Scharf Investments’s Cactus WHD Stock Holding History

Scharf Investments’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 Q1	–	Sell	-3,682	Closed	-$215K	–	74
2024 Q4	$215K	Hold	3,682	–	–	0.01%	64
2024 Q3	$220K	Buy	+3,682	New	+$214K	0.01%	63

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

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

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

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

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

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

Scharf Investments's WHD Position: Q1 2025 in Review

Scharf Investments sold out of Cactus (WHD) in Q1 2025, closing a stake of 3,682 shares — an estimated $215K sold.

Scharf Investments first reported a position in WHD in Q3 2024 and held it in 2 quarters. The position peaked at $220K in Q3 2024. 312 funds tracked by Wall St. Rank hold WHD as of Q1 2025.

Scharf Investments reported no remaining Cactus position as of Q1 2025 after selling out during the quarter.
Scharf Investments sold 3,682 Cactus shares in Q1 2025, an estimated $215K.
Scharf Investments first reported a position in Cactus in Q3 2024 and held it in 2 quarters.
Scharf Investments's Cactus position peaked at $220K in Q3 2024.
312 funds tracked by Wall St. Rank held Cactus as of Q1 2025.

Based on Scharf Investments's 13F filing for Q1 2025, filed 23 Apr 2025.