TWD
WHD icon

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
Q3 		$498 Buy
8
+6
+300% +$382 ﹤0.01% 2131
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

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
WA
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
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
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
GI
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

True Wealth Design's WHD Position: Q3 2026 in Review

True Wealth Design increased its Cactus (WHD) stake by 300% in Q3 2026, buying an estimated $382 and bringing the position to 8 shares worth $498. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

True Wealth Design first reported a position in WHD in Q1 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold WHD as of Q3 2026.

  • True Wealth Design held 8 shares of Cactus worth $498 as of Q3 2026.
  • True Wealth Design bought 6 Cactus shares in Q3 2026, an estimated $382.
  • Cactus made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2131 holding.
  • True Wealth Design first reported a position in Cactus in Q1 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held Cactus as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.