Wealth Enhancement Advisory Services
WHD icon

Wealth Enhancement Advisory Services’s Cactus WHD Stock Holding History

Wealth Enhancement Advisory Services’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 		$451K Buy
8,386
+2,658
+46% +$148K ﹤0.01% 2785
2026
Q1 		$274K Sell
5,728
-1,959
-25% -$103K ﹤0.01% 2867
2025
Q4 		$384K Buy
7,687
+308
+4% +$12.9K ﹤0.01% 2697
2025
Q3 		$269K Buy
7,379
+626
+9% +$26.3K ﹤0.01% 2887
2025
Q2 		$306K Buy
+6,753
New +$282K ﹤0.01% 2626
2025
Q1 		– Sell
-5,133
Closed -$300K – 3179
2024
Q4 		$300K Buy
5,133
+269
+6% +$16.9K ﹤0.01% 2381
2024
Q3 		$290K Buy
4,864
+132
+3% +$7.67K ﹤0.01% 2203
2024
Q2 		$250K Buy
4,732
+60
+1% +$3.06K ﹤0.01% 2121
2024
Q1 		$234K Buy
4,672
+84
+2% +$3.72K ﹤0.01% 2088
2023
Q4 		$208K Buy
4,588
+175
+4% +$7.96K ﹤0.01% 2075
2023
Q3 		$222K Buy
+4,413
New +$222K ﹤0.01% 1944

Other funds holding WHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wealth Enhancement Advisory Services's WHD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Cactus (WHD) stake by 46% in Q2 2026, buying an estimated $148K and bringing the position to 8,386 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #2785.

Wealth Enhancement Advisory Services first reported a position in WHD in Q3 2023 and has held it in 11 quarters since. 342 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,386 shares of Cactus worth $451K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,658 Cactus shares in Q2 2026, an estimated $148K.
  • Cactus made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2785 holding.
  • Wealth Enhancement Advisory Services first reported a position in Cactus in Q3 2023 and has held it in 11 quarters since.
  • 342 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.