Root Financial Partners
WHD icon

Root Financial Partners’s Cactus WHD Stock Holding History

Root Financial Partners’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
Q3 		$15.4K Buy
+247
New +$15.7K ﹤0.01% 1697
2026
Q2 		– Sell
-212
Closed -$10K – 3166
2026
Q1 		$10K Buy
212
+128
+152% +$6.72K ﹤0.01% 1686
2025
Q4 		$3.84K Sell
84
-18
-18% -$752 ﹤0.01% 1846
2025
Q3 		$4.03K Buy
+102
New +$4.29K ﹤0.01% 1800

Other funds holding WHD

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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Root Financial Partners's WHD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Cactus (WHD) in Q3 2026: 247 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #1697 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WHD as recently as Q1 2026.

Root Financial Partners first reported a position in WHD in Q3 2025 and has held it in 4 quarters since. 213 funds tracked by Wall St. Rank hold WHD as of Q3 2026.

  • Root Financial Partners held 247 shares of Cactus worth $15.4K as of Q3 2026.
  • Cactus was a new Root Financial Partners position in Q3 2026.
  • Cactus made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1697 holding.
  • Root Financial Partners first reported a position in Cactus in Q3 2025 and has held it in 4 quarters since.
  • 213 funds tracked by Wall St. Rank held Cactus as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.