Boston Trust Walden Corp WHD — CACTUS INC CL A

Ownership history in Boston Trust Walden Corp  ·  23 quarters on record

AI Ownership Summary

Boston Trust Walden Corp reported CACTUS INC CL A (WHD) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.76% in 2024 Q2. The latest visible filing shows WHD at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boston Trust Walden Corp's position in CACTUS INC CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WHD was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WHD stock page Boston Trust Walden Corp fund profile Boston Trust Walden Corp full holdings
How Boston Trust Walden Corp held WHD — position size vs. price
% of Fund (quarterly)    WHD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 938,486 -100,230 -9.6% 0.37% $44.5M 2026-04-24 $56.78
2025 Q4 REDUCED 8.7% +4.0% ❌ 1,038,716 -99,038 -8.7% 0.36% $47.4M 2026-01-28 $54.66
2025 Q3 REDUCED 7.9% +17.1% ❌ 1,137,754 -96,996 -7.9% 0.33% $44.9M 2025-10-17 $36.40
2025 Q2 REDUCED 23.2% -7.8% ✅ 1,234,750 -372,198 -23.2% 0.39% $54.0M 2025-07-28 $47.48
2025 Q1 REDUCED 10.6% -4.3% ✅ 1,606,948 -190,541 -10.6% 0.54% $73.6M 2025-04-21 $36.43
2024 Q4 ADDED — — — 1,797,489 +9,884 +0.6% 0.74% $104.9M 2025-01-24 $62.42
2024 Q3 REDUCED 8.6% -3.4% ✅ 1,787,605 -167,622 -8.6% 0.74% $106.7M 2024-10-24 $57.61
2024 Q2 ADDED — — — 1,955,227 +25,839 +1.3% 0.76% $103.1M 2024-07-19 $56.30
2024 Q1 REDUCED — — — 1,929,388 -11,727 -0.6% 0.69% $96.6M 2024-04-22 $50.15
2023 Q4 ADDED — — — 1,941,115 +26,185 +1.4% 0.66% $88.1M 2024-01-24 $39.60
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WHD

As of 2026 Q1 — sorted by position size

DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.79% Leeward Investments, LLC - MA 3Y 0.61% WASATCH ADVISORS LP 3Y 7Y 0.42% Yorktown Management & Research Co Inc 3Y 7Y 0.28% Harbour Wealth Management Group, Inc. 0.27% MQS Management LLC 3Y 0.14% HUDSON EDGE INVESTMENT PARTNERS INC. 3Y 7Y 0.13% FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.12% FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.12% Vest Financial, LLC 3Y 0.09%

FAQ About Boston Trust Walden Corp and WHD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Boston Trust Walden Corp reported owning WHD?

Boston Trust Walden Corp reported WHD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WHD position in Boston Trust Walden Corp's portfolio?

The largest reported portfolio weight for WHD was 0.76% in 2024 Q2.

What is the latest reported WHD position on this page?

The most recent filing on this page is 2026 Q1, when Boston Trust Walden Corp reported 938,486 shares, equal to 0.37% of portfolio, with an estimated market value of $44.5M.

What does the chart on this WHD ownership page compare?

The chart compares Boston Trust Walden Corp's quarterly WHD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Boston Trust Walden Corp time their WHD position?

Based on 13F filing dates vs. subsequent WHD price moves, Boston Trust Walden Corp correctly timed 11 out of 22 reported position changes (50%). The annualised alpha on WHD relative to SPY over the holding period was +18.1%.

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