Mather Group’s Cactus WHD Stock Holding History

Mather Group’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 Q2	–	Sell	-37	Closed	-$1.7K	–	1715
2025 Q1	$1.7K	Hold	37	–	–	﹤0.01%	1589
2024 Q4	$2.16K	Hold	37	–	–	﹤0.01%	1525
2024 Q3	$2.21K	Sell	37 -4	-10%	-$233	﹤0.01%	1468
2024 Q2	$2.05K	Buy	+41	New	+$2.09K	﹤0.01%	1882

Other funds holding WHD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Mather Group's WHD Position: Q2 2025 in Review

Mather Group sold out of Cactus (WHD) in Q2 2025, closing a stake of 37 shares — an estimated $1.7K sold.

Mather Group first reported a position in WHD in Q2 2024 and held it in 4 quarters. The position peaked at $2.21K in Q3 2024. 318 funds tracked by Wall St. Rank hold WHD as of Q2 2025.

Mather Group reported no remaining Cactus position as of Q2 2025 after selling out during the quarter.
Mather Group sold 37 Cactus shares in Q2 2025, an estimated $1.7K.
Mather Group first reported a position in Cactus in Q2 2024 and held it in 4 quarters.
Mather Group's Cactus position peaked at $2.21K in Q3 2024.
318 funds tracked by Wall St. Rank held Cactus as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.