Rise Advisors’s Cactus WHD Stock Holding History

Rise 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
2025 Q4	–	Sell	-179	Closed	-$7.07K	–	1429
2025 Q3	$7.07K	Hold	179	–	–	﹤0.01%	1109
2025 Q2	$7.83K	Hold	179	–	–	﹤0.01%	1102
2025 Q1	$8.2K	Buy	+179	New	+$9.92K	﹤0.01%	1102

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

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

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

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

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

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

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

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

Rise Advisors's WHD Position: Q4 2025 in Review

Rise Advisors sold out of Cactus (WHD) in Q4 2025, closing a stake of 179 shares — an estimated $7.07K sold.

Rise Advisors first reported a position in WHD in Q1 2025 and held it in 3 quarters. The position peaked at $8.2K in Q1 2025. 287 funds tracked by Wall St. Rank hold WHD as of Q4 2025.

Rise Advisors reported no remaining Cactus position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 179 Cactus shares in Q4 2025, an estimated $7.07K.
Rise Advisors first reported a position in Cactus in Q1 2025 and held it in 3 quarters.
Rise Advisors's Cactus position peaked at $8.2K in Q1 2025.
287 funds tracked by Wall St. Rank held Cactus as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.