Physician Wealth Advisors’s Cactus WHD Stock Holding History

Physician Wealth 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 Q2	$1.08K	Buy	21 +10	+91%	+$558	﹤0.01%	1803
2026 Q1	$522	Buy	+11	New	+$577	﹤0.01%	1914
2025 Q1	–	Sell	-12	Closed	-$701	–	1529
2024 Q4	$701	Buy	+12	New	+$753	﹤0.01%	1036

Other funds holding WHD

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

FWIA

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Physician Wealth Advisors's WHD Position: Q2 2026 in Review

Physician Wealth Advisors increased its Cactus (WHD) stake by 91% in Q2 2026, buying an estimated $558 and bringing the position to 21 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Physician Wealth Advisors first reported a position in WHD in Q4 2024 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

Physician Wealth Advisors held 21 shares of Cactus worth $1.08K as of Q2 2026.
Physician Wealth Advisors bought 10 Cactus shares in Q2 2026, an estimated $558.
Cactus made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1803 holding.
Physician Wealth Advisors first reported a position in Cactus in Q4 2024 and has held it in 3 quarters since.
42 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.