planning's WHD Position: Q1 2026 in Review

Creative Planning increased its Cactus (WHD) stake by 25% in Q1 2026, buying an estimated $597K and bringing the position to 56,156 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

Creative Planning first reported a position in WHD in Q2 2024 and has held it in 8 quarters since. 323 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

  • Creative Planning held 56,156 shares of Cactus worth $2.66M as of Q1 2026.
  • Creative Planning bought 11,372 Cactus shares in Q1 2026, an estimated $597K.
  • Cactus made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1679 holding.
  • Creative Planning first reported a position in Cactus in Q2 2024 and has held it in 8 quarters since.
  • 323 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.