Retirement Guys Formula’s Cactus WHD Stock Holding History

Retirement Guys Formula’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	–	Sell	-4,522	Closed	-$207K	–	184
2025 Q4	$207K	Buy	+4,522	New	+$189K	0.09%	148

Other funds holding WHD

BlackRock New York $5.72T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Retirement Guys Formula's WHD Position: Q1 2026 in Review

Retirement Guys Formula sold out of Cactus (WHD) in Q1 2026, closing a stake of 4,522 shares — an estimated $207K sold.

Retirement Guys Formula first reported a position in WHD in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 323 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

Retirement Guys Formula reported no remaining Cactus position as of Q1 2026 after selling out during the quarter.
Retirement Guys Formula sold 4,522 Cactus shares in Q1 2026, an estimated $207K.
Retirement Guys Formula first reported a position in Cactus in Q4 2025 and held it in 1 quarter.
Retirement Guys Formula's Cactus position peaked at $207K in Q4 2025.
323 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.