IA
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IFP Advisors’s Cactus WHD Stock Holding History

IFP 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
Q1 		$25.2K Buy
532
+368
+224% +$19.3K ﹤0.01% 2659
2025
Q4 		$7.49K Sell
164
-11
-6% -$460 ﹤0.01% 3219
2025
Q3 		$6.91K Buy
175
+75
+75% +$3.15K ﹤0.01% 3085
2025
Q2 		$7.26K Buy
+100
New +$4.17K ﹤0.01% 3113
2025
Q1 		– Hold
0
– – – 3632
2024
Q4 		– Hold
0
– – – 3576
2023
Q2 		– Sell
-854
Closed -$27.3K – 3591
2023
Q1 		$27.3K Sell
854
-306
-26% -$14.8K ﹤0.01% 1882
2022
Q4 		$40K Sell
1,160
-170
-13% -$8.53K ﹤0.01% 2401
2022
Q3 		$46K Buy
1,330
+986
+287% +$39.5K ﹤0.01% 2438
2022
Q2 		$12K Hold
344
– – ﹤0.01% 3279
2022
Q1 		$12K Buy
344
+134
+64% +$6.64K ﹤0.01% 3279
2021
Q4 		$8K Hold
210
– – ﹤0.01% 2317
2021
Q3 		$8K Hold
210
– – ﹤0.01% 2384
2021
Q2 		$8K Hold
210
– – ﹤0.01% 2309
2021
Q1 		$6K Buy
210
+137
+188% +$4.15K ﹤0.01% 2378
2020
Q4 		$2K Buy
73
+9
+14% +$204 ﹤0.01% 2675
2020
Q3 		$1K Hold
64
– – ﹤0.01% 2733
2020
Q2 		$1K Buy
64
+24
+60% +$416 ﹤0.01% 2634
2020
Q1 		$0 Buy
+40
New +$1K ﹤0.01% 3741

Other funds holding WHD

BlackRock
BlackRock New York $5.7T 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