EWA
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EverSource Wealth Advisors’s Cactus WHD Stock Holding History

EverSource 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 		$34.7K Buy
678
+140
+26% +$7.81K ﹤0.01% 2024
2026
Q1 		$25.5K Buy
538
+64
+14% +$3.36K ﹤0.01% 2358
2025
Q4 		$21.7K Sell
474
-168
-26% -$7.02K ﹤0.01% 2336
2025
Q3 		$25.3K Buy
642
+259
+68% +$10.9K ﹤0.01% 2178
2025
Q2 		$16.7K Buy
383
+341
+812% +$14.2K ﹤0.01% 2435
2025
Q1 		$1.93K Buy
42
+4
+11% +$222 ﹤0.01% 2949
2024
Q4 		$2.22K Buy
38
+14
+58% +$879 ﹤0.01% 2676
2024
Q3 		$1.43K Hold
24
– – ﹤0.01% 2629
2024
Q2 		$1.51K Hold
24
– – ﹤0.01% 2634
2024
Q1 		$1.19K Sell
24
-165
-87% -$7.31K ﹤0.01% 2528
2023
Q4 		$8.58K Buy
189
+165
+688% +$7.51K ﹤0.01% 1631
2023
Q3 		$1.21K Hold
24
– – ﹤0.01% 2148
2023
Q2 		$1.02K Buy
24
+14
+140% +$546 ﹤0.01% 2219
2023
Q1 		$412 Sell
10
-59
-86% -$2.85K ﹤0.01% 2269
2022
Q4 		$3.47K Hold
69
– – ﹤0.01% 1730
2022
Q3 		$3K Sell
69
-598
-90% -$24K ﹤0.01% 1596
2022
Q2 		$27K Buy
667
+598
+867% +$30.1K 0.01% 757
2022
Q1 		$4K Hold
69
– – ﹤0.01% 1369
2021
Q4 		$3K Buy
+69
New +$2.78K ﹤0.01% 1468

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors increased its Cactus (WHD) stake by 26% in Q2 2026, buying an estimated $7.81K and bringing the position to 678 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

EverSource Wealth Advisors first reported a position in WHD in Q4 2021 and has held it in 19 quarters since. 342 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • EverSource Wealth Advisors held 678 shares of Cactus worth $34.7K as of Q2 2026.
  • EverSource Wealth Advisors bought 140 Cactus shares in Q2 2026, an estimated $7.81K.
  • Cactus made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2024 holding.
  • EverSource Wealth Advisors first reported a position in Cactus in Q4 2021 and has held it in 19 quarters since.
  • 342 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.