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Yorktown Management & Research Company’s Cactus WHD Stock Holding History

Yorktown Management & Research Company’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 		$356K Hold
6,950
– – 0.22% 180
2026
Q1 		$329K Hold
6,950
– – 0.28% 138
2025
Q4 		$317K Buy
+6,950
New +$291K 0.25% 166
2025
Q3 		– Sell
-5,800
Closed -$254K – 241
2025
Q2 		$254K Sell
5,800
-250
-4% -$10.4K 0.24% 189
2025
Q1 		$277K Hold
6,050
– – 0.3% 161
2024
Q4 		$353K Hold
6,050
– – 0.34% 142
2024
Q3 		$361K Hold
6,050
– – 0.37% 132
2024
Q2 		$319K Buy
+6,050
New +$308K 0.34% 138

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Yorktown Management & Research Company's WHD Position: Q2 2026 in Review

Yorktown Management & Research Company held its Cactus (WHD) position steady in Q2 2026 at 6,950 shares worth $356K. The position accounts for 0.22% of the portfolio, ranked #180.

Yorktown Management & Research Company first reported a position in WHD in Q2 2024 and has held it in 8 quarters since. The position peaked at $361K in Q3 2024. 159 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • Yorktown Management & Research Company held 6,950 shares of Cactus worth $356K as of Q2 2026.
  • Yorktown Management & Research Company left its Cactus share count unchanged in Q2 2026.
  • Cactus made up 0.22% of Yorktown Management & Research Company's portfolio in Q2 2026, its #180 holding.
  • Yorktown Management & Research Company first reported a position in Cactus in Q2 2024 and has held it in 8 quarters since.
  • Yorktown Management & Research Company's Cactus position peaked at $361K in Q3 2024.
  • 159 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.