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Wealthspire Advisors (New York)’s Cactus WHD Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-146
Closed -$5.76K – 2894
2025
Q3 		$5.76K Buy
+146
New +$6.14K ﹤0.01% 2272

Other funds holding WHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s WHD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Cactus (WHD) in Q4 2025, closing a stake of 146 shares — an estimated $5.76K sold.

Wealthspire Advisors (New York) first reported a position in WHD in Q3 2025 and held it in 1 quarter. The position peaked at $5.76K in Q3 2025. 287 funds tracked by Wall St. Rank hold WHD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Cactus position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 146 Cactus shares in Q4 2025, an estimated $5.76K.
  • Wealthspire Advisors (New York) first reported a position in Cactus in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Cactus position peaked at $5.76K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Cactus as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.