LPL Financial’s Cactus WHD Stock Holding History

LPL Financial’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	$361K	Buy	+7,042	New	+$393K	﹤0.01%	5303
2026 Q1	–	Sell	-4,570	Closed	-$209K	–	6172
2025 Q4	$209K	Sell	4,570 -4,323	-49%	-$181K	﹤0.01%	5420
2025 Q3	$351K	Sell	8,893 -9,194	-51%	-$387K	﹤0.01%	4922
2025 Q2	$791K	Buy	18,087 +4,415	+32%	+$184K	﹤0.01%	3966
2025 Q1	$627K	Buy	13,672 +983	+8%	+$54.5K	﹤0.01%	3957
2024 Q4	$741K	Buy	12,689 +2,553	+25%	+$160K	﹤0.01%	3750
2024 Q3	$605K	Sell	10,136 -546	-5%	-$31.7K	﹤0.01%	3835
2024 Q2	$563K	Sell	10,682 -1,586	-13%	-$80.8K	﹤0.01%	3770
2024 Q1	$615K	Buy	12,268 +2,001	+19%	+$88.6K	﹤0.01%	3602
2023 Q4	$466K	Buy	10,267 +798	+8%	+$36.3K	﹤0.01%	3728
2023 Q3	$475K	Buy	+9,469	New	+$476K	﹤0.01%	3532

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

LPL Financial's WHD Position: Q2 2026 in Review

LPL Financial opened a new position in Cactus (WHD) in Q2 2026: 7,042 shares worth $361K. The stake represents ﹤0.01% of the portfolio and ranks #5303 among its holdings. This is a return to the name: LPL Financial previously reported a position in WHD as recently as Q4 2025.

LPL Financial first reported a position in WHD in Q3 2023 and has held it in 11 quarters since. The position peaked at $791K in Q2 2025. 150 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

LPL Financial held 7,042 shares of Cactus worth $361K as of Q2 2026.
Cactus was a new LPL Financial position in Q2 2026.
Cactus made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5303 holding.
LPL Financial first reported a position in Cactus in Q3 2023 and has held it in 11 quarters since.
LPL Financial's Cactus position peaked at $791K in Q2 2025.
150 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.