Toth Financial Advisory’s Cactus WHD Stock Holding History

Toth Financial Advisory’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	$1.56K	Buy	+25	New	+$1.59K	﹤0.01%	838
2023 Q2	–	Sell	-40	Closed	-$1.65K	–	901
2023 Q1	$1.65K	Hold	40	–	–	﹤0.01%	689
2022 Q4	$2.01K	Hold	40	–	–	﹤0.01%	591
2022 Q3	$2K	Buy	+40	New	+$1.6K	﹤0.01%	661
2019 Q1	–	Sell	-260	Closed	-$7K	–	456
2018 Q4	$7K	Buy	+260	New	+$8.51K	﹤0.01%	310

Other funds holding WHD

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Toth Financial Advisory's WHD Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Cactus (WHD) in Q3 2026: 25 shares worth $1.56K. The stake represents ﹤0.01% of the portfolio and ranks #838 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in WHD as recently as Q1 2023.

Toth Financial Advisory first reported a position in WHD in Q4 2018 and has held it in 5 quarters since. The position peaked at $7K in Q4 2018. 19 funds tracked by Wall St. Rank hold WHD as of Q3 2026.

Toth Financial Advisory held 25 shares of Cactus worth $1.56K as of Q3 2026.
Cactus was a new Toth Financial Advisory position in Q3 2026.
Cactus made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #838 holding.
Toth Financial Advisory first reported a position in Cactus in Q4 2018 and has held it in 5 quarters since.
Toth Financial Advisory's Cactus position peaked at $7K in Q4 2018.
19 funds tracked by Wall St. Rank held Cactus as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.