Spire Wealth Management’s Cactus WHD Stock Holding History

Spire Wealth Management’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	$1.37K	Hold	27	–	–	﹤0.01%	2080
2026 Q1	$1.27K	Hold	27	–	–	﹤0.01%	2107
2025 Q4	$1.22K	Hold	27	–	–	﹤0.01%	2167
2025 Q3	$1.05K	Buy	27 +1	+4%	+$42	﹤0.01%	2266
2025 Q2	$1.16K	Buy	+26	New	+$1.08K	﹤0.01%	2256

Other funds holding WHD

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return