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Whipplewood Advisors’s Cactus WHD Stock Holding History

Whipplewood Advisors’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 		$922 Hold
18
– – ﹤0.01% 556
2026
Q1 		$853 Buy
+18
New +$944 ﹤0.01% 921
2025
Q3 		– Sell
-18
Closed -$787 – 1160
2025
Q2 		$787 Sell
18
-5
-22% -$209 ﹤0.01% 1052
2025
Q1 		$825 Buy
23
+5
+28% +$277 ﹤0.01% 1058
2024
Q4 		$1.05K Buy
+18
New +$1.13K ﹤0.01% 1015

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

Whipplewood Advisors's WHD Position: Q2 2026 in Review

Whipplewood Advisors held its Cactus (WHD) position steady in Q2 2026 at 18 shares worth $922. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Whipplewood Advisors first reported a position in WHD in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.05K in Q4 2024. 342 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • Whipplewood Advisors held 18 shares of Cactus worth $922 as of Q2 2026.
  • Whipplewood Advisors left its Cactus share count unchanged in Q2 2026.
  • Cactus made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #556 holding.
  • Whipplewood Advisors first reported a position in Cactus in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Cactus position peaked at $1.05K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.