Dean Investment Associates’s Cactus WHD Stock Holding History

Dean Investment Associates’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	$1.8M	Sell	35,193 -80,814	-70%	-$4.51M	0.24%	144
2026 Q1	$5.5M	Buy	116,007 +53,111	+84%	+$2.79M	0.77%	36
2025 Q4	$2.87M	Buy	62,896 +8,003	+15%	+$335K	0.41%	118
2025 Q3	$2.17M	Sell	54,893 -33,991	-38%	-$1.43M	0.3%	140
2025 Q2	$3.89M	Buy	+88,884	New	+$3.71M	0.57%	68
2021 Q1	–	Sell	-28,496	Closed	-$743K	–	240
2020 Q4	$743K	Sell	28,496 -65,405	-70%	-$1.48M	0.15%	212
2020 Q3	$1.8M	Sell	93,901 -37,052	-28%	-$803K	0.43%	93
2020 Q2	$2.7M	Sell	130,953 -3,602	-3%	-$62.5K	0.65%	54
2020 Q1	$1.56M	Buy	134,555 +43,840	+48%	+$1.1M	0.33%	127
2019 Q4	$3.11M	Buy	+90,715	New	+$2.75M	0.49%	98

Other funds holding WHD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dean Investment Associates's WHD Position: Q2 2026 in Review

Dean Investment Associates reduced its Cactus (WHD) stake by 70% in Q2 2026, selling an estimated $4.51M and leaving 35,193 shares worth $1.8M. The position accounts for 0.24% of the portfolio, ranked #144.

Dean Investment Associates first reported a position in WHD in Q4 2019 and has held it in 10 quarters since. The position peaked at $5.5M in Q1 2026. 343 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

Dean Investment Associates held 35,193 shares of Cactus worth $1.8M as of Q2 2026.
Dean Investment Associates sold 80,814 Cactus shares in Q2 2026, an estimated $4.51M.
Cactus made up 0.24% of Dean Investment Associates's portfolio in Q2 2026, its #144 holding.
Dean Investment Associates first reported a position in Cactus in Q4 2019 and has held it in 10 quarters since.
Dean Investment Associates's Cactus position peaked at $5.5M in Q1 2026.
343 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Dean Investment Associates's 13F filing for Q2 2026, filed 14 Aug 2026.