True Wealth Design’s Cactus WHD Stock Holding History

True Wealth Design’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	$103	Buy	+2	New	+$112	﹤0.01%	2535
2025 Q4	–	Sell	-1	Closed	-$40	–	2846
2025 Q3	$40	Hold	1	–	–	﹤0.01%	2600
2025 Q2	$44	Hold	1	–	–	﹤0.01%	2410
2025 Q1	$46	Buy	+1	New	+$55	﹤0.01%	2406

Other funds holding WHD

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

YIH

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

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

True Wealth Design's WHD Position: Q2 2026 in Review

True Wealth Design opened a new position in Cactus (WHD) in Q2 2026: 2 shares worth $103. The stake represents ﹤0.01% of the portfolio and ranks #2535 among its holdings. This is a return to the name: True Wealth Design previously reported a position in WHD as recently as Q3 2025.

True Wealth Design first reported a position in WHD in Q1 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

True Wealth Design held 2 shares of Cactus worth $103 as of Q2 2026.
Cactus was a new True Wealth Design position in Q2 2026.
Cactus made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2535 holding.
True Wealth Design first reported a position in Cactus in Q1 2025 and has held it in 4 quarters since.
32 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.