Fulcrum Asset Management’s Cactus WHD Stock Holding History

Fulcrum Asset Management’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	$10.4M	Buy	+222,480	New	+$11.7M	1.57%	18

Other funds holding WHD

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fulcrum Asset Management's WHD Position: Q1 2026 in Review

Fulcrum Asset Management opened a new position in Cactus (WHD) in Q1 2026: 222,480 shares worth $10.4M. The stake represents 1.57% of the portfolio and ranks #18 among its holdings.

323 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

Fulcrum Asset Management held 222,480 shares of Cactus worth $10.4M as of Q1 2026.
Cactus was a new Fulcrum Asset Management position in Q1 2026.
Cactus made up 1.57% of Fulcrum Asset Management's portfolio in Q1 2026, its #18 holding.
323 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.