Mackenzie Financial
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Mackenzie Financial’s Cactus WHD Stock Holding History

Mackenzie 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
2025
Q4 		– Sell
-10,392
Closed -$410K – 1828
2025
Q3 		$410K Buy
10,392
+669
+7% +$28.1K ﹤0.01% 1298
2025
Q2 		$425K Sell
9,723
-1,982
-17% -$82.7K ﹤0.01% 1284
2025
Q1 		$536K Buy
11,705
+2,468
+27% +$137K ﹤0.01% 1179
2024
Q4 		$539K Buy
9,237
+5,040
+120% +$316K ﹤0.01% 1141
2024
Q3 		$250K Buy
+4,197
New +$244K ﹤0.01% 1273
2023
Q1 		– Sell
-65,739
Closed -$3.3M – 1622
2022
Q4 		$3.3M Buy
+65,739
New +$3.3M 0.01% 579
2019
Q3 		– Sell
-108,318
Closed -$3.59M – 1109
2019
Q2 		$3.59M Sell
108,318
-986
-0.9% -$34.3K 0.01% 511
2019
Q1 		$3.89M Buy
+109,304
New +$3.72M 0.01% 607

Other funds holding WHD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return