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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
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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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Root Financial Partners's WHD Position: Q2 2026 in Review

Root Financial Partners sold out of Cactus (WHD) in Q2 2026, closing a stake of 212 shares — an estimated $10K sold.

Root Financial Partners first reported a position in WHD in Q3 2025 and held it in 3 quarters. The position peaked at $10K in Q1 2026. 342 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • Root Financial Partners reported no remaining Cactus position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 212 Cactus shares in Q2 2026, an estimated $10K.
  • Root Financial Partners first reported a position in Cactus in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Cactus position peaked at $10K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.