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EP Wealth Advisors’s Cactus WHD Stock Holding History

EP Wealth 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
Q2 		$485K Buy
9,471
+2,515
+36% +$140K ﹤0.01% 1040
2026
Q1 		$329K Sell
6,956
-369
-5% -$19.4K ﹤0.01% 1104
2025
Q4 		$335K Buy
+7,325
New +$306K ﹤0.01% 1074
2025
Q2 		$293K Buy
+6,694
New +$279K ﹤0.01% 1033

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

EP Wealth Advisors's WHD Position: Q2 2026 in Review

EP Wealth Advisors increased its Cactus (WHD) stake by 36% in Q2 2026, buying an estimated $140K and bringing the position to 9,471 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

EP Wealth Advisors first reported a position in WHD in Q2 2025 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • EP Wealth Advisors held 9,471 shares of Cactus worth $485K as of Q2 2026.
  • EP Wealth Advisors bought 2,515 Cactus shares in Q2 2026, an estimated $140K.
  • Cactus made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1040 holding.
  • EP Wealth Advisors first reported a position in Cactus in Q2 2025 and has held it in 4 quarters since.
  • 342 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.